The hottest Finance Substack posts right now

And their main takeaways
Category
Top Business Topics
Joshua Gans' Newsletter 0 implied HN points 16 Jun 21
  1. Macroeconomists in government played a crucial role in avoiding economic and societal collapse during the COVID-19 pandemic.
  2. The successful approach taken by economists involved keeping payments flowing, providing subsidies, and implementing programs to support workers and businesses.
  3. Despite challenges such as potential fraud and unbalanced interventions, the economists' actions in government are seen as a significant triumph for the system.
Joshua Gans' Newsletter 0 implied HN points 23 May 15
  1. The iPhone disrupted the market by challenging traditional norms in phone design and data usage, leading to a shift in consumer preference.
  2. BlackBerry's delayed response to the iPhone's disruptive design and features, like touch screens and user experience, contributed to its decline.
  3. BlackBerry had strengths in enterprise and messaging with BlackBerry Messenger, but poor managerial decisions and sluggish response to market changes led to missed opportunities.
Links I Would Gchat You If We Were Friends 0 implied HN points 13 Aug 22
  1. Etsy sellers faced challenges when their plant listings were mysteriously disappearing, highlighting the platform's content algorithm issues and fee increases.
  2. Despite Etsy's increased competition and challenges for sellers, the average monthly sales per active seller on the platform may not yield significant income.
  3. The incident with disappearing plant listings serves as a reminder for Etsy sellers to diversify and consider using other platforms to secure their livelihoods.
Links I Would Gchat You If We Were Friends 0 implied HN points 18 Feb 22
  1. The post talks about interesting articles such as a failed Bitcoin laundering attempt and a vibe shift article on The Cut.
  2. It mentions a story about bionic eyes becoming obsolete, leaving 350 blind people without support.
  3. The additional highlights include a variety of topics like fake song lyrics on Spotify, the elusive quint Axel in figure skating, and a crypto divorce story.
Technology Made Simple 0 implied HN points 22 Dec 21
  1. The problem involves minimizing the cost of painting N houses with up to K different colors, ensuring no neighboring houses have the same color.
  2. Matrix traversal and cost calculations are key components of solving this problem.
  3. It's essential to consider the cost of building each house with a specific color to determine the minimum overall cost.
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Activist Futurism 0 implied HN points 20 Sep 21
  1. Activists celebrated the 10 year anniversary of Occupy Wall Street, reflecting on the impact it had on movements and society.
  2. The successful launch of KlimaDAO raised over $17 million for buying carbon offsets, showing a strong demand for the project.
  3. The coincidence of Klima's launch with Occupy's anniversary symbolized a passing of the torch to new activist initiatives.
Venture Prose 0 implied HN points 02 Apr 19
  1. Entrepreneurs should focus on concentrating meetings, gathering interests, and keeping prospective investors updated during the fundraising process.
  2. Avoid collusion among investors by keeping people in /bcc when sending updates, updating every few weeks, and disclosing names of binding commitments with permission.
  3. Engage with candidates, work on the product, and bring exciting news in updates during the fundraising process to maintain business dynamic and investor interest.
Venture Prose 0 implied HN points 10 Jan 18
  1. Invest in founding teams that can build and manage strong teams, focusing on culture and organization.
  2. Look for companies with advanced technology that offers a competitive edge in the market.
  3. Bet on companies post initial traction but pre-acceleration, providing them with more funding and attention ahead of other investors.
Venture Prose 0 implied HN points 07 Feb 17
  1. Facebook was profitable when it went public, but Snap wasn't. Having a strong founding product CEO can be a good sign for a company's success.
  2. Comparing the engagement ratios of Facebook and Snap shows interesting insights. Snap users seem highly engaged.
  3. Snap and Facebook had different revenue and employee numbers at IPO. Managing rapid employee growth can be challenging for a company.
Venture Prose 0 implied HN points 11 Jan 17
  1. It's important to prioritize personal and professional growth before chasing rapid business expansion.
  2. Founders need to focus on clarity, vision, and execution to build a sustainable and successful business.
  3. Entrepreneurs should prioritize hiring, managing, and understanding their business data to make informed decisions and avoid common pitfalls.
Venture Prose 0 implied HN points 29 Jul 16
  1. Ambition in France is often fueled by inspiring role models and team dynamics, enabling individuals to push boundaries beyond perceived limits.
  2. Challenges exist in deploying public funds for startup financing in France, indicating a need to reevaluate or change approaches when faced with persistent issues.
  3. To enhance startup success and growth in France, motivating investors with effective incentives similar to those in the UK could be a key solution for addressing the funding gap.
Venture Prose 0 implied HN points 29 Jul 16
  1. A good fundraiser typically does 2 to 3 deals per year, with 5 to 6 in active mode, always having 2 to 5 deals in progress at different stages.
  2. Effective fundraisers usually avoid working with very young companies raising less than 1M€/1.5M€, unless they have a strong interest and do not take retainers in such cases.
  3. Reputable fundraisers operate exclusively, charge between 4% and 6% success fees based on deal size, and never ask for a signed contract with commission and capital access.
