insights4vc
insights4vcour research, your asset
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 105 | Subscribers | Read | insights4vc.substack.com |
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Erebor: A Stablecoin-Native U.S. Bank for the Innovation Economy
Erebor Bank is one of the clearest early tests of whether a newly chartered U.S. bank can combine specialized commercial banking for frontier-technology companies with stablecoin-enabled payment infrastructure. Headquartered in Columbus, Oh...
AI Captured 80% of Global Venture Funding
Venture capital entered 2026 looking less like a broad startup financing market and more like a late-stage capital allocation machine built around a small number of strategic AI platforms. Beneath the record headline numbers, the quarter re...
Revolut: $6B Revenue, 70M Customers, and Digital Assets Strategy
Few private fintech companies have combined scale, growth, and profitability as convincingly as Revolut. With more than 70 million customers, rising balance-sheet capacity, and an increasingly diversified revenue mix, the company is beginni...
Inside Circle’s Stablecoin Economics
Circle should still be understood primarily as a reserve-income business, not yet as a scaled software or payments-fee platform. Its earnings model remains closely tied to stablecoin balances, short-duration interest rates, and the portion ...
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