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insights4vc

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Substack
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Issues126Founded3 years agoLast Issue5 days ago
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Latest Issues

Robinhood Chain: Two Months In

From the 1 July launch through Sep 2026, Robinhood Chain reported $34.6B of DEX volume, 576M transactions, and 12.3M addresses. Lighter reportedly routed another $7.29 billion of perpetual volume. [2][13]

On 3 September, DefiLlama showed $...

5 days ago
25

The Euro Stablecoin Experiment

On August 26, 2026, Revolut began the phased rollout of EURR, its first euro-denominated stablecoin, to eligible customers in Poland, Denmark and Portugal. Although EURR is legally issued by Bridge Building S.A., a Stripe-owned and Luxembou...

12 days ago
40

Who Sees the Company First?

Venture capital has always been an information business. The advantage often lies in timing: a founder tells a former colleague before updating a profile, a new company starts hiring before appearing in a database, or investors begin follow...

19 days ago
15
2

The Public Round Returns

Startup capital formation is becoming public earlier, but openness alone is not the decisive change. Equity crowdfunding proved that customers wanted to finance companies they used. ICOs added global distribution and early liquidity, then e...

a month ago
160
1

Stablecoin Regulation 2026: Law, Banking and the Economics of Digital Money

Stablecoins are moving from crypto-market infrastructure into payments, settlement, liquidity management and institutional finance, making their legal architecture increasingly consequential.

Major jurisdictions are converging around high-...

a month ago
128

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