The hottest Finance Substack posts right now

And their main takeaways
Category
Top Business Topics

SaaS X-Ray and IPO Markets w/ Stan Zlotsky (Pendo.io)

Hard Mode by Breaking SaaS • 98 implied HN points • 09 Nov 23
💼 Business Technology Finance Investing Operations Management
  1. Investors seek a balance between growth and profitability in tech companies going public.
  2. Investors value companies that have shown a path to profitability and solid management teams.
  3. Understanding unit economics and aligning internal teams with investor metrics are crucial for SaaS companies navigating the IPO journey.

Ronin Wallet is WalletConnect Certified!

Ronin’s Newsletter • 12 implied HN points • 12 Nov 24
🔮 Crypto Blockchain Cryptocurrency Finance Technology
  1. Ronin Wallet is now WalletConnect Certified, which means it meets high standards for user experience and security. This certification helps users trust the wallet for their transactions.
  2. Being certified gives Ronin Wallet a better rank in the WalletGuide directory, making it easier for people to find and use it. It joins other popular wallets like MetaMask and Trust Wallet.
  3. This achievement signifies a growing ecosystem with WalletConnect, which has a huge user base and many wallets. It shows that Ronin Wallet is becoming more prominent in the digital wallet space.

01/30/24 - The entirety of Ukraine, working its ass off in total war for over a year, cannot match up to even Evergrande as a single company.

Moly’s Substack • 58 implied HN points • 31 Jan 24
💼 Business Economy Debt Employment Real Estate Finance
  1. Even the entirety of Ukraine in total war for over a year cannot match the debt of just a single company like Evergrande.
  2. Jobs like sorting packages and working in a production line can be extremely exhausting and pay very little.
  3. The debt of Evergrande alone is larger than the debt of the entirety of Ukraine, along with many other real estate companies combined.

Venture Capital Fund Modelling III: Masterclass

Venture Curator • 139 implied HN points • 18 May 23
💼 Business Venture Capital Finance Investing Startups Career development
  1. Venture capital fund lifecycle involves raising capital from LPs over 2-2.5 years, making investments during the commitment period, and shifting to follow-on investments afterward.
  2. VC funds go through a cycle of raising capital for Fund I, investing during the commitment period, then raising funds for Fund II to sustain investment activities.
  3. GPs play a crucial role in fundraising, investment decision-making, and supporting portfolio startups to ensure the success and growth of the VC fund.
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Tokemak (Part 2/2)

DeFi Education • 739 implied HN points • 23 Oct 21
🔮 Crypto DeFi NFTs Blockchain Liquidity Finance
  1. Tokemak offers a service called Liquidity as a Service, making it easier for liquidity providers to rent liquidity on demand. This means that people can access funds without having to hold them long-term.
  2. The post hints that there will be more updates about NFTX, suggesting that new and exciting topics related to decentralized finance are coming soon. Keeping an eye on updates will be beneficial.
  3. Tokemak is part of a bigger conversation about DeFi trends and services, including others like Olympus Pro. These platforms work together to enhance financial services in a decentralized manner.

Narratives of business models

Product Identity • 59 implied HN points • 14 Feb 24
💼 Business Business Models Marketing Entrepreneurship Finance Customer Relations
  1. Business models are crucial for companies and can greatly affect their success. There are many debates about which model is the best, like subscription versus ads.
  2. Telegram's business model is unique because it relies on user subscriptions rather than ads. This approach has helped them gain a large number of paying customers and a positive image.
  3. Different business models create different emotional connections with customers. The way a company charges can reflect its values and how much it cares about its users.

Decoding Term Sheets for Founders and Investors in Simple Terms

Venture Curator • 139 implied HN points • 08 May 23
💼 Business Investing Startups Venture Capital Finance Negotiation
  1. Term sheets are important for founders and investors as they outline the terms of the deal and can impact the future success of a business.
  2. Understanding the economic aspects of term sheets, like valuation, investment amount, and liquidation preference, is crucial for negotiating deals with venture capitalists.
  3. Key terms in term sheets include equity, option pool, liquidation preference, anti-dilution, and founders should carefully consider these terms when making decisions.

