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VOICE ARCHIVE

Jeff Roberts

@jeffjohnroberts
205 posts
2026-02-14
“Undercorn”. Also the sawed-off unicorn pic is 🤌😘
2026-02-14 View on X
Axios

PitchBook estimates that 25%+ of VC-backed unicorns have become “undercorns,” startups once valued at $1B or more by VCs but now valued below that threshold

2026-02-13
“Undercorn”. Also the sawed-off unicorn pic is 🤌😘
2026-02-13 View on X
Axios

PitchBook estimates that 25%+ of VC-backed unicorns have become “undercorns,” startups once valued at $1B or more by VCs but now valued below that threshold

New valuation data from PitchBook suggests that more than one-quarter of VC-backed “unicorns” have lost their horns …

2026-02-10
Kraken fired its CFO in middle of IPO process. No reasons given but only 3 possible explanations: 1. CFO did something bad we don't know about 2. CFO found sketchy stuff in Kraken's books 2. She sucked at her job and Kraken fired her over slow IPO process
2026-02-10 View on X
CoinDesk

Sources: crypto exchange Kraken has fired its CFO, Stephanie Lemmerman, ahead of its long-awaited IPO; Lemmerman joined Kraken from Dapper Labs in November 2024

Kraken has moved chief financial officer Stephanie Lemmerman to a strategic advisory role, according to a person familiar with the matter.

2026-02-04
Alex Chriss recently told Fortune how PayPal faced a “classic innovator's dilemma” vs Stripe, Apple Pay et al He couldn't solve the dilemma & now Chriss is out after only 2 years as PayPal turns to CEO of HP (??) instead https://fortune.com/...
2026-02-04 View on X
Bloomberg

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%

PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …

2026-02-03
Alex Chriss recently told Fortune how PayPal faced a “classic innovator's dilemma” vs Stripe, Apple Pay et al He couldn't solve the dilemma & now Chriss is out after only 2 years as PayPal turns to CEO of HP (??) instead https://fortune.com/...
2026-02-03 View on X
Bloomberg

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%

PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores after profit and revenue fell short of expectations.

2026-01-23
Scoop: Binance files long-awaited application for EU-wide MiCA license—in a surprise jurisdiction to boot https://fortune.com/...
2026-01-23 View on X
Fortune

Binance files for a European MiCA license in Greece, where it has also set up a holding company

2026-01-22
Scoop: Binance files long-awaited application for EU-wide MiCA license—in a surprise jurisdiction to boot https://fortune.com/...
2026-01-22 View on X
Fortune

Binance files for a European MiCA license in Greece, where it has also set up a holding company

Binance, the world's biggest cryptocurrency exchange, has formally applied for a pan-European license known as MiCA (Markets in Crypto-Assets) that digital asset firms operating in...

2025-11-26
Federal judge concludes that gambling on sports is, well, sports betting and not a commodity futures contract—ergo Kalshi offers illegal gambling Other courts ruled differently. This is a jump ball CEOs of Kalshi & Polymarket should man up and post a wager on final outcome
2025-11-26 View on X
Bloomberg

A US judge rules Kalshi's sports-betting contracts are subject to Nevada Gaming Commission enforcement; Kalshi argues they should be regulated only by the CFTC

and Congress Is Sitting on It X: Daniel Wallach / @wallachlegal : Nevada “suggested reasonable options to Kalshi to avoid the possibility of enforcement pending appeal, including t...

Game on. Kalshi has a first mover advantage and a buttoned up legal approach, while Polymarket might have an edge on vibes In six months, will it be neck and neck? Or will one company pull away?
2025-11-26 View on X
CoinDesk

Polymarket says it received an amended US CFTC designation, letting it operate a prediction market in the US with a fully regulated exchange structure

Oliver Knight / CoinDesk :

2025-11-07
Shocked, shocked to see wash trading on Polymarket. (Fortune's @leomschwartz reported this a year ago!) [image]
2025-11-07 View on X
Bloomberg

Study: Polymarket's trading volume has been inflated by wash trading, accounting for an average of 25% of all buying and selling over the past three years

The volume of activity on Polymarket, one of the most popular prediction markets, has been significantly inflated by so-called wash trading …

2025-10-10
Fine, whatever. Just please don't hail this guy as a crypto martyr or whatever. There's nothing noble about renouncing your American citizenship because you don't want to pay taxes on your Bitcoin wealth.
2025-10-10 View on X
New York Times

Sources: crypto investor Roger Ver, aka “Bitcoin Jesus”, has reached a tentative agreement with the US DOJ to pay ~$48M to end a 2024 criminal tax fraud case

New York Times :

2025-09-26
Scoop: Kraken has closed that $500M round as it inches towards IPO Can it grow into $15B valuation? Kraken has an unusual (even for crypto) culture but a great business Profile of @arjunsethi, exec turmoil and Kraken's vision of fusing crypto & TradFi https://fortune.com/...
2025-09-26 View on X
Fortune

