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Abhay Bhat

Author: Abhay Page 33 of 86

depositors would want to have better returns on their monies as they have to prep for longer runways with the last round with the constant narrative of ‘2024 is going to be worst than 2023′

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>This is not a liquidity issue as long as SVB maintains their deposits as they are earning ~1.56% on these deposits and the MBS has not gone bust (like in 2008)

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>97% of these MBS were 10+ year duration with average yield of 1.56% >with FED’s interest rate of ~4.5% and increasing in 2023 > customers with deposits who were earning little less than 1.56% (bank spread) can now purchase govt backed sec with >4.5% yield

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https://t.co/nxpHNJWt3M

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Silvergate collapse has triggered a crypto bloodbath, with all the news around Binance, hope there is no contagion effect

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Banks tumble as SVB ignites capitalization fears | Reuters https://t.co/EamTgU565w

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reuters.com/markets/us/ban…

Launch YC: AiFlow: LLMs for private equity diligence | Y Combinator, as ⁦@chamath⁩ called it the coca-colas are emerging https://t.co/j0etGNL4Ew

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ycombinator.com/launches/IBY-a…

RT @BesDMarx: they spent 36 billion dollars on this shit. look at my capitalists allocating resources efficiently https://t.co/ZDeFN1ADOs

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Startup Valuations & Liquidity

This week, I listened to two podcasts that made me think about the economics of early-stage businesses and how they are perceived by investors. It also shed light on how this perception impacts the founder and employees. I believe it’s important to first lay down the dots and then connect them in a way that provides a clear picture for an entrepreneur from an investor’s perspective.

I thought it would be good to lay down the dots first and then try to link them just enough so that when the jig-saw is put together although each piece may not make much sense but together will give a clear picture for an entrepreneur from the shoes of an investor.

Loyalty Programs Are Seeing a Resurgence Thanks to Web3 | HackerNoon https://t.co/5m5aGZuc81

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hackernoon.com/loyalty-progra…

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