The Crypto Winter 

• The Celcius (and others) freeze
• What’s causing such a divide among crypto companies?
• Bankruptcies, failed deals 
• Regulation
• Operations 
• The opportunity analysis: B2B with less volatility, M&A activity 

https://www.protocol.com/fintech/binance-labs-yi-he 

 

BNPL: An Inpending Debt Crisis?    

• Default rates 
• Plummeting valuations: Klarna,  Affirm, Afterpay 
• Fueling the lease to own model: Katapult 

https://katapult.com/ 

• The opportunity analysis: oversight, reporting, and credit building

 

Acronym of the Week: BTFD

• Buy the F-ing Dip 

 

What’s Coming Up? 

• More mid-year review in retail