Frank Rotman

www.fintechjunkie.com

7 Followers

community-curated profile

Fintech specialist. Co-Founder @QEDInvestors. 4X Midas List. I know very little but what I know I know deep. Twitter is how I vent and people seem to like it.

Overview Posts Content Recommendations

Tweet Dec 2, 2021

It didn’t take me long in the crypto world to realize that it’s an ecosystem being fueled by the “House Money Effect”. Having spent countless hours in the world of high stakes poker I recognized it instantly and now can’t stop seeing it everywhere I

by Frank Rotman

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2 mentions

Tweet Mar 18, 2023

SVB’s biggest mistake was creating a balance sheet that wasn’t resilient in a rising rate environment. Correctly calculating the Beta of their deposits would have led them to construct a short duration investment portfolio. A primer on Deposit Beta

by Frank Rotman

Recommended by 1 person

1 mention

Tweet Sep 1, 2022

An important decision every business makes is what to do with its cash💵. Most thinly capitalized companies keep their cash in a business checking account. But there are better options for businesses that have a year or more of runway. Much better!

by Frank Rotman

Recommended by 1 person

1 mention

Tweet Mar 10, 2022

Funding high growth, high burn startups isn’t as easy as it was 6 months ago. Startups raise capital when they can, but it’s not obvious what happens if their fundraising efforts fail. Are they destined to close shop or are there other possible outc

by Frank Rotman

Recommended by 1 person

1 mention

Tweet Jan 31, 2022

The Web3 community embraced my thread on the “House Money Effect”. I’ve now seen something else that the community will appreciate: “Becoming Velocitized”. A few thoughts on velocitization (what it is and why it matters):

by Frank Rotman

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1 mention

Tweet Jan 22, 2022

The past week was brutal for anyone holding stocks or crypto. Everything corrected and then corrected more. 💥😵‍💫💥 Some voices are shouting “buy the dip” while others are predicting the beginning of “a crypto winter”. My framework for thinking about “

by Frank Rotman

Recommended by 1 person

1 mention

Tweet Jan 11, 2022

So far, 2022 is off to a rocky start. Fears of inflation and signals that the rate environment is about to shift have driven the markets down with high growth tech stocks leading the charge. What does this mean for #VC backed private companies? A fe

by Frank Rotman

Recommended by 1 person

1 mention

Tweet Dec 6, 2021

It’s been fun learning in public. I could write hundreds of tweets each week about my crypto journey. Instead, I’ll do my best to be topical and synthesize my learnings. Today’s topics: DAOs, NFTs and Lending

by Frank Rotman

Recommended by 1 person

1 mention

Tweet Nov 3, 2021

As a Founder, one of the most important things you do every day is allocate people and capital because they don’t allocate themselves.🤯 Becoming a world class allocator can kink the curve on outcomes so building this skill matters…..a lot! A few th

by Frank Rotman

Recommended by 1 person

1 mention

Tweet Jul 21, 2021

Yesterday I tweeted an unpopular opinion that deserves unpacking. Valuations are up. Unicorns are getting birthed faster than ever before. Multiples have hit all-time peaks. New investors are aggressively entering the VC ecosystem. Who’s to blame?

by Frank Rotman

Recommended by 1 person

1 mention

Tweet Dec 13, 2022

2022 was more of a body blow than a knockout punch to #Founders and #VCs. Most Founders will stagger to their feet and strategize with their Investors. So while the next 12 months will feel like 12 more rounds, it’s a fight that can be won. 8 pred

by Frank Rotman

Podcast episode Dec 23, 2021

Frank Rotman of QED Investors - Fintech Operator Turned Fintech Investor (EP.181)

by Howard Lindzon and 3 others

Frank Rotman

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