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insights4vc

our research, your asset

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Substack
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Latest Issues

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...

3 days ago
49
4

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...

10 days ago
94
3

From Gagosian to Onchain Art

The most valuable works in the art market are often not publicly for sale, not transparently priced, and not easily verified by outsiders. Yet they can move hundreds of millions of dollars, secure private-bank loans, anchor museum narrative...

17 days ago
98

Why Switzerland Matters in Digital Assets

Switzerland’s role in digital assets is often misread as a story of early crypto friendliness. The more important story is institutional sequencing. Before most jurisdictions had settled the legal status of tokens, Switzerland had already p...

24 days ago
96
2

From Charge Plates to Stablecoin Credit

Cards are one of the few financial products that still control both the front end of commerce and the back end of money. The scale alone explains why the category still matters. In 2025, Visa reported $14.2 trillion in payments volume and 2...

a month ago
78
5

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