NVIDIA’s Profit Soars by 629% 🙀

Sector 6 | The Newsletter of AIM • 19 implied HN points • 23 May 24
💼 Business Finance Technology Investments Market Trends Corporate Earnings
  1. NVIDIA has seen a huge profit increase of 629% compared to last year. This is a record-breaking gain for the company.
  2. The main driver of this growth is the data center sector, which grew by 425%. This shows how important data centers are for their business.
  3. Strong demand for generative AI technology has also boosted NVIDIA's success, especially with their new AI platforms that help process large amounts of data.

1/23/2024: Netflix Earnings Beat Expectations

depression2022 • 58 implied HN points • 24 Jan 24
💼 Business Earnings Subscribers Streaming Finance Acquisitions
  1. Netflix earnings beat expectations: Revenue and subscriber growth exceeded predictions.
  2. Netflix's efforts to combat account sharing and increase subscription fees have proven successful in boosting profits.
  3. Netflix making strategic investments, such as acquiring exclusive rights to WWE's Raw, to expand its content offerings and enhance growth.

Maker DAO (Part 1) - Rolling the DAI

DeFi Education • 779 implied HN points • 14 Sep 21
🔮 Crypto Blockchain DeFi Stablecoins Decentralization Finance
  1. MakerDAO lets you create DAI, a stablecoin, by using your crypto assets as collateral without selling them. It provides a way to access funds while keeping your investments.
  2. To borrow money through MakerDAO, you need to put up more value in crypto than you want to borrow, which helps protect lenders.
  3. If the value of your collateral drops too much, MakerDAO will liquidate it to ensure loans are paid back, so it's important to keep an eye on your collateral's value.

Surveillance firm backed by Google and CIA allegedly defaulted on $370,000 per month rent

All-Source Intelligence Fusion • 203 implied HN points • 19 Sep 23
💼 Business Surveillance Tech Finance Government Security
  1. Orbital Insight, a surveillance firm backed by Google and CIA, allegedly defaulted on $370,000 per month rent
  2. Orbital Insight was sued by its landlord and subtenants for failing to pay rent for its Silicon Valley HQ
  3. The company had significant investments, including from Google Ventures and the U.S. Intelligence Community

The VC Corner 📰 #2

The VC Corner • 79 implied HN points • 01 Dec 23
💼 Business Venture Capital Startups Investment Finance Entrepreneurship
  1. The VC Corner is a newsletter that shares news and resources for people involved in startups and venture capital. It's helpful for both new and experienced investors.
  2. The newsletter is written by Ruben Dominguez Ibar, who also works on an investment team at Mundi Ventures. He aims to provide valuable insights through his writing.
  3. Readers can sign up for a free trial to access more content and get a deeper understanding of venture capital topics.

Decentralizing the Insurance Industry

DeFi Education • 739 implied HN points • 23 Sep 21
🔮 Crypto DeFi Insurance Smart Contracts Finance Technology
  1. Smart contracts can make insurance claims faster and cheaper by cutting out unnecessary overhead costs.
  2. The insurance industry has huge operational costs estimated around $900 billion, and smart contracts could reduce these significantly.
  3. Decentralizing insurance through technology is still new, which means there's a big opportunity for growth and change in the market.

Deep Dive: Sudoswap (XMON)

DeFi Education • 359 implied HN points • 17 Sep 22
🔮 Crypto NFTs Blockchain DeFi Finance Technology
  1. Sudoswap is a platform that uses Automated Market Maker (AMM) technology for trading NFTs. This makes it easier for people to buy and sell digital art and collectibles.
  2. The name 'Sudoswap' is inspired by a Unix command that allows users to run commands with elevated permissions. This reflects the platform's goal of allowing greater access and control for users when trading NFTs.
  3. The platform recently launched fully, indicating it’s now ready for more users to engage with NFTs in a decentralized and user-friendly way. This could change how people interact with NFT markets.

