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insights4vc

our research, your asset

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Substack
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Issues114Founded2 years agoLast Issue6 days ago
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Latest Issues

The New Venture Cycle Belongs to the Largest Funds

Tomorrow, 12 June 2026, SpaceX is set to test the strength of global risk appetite with the largest technology IPO in history. The company is seeking roughly $75 billion at a $1.75 trillion valuation, with reported demand exceeding $250 bil...

6 days ago
52

Stablecoins as Corporate Cross-Border Payment Infrastructure

Stablecoins should not be analysed as a niche crypto payment method. In corporate finance, their most important role is increasingly as a programmable settlement layer that can sit underneath existing payment, treasury, and payout workflows...

13 days ago
65

The Card Is Not the Product: A Case Study of Moto

Before premium finance became a metal rectangle in a wallet, elite access was organised through doors, lists, vouchers and introductions. Price alone was rarely enough. The deeper question was who could be admitted, who would vouch for them...

20 days ago
91
5

Why Markets Copy the Future Before They Price It

Capital markets do not always price the future in a straight line. At major technological and financial turning points, they often begin with approximation. Investors look for the most liquid, tradeable, and institutionally acceptable claim...

a month ago
58
5

Stablecoins Enter TradFi: The New Financial Stack

Stablecoins are no longer best understood as collateral for crypto trading. By April 2026, the market had reached roughly $317 billion, according to the Federal Reserve, up more than 50% since early 2025. At the same time, the policy conver...

a month ago
101
4

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