Happy Sunday everyone.

I am in Portland for my nephew Ari’s Bar Mitzvah.

I have seen more rain in the last few days than the last year in Arizona. I need my sun.

I have been on the road a lot the last week, first in Vegas for Raoul Pal’s crypto conference, and then San Francisco for a day of meetings. I plan on a quiet few weeks at home in Phoenix with the family and am really looking forward to that.

Downtown San Francisco is eerily quiet.

I really liked this post from my friend Peter Yared (The Entire Bay Area Has Become A Declining Tech Company) who lived in the city for 25 years before leaving for Miami last year.

Next up, as I like to say ‘Speculation is Entertainment’ and Bloomberg has a piece titled ‘A Wild, Emotional Year Has Changed Investing—Maybe Forever‘. In 2008, I was a little early speculating that people would love to do investing themselves, but here we are in 2021 and ‘the percentage of the affluent using self-managed accounts for at least part of their investments jumped to 69% in 2021, from 35% in 2015, according to a report from research firm Cerulli Associates.’

The NFL has a gambling problem is an excellent piece from Rusty Guinn.

It is Prime Time in Crypto and Marc Rubinstein has the lay of the land and the stakes are very high.

As we head into 2022, Crypto has gained even more acceptance and mind share as smart people drop everything to work in the sector. I can’t speak for the prices, but the talent movement and money flow trend will continue to accelerate. This long research piece on Coinbase is a good read to give you a feel for what a leader in the category has been doing.

Finally, a quick shout to my old favorite tech news aggregator TechMeme, which is still a go to place for me daily to see the tech news and get a feel for the sentiment of the people reading, covering and disseminating that news.

Have a great Sunday.