Deciding the Next Research Items

DeFi Education • 779 implied HN points • 12 Aug 21
🔮 Crypto DeFi Blockchain Finance Investing Research
  1. The next research topic will be about Sushi, and it's happening soon. It's a way to keep readers informed and engaged.
  2. Free subscribers can now suggest research projects, making everyone's voice heard. This helps the community feel involved in the content.
  3. Requests from paid subscribers get priority, but everyone's input is valued. It creates a balance between supporting paid content and considering free members' interests.

Five Links for November 2023

Five Links (and three graphs) by Auren Hoffman • 162 implied HN points • 03 Nov 23
💼 Business Technology Finance Podcasts Books AI
  1. The Techno-Optimist Manifesto by Marc Andreessen highlights the belief in building a better world through technology.
  2. Banking on Status by Julian Lehr discusses the intersection of luxury and software in modern apps.
  3. Travis May's article on The Six Moats of Data Businesses explains what effective moats look like in data companies.

Blogger to Substack

Musings on Markets • 499 implied HN points • 25 Mar 22
💼 Business Finance Economics Blogging Communication Marketing
  1. The author has been blogging since 2008, sharing insights on finance and evolving their views on markets along the way.
  2. They decided to move their blog from Google Blogger to Substack because it offers a better experience for readers and is easy to manage.
  3. The content will still be free. The author encourages readers to choose their preferred platform without any changes to the writing style.

Is it SAFE?

The Founder Memo • 39 implied HN points • 29 Mar 24
💼 Business Startups Finance Legal Investment Entrepreneurship
  1. Using Safes for fundraising can lead to founders selling too much of their company without realizing it. This often happens when multiple Safes stack up over time, causing unexpected dilution.
  2. Legal issues can pile up with Safes because many founders don't do thorough due diligence early on. When they finally need legal help for a priced round, hidden problems can cost them more to fix.
  3. It may be better for founders to consider priced rounds instead of Safes, especially for larger raises. This can help maintain ownership and reduce complexity in legal documents.

Klaviyo S-1 breakdown

Tanay’s Newsletter • 201 implied HN points • 29 Aug 23
💼 Business Technology Finance Marketing Ecommerce Entrepreneurship
  1. Klaviyo is a marketing automation platform that helps retail and eCommerce businesses drive revenue growth through digital channels like email and SMS.
  2. Klaviyo has strong financial metrics, with $585M in revenue over 12 months, impressive retention rates, and profitability with 76% gross margins.
  3. The efficient growth model of Klaviyo, its ability to resonate with eCommerce businesses, and reliance on partnerships like Shopify have contributed to its success.

Beach Delay

The Lund Loop • 98 implied HN points • 11 Sep 23
💼 Business Finance Technology Market Analysis
  1. The author is attending a conference in Huntington Beach today and tomorrow.
  2. The author plans to share a 'Daily Update' video later in the afternoon.
  3. The Lund Loop publication is reader-supported, and readers can subscribe to receive new posts and support the author's work.

Lutnick Goes to Washington

Net Interest • 8 implied HN points • 22 Nov 24
💼 Business Finance Commerce Investment Banking Economics
  1. Interdealer brokers connect traders without revealing who they are. This helps big companies make deals quietly, without affecting the market price.
  2. Even in a world dominated by technology, many traders still value personal interaction and market insights from human brokers. These brokers can find the best prices and handle complex trades in ways machines can't.
  3. Howard Lutnick's story is compelling, especially given his background and experiences. His role as a leader in interdealer broking may influence his approach as Commerce Secretary.

Alchemix Overview - Part 1 of 2

DeFi Education • 679 implied HN points • 06 Oct 21
🔮 Crypto Blockchain DeFi Tokens Investing Finance
  1. You can deposit DAI to create alUSD, which is a type of stablecoin. This helps you use your assets in a more flexible way.
  2. The yield from your collateral goes to pay off your advance automatically, making the process easier for you. You don't have to worry about repayment.
  3. Alchemix is a smaller market cap project compared to others, but it has interesting features that may appeal to users looking for innovative DeFi solutions.

