Steven Boykey Sidley

Published in DataDrivenInvestor

·3 days ago

Global financial market convulsions, especially in banking — ‘The hurricane siren is blaring’

As I write this, convulsions in world financial markets continue, particularly in the banking sector. Silicon Valley Bank, Silvergate, Signature, First Republic Bank of California and the once-staid 166 year-old Credit Suisse. All dead or dying or saved by rich daddies. …

Banking

5 min read

Banking

5 min read

Published in DataDrivenInvestor

·Mar 13

The biggest bank run in history and a tale of two unlikely bedfellows

© Steven Boykey Sidley Last week saw the sudden and shocking collapse of Silicon Valley Bank, the 16th largest bank in the US, with $212 billion in assets. It happened over a period of just 48 hours. It is the biggest bank collapse in the US since the 2008 financial…

5 min read

The biggest bank run in history and a tale of two unlikely bedfellows

5 min read

Published in DataDrivenInvestor

·Mar 6

Why is everyone so angry at Artificial Intelligence?

4 min read

Published in Coinmonks

·Feb 27

Crypto and the real world get married and procreate — the happy arrival of baby RWA

© Steven Boykey Sidley There is a hot corner of the usually very public world of crypto in which innovation is quietly crackling and popping, with hundreds of millions of dollars already moving to-and-fro on a near daily basis. It is not sexy. There is no crime or hacking to…

5 min read

Crypto and the real world get married and procreate — the happy arrival of baby RWA

5 min read

Published in DataDrivenInvestor

·Feb 20

AI, machine learning and the emergence of the prompt engineer

© Steven Boykey Sidley I was listening to the always entertaining and enlightening Freakonomics podcast recently. It was an odd and weirdly riveting show about a particularly anonymous player in an American football team roster called the ‘long snapper’. This guy does one thing and one thing only — he…

4 min read

AI, machine learning and the emergence of the prompt engineer

4 min read

Published in DataDrivenInvestor

·Feb 13

AI’s dirty little secret

On February 9th, a clearly panicked Google launched their response to ChatGPT. Part of the launch was a video on Twitter which boasted some of their chatbot’s capabilities. …

4 min read

4 min read

Published in DataDrivenInvestor

·Feb 6

The curious case of Avraham Eisenberg — criminal or genius?

A long time ago I lost a great deal of money overnight on a A-rated stock, Swissair, which unexpectedly filed for bankruptcy in the dark of night. …

4 min read

The curious case of Avraham Eisenberg — criminal or genius?

4 min read

Published in DataDrivenInvestor

·Jan 31

Tech layoffs? Pfft.

There is this great site called www.layoffs.fyi, which tracks layoffs in the tech industry. The numbers are grim. More than grim, actually. Over 200,000 in the US in the last year alone, including eye watering numbers at Meta, Amazon, Google, Microsoft, Salesforce and the other longtime stalwarts of the tech-fueled…

4 min read

4 min read

Published in DataDrivenInvestor

·Jan 23

Artificial Intelligence — Let There Be Light

4 min read

Published in Coinmonks

·Jan 18

Crypto — have the last dominoes fallen?

4 min read