Sublime
An inspiration engine for ideas
More firms are incubating companies as early-stage valuations rise.
A few successes:
• Snowflake ($49B mrkt cap) by Sutter Hill Ventures
• Affirm ($6B mrkt cap) by HVF Labs
• Hims & Hers ($1.3B mrkt cap) by... See more
Definition and Hallmarks of Systemic Investing
Explains systemic investing, distinguishing it from traditional finance, detailing its definition, key hallmarks, and practical implications for capital deployment aimed at societal and environmental transformation.
transformation.capitalFrom Wall Street to Main Street: how Avenue One connects local pros with institutional capital
jbrec.comA short-lived capital stock will manifest in accelerated depreciation and a fragile capital structure will incur an undue interest charge.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
Institutional capital is in its infancy within alpha token investing. DCG’s subsidiary Yuma and less than a handful of emergent liquid funds like Contango Capital and Unsupervised Capital are playing a mixed role of ecosystem evangelist, VC, incubator, and liquid token investors. These teams are working with early subnet teams to adopt a long-term... See more
RJ@BaznoCap • X. It’s what’s happening
Deep Transitions Lab
transformativeinvestment.netCapital is flowing into crypto. Over $20B in crypto funds have been raised since the start of 2021 per Dove Metrics. Dry powder is abundant, but liquidity is asymmetrically distributed. Most capital is focused on early-stage, private projects. That’s not sustainable. While retail investors have been able to consume the float of historical crypto... See more
Evan Fisher • A fundamentals driven crypto investment firm
Cadre, another real estate investment startup co-founded by Jared Kushner, Josh Kushner, and Ryan Williams, has raised $133 million from venture capitalists. With that investment comes the expectation of rapid growth and strong profitability, which could lead to lower underwriting standards and higher fees. Plus, Cadre does not avail itself of Reg... See more
Packy McCormick • Fundrise & the Magic of Diversification
Non-accredited investors will be able to easily invest in micro PE funds. Look at platforms like Otis, Fundrise, MicroVentures and Republic. See Jobs Act Title III for more info.