Optimise for Change when Pressured for Features

🔮 Crafting Tech Teams • 39 implied HN points • 29 Feb 24
💼 Business Management Finance Product Development Entrepreneurship
  1. Businesses with low outcomes for big budgets may get stuck in a negative feedback cycle due to perceived ineffectiveness, leading to frugality and pressure.
  2. When pressured for features, it's important for teams to optimize for change to adapt to evolving demands and challenges.
  3. Optimizing for change in high-pressure situations can help businesses break free from stagnant cycles and drive better outcomes for their investments.

Perpetual Swaps / Intro to Derivatives

DeFi Education • 639 implied HN points • 31 Oct 21
🔮 Crypto Derivatives Trading Finance Leverage Markets
  1. Derivatives are financial contracts that get their value from underlying assets, like futures and swaps. They help traders in risking less money for potentially larger rewards, but also come with increased risks.
  2. Perpetual swaps are a popular type of derivative in crypto because they allow traders to hold positions indefinitely. This means you can bet on price movements of cryptocurrencies without actually having to own them.
  3. Using futures allows for predictable costs and known risks, while perpetual swaps offer more flexibility but with variable costs. Traders can choose based on whether they prefer stability or flexibility in their trades.

[P] BL: Accounting for Henshall

Nongaap Investing • 5 implied HN points • 14 Dec 24
💼 Business Investing Finance Accounting Management Corporate
  1. BlackLine has a new director known for his skill in mergers and acquisitions. People are curious if he can help the company grow through strategic takeouts.
  2. Nongaap investing focuses on understanding the true value of companies beyond just their financial reports. This approach can give investors a better idea of potential investments.
  3. The content shared is meant for paid subscribers, indicating a focus on delivering exclusive and premium insights.

Maker Financials + Aave GHO

DeFi Education • 379 implied HN points • 14 Jul 22
🔮 Crypto Blockchain DeFi Stablecoins Protocols Finance
  1. MakerDAO is known for creating DAI, a popular stablecoin in the DeFi space. It's a big player in decentralized finance and is being closely watched by investors.
  2. Aave has introduced a new stablecoin called GHO. This is part of the ongoing trend of stablecoin development in the decentralized finance market.
  3. The discussion around Maker and Aave highlights the evolving nature of DeFi, where new products and updates can quickly shift how users engage with these financial systems.

AI, Financial Crime, and the Dilemma of Responsibility

False Positive • 39 implied HN points • 26 Feb 24
🕹 Technology AI Finance Ethics Regulation Legal
  1. In the world of AI and finance, the question of responsibility for AI committing financial crimes is a complex legal and ethical dilemma.
  2. AI technology like deep learning and reinforcement learning is being used in hedge funds to maximize returns and manage risks in financial markets, but this raises concerns about potential market manipulation and ethical implications.
  3. Regulators are starting to address the risks posed by AI in financial markets, but challenges such as establishing intent in AI programs and ensuring accountability without hindering innovation remain.

[P] LW: Seeing Possibilities in Activism

Nongaap Investing • 2 implied HN points • 11 Jan 25
💼 Business Investing Activism Campaigns Incentives Finance
  1. The article focuses on the effectiveness of activist campaigns, specifically discussing how Jana approaches them.
  2. It highlights the idea of using 'carrot and stick' incentives in activism, which means offering rewards for positive behavior while also applying pressure when needed.
  3. Overall, the piece encourages readers to see potential in activism and how it can lead to meaningful changes.

Old Beethoven Had A Farm

DeFi Education • 499 implied HN points • 27 Feb 22
🔮 Crypto DeFi Blockchain Investing Finance Technology
  1. Beethoven X is a new platform in the DeFi world that is based on an existing project called Balancer v2. It's designed to help users easily trade cryptocurrencies.
  2. The name 'Beethoven' connects to both the famous composer and the concept of farming, playing on the words to create a fun twist.
  3. Users can enjoy features like automated trading and earning opportunities on this platform, making it a useful tool for DeFi enthusiasts.