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VOICE ARCHIVE

Jason Mikula

@mikulaja
36 posts
2026-02-28
It's crazy how quickly some crypto libertarians turned into crypto fascists in an effort to keep making number go up
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

It's crazy how quickly some crypto libertarians turned into crypto fascists in an effort to keep making number go up
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

2025-12-16
We can all agree that CoreWeave is the WeWork of the AI bubble, right?
2025-12-16 View on X
Wall Street Journal

CoreWeave lost $33B in market value in six weeks amid construction delays at its Denton, Texas AI data center, criticism from short seller Jim Chanos, and more

The data-center provider's terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays

2025-06-02
Chime targeting $24-$26 per share, which would put market cap at ~$9.5 billion. My back of envelope analysis a few weeks back was pretty good! [image]
2025-06-02 View on X
The Information

Filing: neobank Chime plans to sell ~26M shares in its IPO at $24 to $26, valuing it a $10.3B to $11.1B; co-founders Chris Britt and Ryan King each own 4% to 5%

Banking app Chime plans to sell shares in an initial public offering at a price that would value it at between $10.3 billion and $11.1 billion …

2025-05-18
Wow: Chime spent about $1.4 BILLION on marketing from 2022-2024, or 35% of rev, ending '24 w/8 million users. CAC for 2023-2024 was $356 v ARPU of $212-$245. Hard to make money when you're filling up a leaking bucket... [image]
2025-05-18 View on X
The Information

Chime's S-1: MyPay revenue totaled $64.3M in Q1 vs. estimated credit losses from the product of $57.3M, highlighting the risks with the paycheck advance product

Last summer, banking app Chime introduced a lending product that let customers borrow small amounts to get them through to their next paycheck.

2025-04-22
FTC files suit against Uber for allegedly falsely saying users can cancel at any time with no additional fee, charging users w/o express informed consent; violating ROSCA. No mention of “dark patterns,” so I guess that term left office with the Biden admin... [image]
2025-04-22 View on X
CNBC

The US FTC sues Uber, claiming the company charged for Uber One without consent, made it difficult to cancel, and failed to deliver promised savings

The Federal Trade Commission on Monday sued Uber, accusing the ride-hailing and delivery company of deceptive billing and cancellation practices tied to its subscription service.

2025-01-14
Robinhood paying $45m for a data breach that compromised names & emails of ~7m users. How much do you think Evolve's Russia-linked ransomware attack, which compromised MUCH more sensitive info on many more people & businesses could end up costing the troubled bank? [image]
2025-01-14 View on X
CNBC

The US SEC says that two Robinhood broker-dealers agreed to pay $45M in combined penalties to settle charges that they violated 10+ securities law provisions

Dan Mangan / CNBC :

2024-12-07
CFPB to Google: FAFO. The consumer protection bureau brings Google under its supervision by declaring it a “risk to consumers,” rejecting Google's attempt to fight the designation. [image]
2024-12-07 View on X
Reuters

The US CFPB issues an order establishing supervisory authority over Google's payment arm, Google Payment; Google says it's challenging the decision in court

The US watchdog for consumer finance on Friday announced it was ordering federal supervision of Google Payment Corp., the internet giant's …

2024-11-22
Hey babe, wake up, 259-page final rule defining larger participants in the consumer payment app market just dropped: [image]
2024-11-22 View on X
Bloomberg

The CFPB will supervise tech companies with digital wallets, like Apple Pay, Google Pay, and Venmo, with 50M+ annual transactions, treating them more like banks

the Biden/Warren crew just enacted this to stop @X from becoming a payments juggernaut. Wow, a whole new 259-page rule aimed at X...yet more lawfare against you.👊 (Congress can & p...

2024-07-02
Evolve has known their systems were compromised since late May. But it appears they didn't notify impacted fintechs (or end users) until the breach became public last week: [image]
2024-07-02 View on X
TechCrunch

Wise, Affirm, Mercury, and other companies say they're investigating how a recent ransomware attack by LockBit on Evolve Bank and Trust impacted their customers

The money transfer and fintech company Wise announced on Friday that some of its customers' personal data may have been stolen …

Branch's data breach notification from Evolve hack. Branch powers instant payouts & EWA for numerous firms, including Uber drivers: [image]
2024-07-02 View on X
TechCrunch

Wise, Affirm, Mercury, and other companies say they're investigating how a recent ransomware attack by LockBit on Evolve Bank and Trust impacted their customers

The money transfer and fintech company Wise announced on Friday that some of its customers' personal data may have been stolen …

