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Byblos Digital

Byblos Digital, Ekin Tuna

Intelligence Layer for Startup Ecosystems

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues53SubscribersRead byblosdigital.substack.com

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#107
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Consensus Forming

38 emails hit the inbox today. 6 from actual VC funds. 8 crypto media. 24 noise. We read the fund letters and cross-referenced against 14 days of pattern data. Three signals worth your time.

6 days ago
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71 newsletters from 47 VCs.

7 days ago
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The Stablecoin Myth Got Data

35 newsletters from 22 VCs. The Breakdown dropped McKinsey data that challenges the stablecoin narrative. Chris Zeoli published on inference unbundling. Arca reframed the Kelp aftermath as a composability crisis.

8 days ago
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The Hottest AI App Got Absorbed

312 newsletters from 54+ VCs. Heaviest week of 2026. Sentiment started defensive on Monday after the Kelp exploit, flipped to opportunistic by Wednesday when the Cursor deal landed, and ended the week split — AI side euphoric, crypto side c...

9 days ago
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Authors

The writers behind this newsletter.

  • Byblos Digital

    Byblos Digital is an Intelligence Layer for Startup Ecosystems. We track 600+ VC firms and 27,500+ newsletters across Internet Capital Markets. Find more on our site https://app.byblos.digital/ — the investor internet, curated.

  • Ekin Tuna

    Building products. Helping builders.

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