Source: cryptocurrency exchange Kraken quietly closed a $500M funding round at a $15B valuation, including from co-CEO Arjun Sethi's Tribe Capital

Jeff John Roberts / Fortune :

2025-09-13
Crazy how Gabe's site is just as influential as it was when I first encountered it as a tech reporter over 15 years ago Techmeme was also a critical research resource for my book. If Gabe ever packs it in, he should provide the archives to Library of Congress!
2025-09-13 View on X
Techmeme News

On Techmeme's 20th birthday, its founder explains what's behind the site's consistency, debunks some supposed media trends, and outlines future directions

happy bday @Techmeme 🎂. Nearly old enough to drink. 🍻https://news.techmeme.com/ ... Dave McClure / @davemcclure : my favorite (un?)healthy addiction: @techmeme 💕🤓🔥 been an avid fan...

2025-08-14
Binance paid a $4.3 billion fine and its CEO went to prison—a blow that would sink most companies Two years later, Binance is still on top. Cofounder Yi He is a big reason In a rare interview, Yi He tells her story: https://fortune.com/...
2025-08-14 View on X
Fortune

An interview with Binance co-founder Yi He on growing up poor in China, the challenges she faced during Binance's year of crisis when CZ was in prison, and more

a blow that would sink most companies Two years later, Binance is still on top. Cofounder Yi He is a big reason In a rare interview, Yi He tells her story: https://fortune.com/... ...

2025-08-10
Is this the top yet? Trump family to launch publicly-traded crypto treasury firm But instead of amassing Bitcoin, it will use funds from share sales to buy the family's WLFI token Scoop by @leomschwartz & @bdanweiss https://fortune.com/...
2025-08-10 View on X
Fortune

Sources: Trump's World Liberty Financial is seeking to raise $1.5B to launch a publicly traded crypto treasury company that would hold its WLFI token and cash

The Trump family business World Liberty Financial is planning to announce a crypto treasury company, say three investors who have seen parts of the deal.

2025-08-09
Is this the top yet? Trump family to launch publicly-traded crypto treasury firm But instead of amassing Bitcoin, it will use funds from share sales to buy the family's WLFI token Scoop by @leomschwartz & @bdanweiss https://fortune.com/...
2025-08-09 View on X
Fortune

Sources: Trump's World Liberty Financial is seeking to raise $1.5B to launch a publicly traded crypto treasury company that would hold its WLFI token and cash

Eric Trump (left) and Donald Trump Jr. on stage in May at the Bitcoin 2025 conference in Las Vegas.

2025-07-30
SEC changes crypto ETF rules to allow in-kind redemptions This is wonky stuff related to the mechanics of how ETFs work but it's a good thing — will make Bitcoin ETF market cheaper and more efficient https://www.sec.gov/... [image]
2025-07-30 View on X
Decrypt

The US SEC approves in-kind creations and redemptions for crypto ETFs, allowing institutional investors to exchange ETF shares for the underlying BTC or ETH

The SEC has approved in-kind redemptions for crypto ETFs, enabling a feature sought by Bitcoin and Ethereum fund issuers.

2025-05-16
Never seen this before: a smart way to fight back against hackers — and a masterclass in PR Crooks bribed support agents in India to steal @coinbase customer data—and then tried to blackmail the firm for $20M to stay quiet https://fortune.com/...
2025-05-16 View on X
Bloomberg

Source: Coinbase's hackers had bribed enough customer service representatives to achieve effectively on-demand access to customer info in the past five months

On the long list of crypto companies that have been hacked, there are plenty of examples of financial losses that are much more painful …

Never seen this before: a smart way to fight back against hackers — and a masterclass in PR Crooks bribed support agents in India to steal @coinbase customer data—and then tried to blackmail the firm for $20M to stay quiet https://fortune.com/...
2025-05-16 View on X
Reuters

Coinbase says hackers accessed data of a “small subset” of users, but not credentials, expects to incur $180M-$400M in costs, and refuses to pay a $20M ransom

and the investigators who saw it coming Sead Fadilpašić / TechRadar : Personal information leaked in Coinbase cyberattack, cost could be $400 million Bloomberg : Coinbase Hack Coul...

2025-05-15
Never seen this before: a smart way to fight back against hackers — and a masterclass in PR Crooks bribed support agents in India to steal @coinbase customer data—and then tried to blackmail the firm for $20M to stay quiet https://fortune.com/...
2025-05-15 View on X
Reuters

Coinbase says hackers accessed a “small subset” of users' data, but not credentials, expects to incur $180M to $400M in costs, and refuses to pay a $20M ransom

Coinbase (COIN.O) forecast a hit between $180 million and $400 million from a cyber attack that breached account data of a …