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Moor Insights & Strategy Podcast


Aug 22, 2022

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