Evolve partner Yotta sends breach notification: [image]
2024-07-02 View on X
TechCrunch

Wise, Affirm, Mercury, and other companies say they're investigating how a recent ransomware attack by LockBit on Evolve Bank and Trust impacted their customers

The money transfer and fintech company Wise announced on Friday that some of its customers' personal data may have been stolen …

Just received a cease & desist from Evolve. If people misunderstood my posts to mean that I would share sensitive PII in my reporting, please know that was never my intent. I would not risk exacerbating what's already a difficult time. Also know I plan on continuing my [image]
2024-07-02 View on X
TechCrunch

Wise, Affirm, Mercury, and other companies say they're investigating how a recent ransomware attack by LockBit on Evolve Bank and Trust impacted their customers

The money transfer and fintech company Wise announced on Friday that some of its customers' personal data may have been stolen …

2024-04-23
Synapse officially filed for Chapter 11 bankruptcy today Lists est $10m-$50m assets & $10m-50m liabilities to 50-99 creditors Top creditors include Lineage, First Horizon, Mastercard, Trulioo, Fiserv, Performline, Yotta, and... TabaPay [image]
2024-04-23 View on X
TechCrunch

TabaPay, which offers instant payment services, agrees to acquire assets of banking-as-a-service startup Synapse, after Synapse filed for Chapter 11 bankruptcy

We are excited to announce that TabaPay is acquiring the assets of Synapse. TabaPay, Inc. : TabaPay to Acquire the Assets of Synapse Financial Technologies, Inc. X: Rohit Mittal / ...

2024-04-18
Guess Mercury is trying to capture the First Republic crowd? $240/year for no-fee wires & ATMs. Could be worth it, though if you're that rich already, how much do you care about pennyante bank fees...? [image]
2024-04-18 View on X
TechCrunch

Startup-focused neobank Mercury expands to consumers with Mercury Personal, offering support for multiple users, access to up to $5M in FDIC insurance, and more

Remember when coding boot camps financed through income share agreements were going to fix everything? @bloomtech fka Lambda School, which counts @ycombinator @GVteam (Google Ventures) @stripe as investors, and founder @Austen personally hit with CFPB enforcement action: [image]
2024-04-18 View on X
TechCrunch

The US CFPB fines BloomTech, formerly Lambda School, and CEO Austen Allred $164K+ and bans BloomTech from lending for 10 years over deceiving students on loans

In an order today, the U.S. Consumer Financial Protection Bureau (CFPB) said that BloomTech, the for-profit coding bootcamp previously known …

2024-03-27
Robinhood paywalling its credit card by making it ONLY avail to those who pay $5/month for Robinhood “Gold.” Seems like a terrible cust acq strategy?
2024-03-27 View on X
TechCrunch

Robinhood launches Gold Card, a 3% cashback credit card for Robinhood Gold members, eight months after acquiring credit card startup X1 for $95M

crazy good deal for $50 annually Steve Moser / @stevemoser : I'm going to switch from using my Apple Card to the Robinhood Card since the Apple Card is 2% only on Apple Pay transac...

2023-03-15
Oh were you hoping things would calm down now? https://www.bloomberg.com/...
2023-03-15 View on X
Bloomberg

Sources: US prosecutors were investigating Signature's work with crypto clients before regulators seized the bank, including over detecting money laundering

US prosecutors were investigating Signature Bank's work with crypto clients before regulators suddenly seized the lender this past weekend …

Oh were you hoping things would calm down now? https://www.bloomberg.com/...
2023-03-15 View on X
Bloomberg

A look at the history of Signature Bank, a lender once tied to Jared Kushner and founded in 2001 that leaped into crypto, ultimately leading to its downfall

Signature Bank was flying high when co-founder Scott Shay mused about success on a podcast early last year.

2023-03-06
Fintech Biz Weekly exclusive WHISTLEBLOWER REVEALS: a16z- & Peter Thiel-backed Eco lied, said it earned yield from “Goldman and Fidelity” Actually put user funds in BlockFi, Wyre, Genesis & defi protocols And that's just the tip of the iceberg Read: https://fintechbusinessweekly.substack. com/ ... https://twitter.com/...
2023-03-06 View on X
Fintech Business Weekly

Internal documents suggest personal finance app Eco, offering 2.5%-5% “rewards APY”, misrepresented its practices as funds likely went to risky crypto entities

Startup Idea №1:  —  We provide an API for charitable funds … Tweets: Jason Mikula / @mikulaja : Fintech Biz Weekly exclusive WHISTLEBLOWER REVEALS: a16z- & Peter Thiel-backed Eco ...