Venture Prose 0 implied HN points 18 Mar 16
  1. Early stage valuations can be inflated and impacted by market conditions. Companies that raise more money may face increased expectations for rapid growth or risk failure.
  2. High valuations come with high expectations. Failing to meet these expectations can lead to negative perceptions, especially when a lot of money is involved. Wise capital allocation is crucial.
  3. Extension and bridge funding rounds can help correct course temporarily, but the pressure and expectations increase with each round. Careful consideration of financial decisions and market positioning is essential.
Venture Prose 0 implied HN points 02 Feb 16
  1. Build a great team and focus on your hiring process and company culture for success.
  2. Constantly learn and grow, mastering the art of getting things done efficiently by learning from mistakes.
  3. Maintain honest, clear communication with investors, keeping them updated on the good and bad news, and always be transparent about finances.
Venture Prose 0 implied HN points 12 Jan 16
  1. Good fundraisers focus on maximizing outcomes, not just making small deals for quick commissions.
  2. Fundraising advisors save entrepreneurs time and energy by handling materials, contacting investors, maintaining momentum, and aiding negotiations.
  3. To choose a good fundraising advisor, consider their track record, how they interact with you, success fee structure, presentation style, and ultimately, their ability to deliver results.
Venture Prose 0 implied HN points 27 Nov 13
  1. The post discusses the decision-making process of bidding on something and relates it to fundraising.
  2. The author frequently questions whether to bid, showing it's a common dilemma.
  3. The content seems to revolve around an introspective exploration of bidding and its implications.
Dr.John B’s Newsletter 0 implied HN points 01 May 24
  1. Pinterest's stock jumped 17% due to impressive revenue growth and profit increase, with their monthly active users reaching 500 million.
  2. The company saw significant revenue growth, reaching $740 million in the first quarter and reducing losses from $209 million to $25 million.
  3. Pinterest's focus on Generation Z users and e-commerce efforts through partnerships with Amazon and Google have contributed to their revenue growth.
Do Not Research 0 implied HN points 20 Apr 21
  1. MLM participants often join ventures seeking to escape traditional employment and be their own boss.
  2. MLMs rely on leveraging personal relationships for sales, potentially straining social bonds.
  3. The MLM model can lead to financial and emotional turmoil, with promises of wealth often unfounded and legal consequences possible.
Tech Buzz China Insider 0 implied HN points 31 Jan 23
  1. The Tech Buzz China Insider subscription will resume in February with Ed and Freya creating new articles regularly.
  2. Members will receive two in-depth articles per month, featuring exclusive insights from Six Degrees Intelligence and additional info from Chinese tech media.
  3. The community aspect of Tech Buzz Insider will be scaled down, with the discontinuation of the Circles website and opening newsletter subscriptions to all interested.
Tech Buzz China Insider 0 implied HN points 09 Dec 21
  1. Join Tech Buzz China Insider community for exclusive access to discussions and livecasts with investors and operators in China tech.
  2. Learn about the inner workings of the Chinese government in economic development, including how local governments play a significant role in supporting businesses.
  3. Stay updated on significant developments in the Chinese tech industry, like the recent split of Alipay into separate apps, which was influenced by government directives.
Tech Buzz China Insider 0 implied HN points 10 Sep 21
  1. The New Beijing Stock Exchange is focusing on deepening the reform of the New Third Board in China
  2. Akulaku, a Chinese-founded company, is operating outside China with a BNPL, e-commerce, and digital banking platform
  3. Keep is a notable Chinese fitness app compared to Peloton, with substantial funding and plans for an IPO earlier this year
Tech Buzz China Insider 0 implied HN points 20 Aug 21
  1. The Discord migration is complete, and community members need to link their accounts for access. Weekly chats will be hosted in Discord as well.
  2. China's first BNPL Happay raises near $100 million in Series A funding, joining the league of successful BNPL companies like Klarna and Afterpay.
  3. China passes the Personal Information Protection Law, similar to GDPR, affecting tech giants like Alibaba, JD, ByteDance, and Tencent.
NEUROTECH FUTURES 0 implied HN points 27 May 24
  1. Cryptocurrency company Tether invested $200 million in Blackrock Neurotech, making Tether the largest shareholder in the Brain Computer Interface (BCI) company.
  2. The investment will primarily fund the commercialization and roll-out of Blackrock Neurotech's technology, focusing on key areas like human capital for commercial operations, new commercial hires, and potential acquisitions.
  3. Blackrock Neurotech's history and product development show a strong foundation for future growth, with a diverse product roadmap, ongoing R&D, and potential strategic acquisitions in the neurotech space.
The Orchestra Data Leadership Newsletter 0 implied HN points 15 Apr 24
  1. Sridhar Ramaswamy takes over as Snowflake's CEO, bringing a fresh perspective after Frank Slootman's departure.
  2. Snowflake is consolidating the 'Data Plane' within their platform, offering features like anomaly detection and data quality testing.
  3. Snowflake aims to democratize AI, providing easy access to AI services using data within the Snowflake platform.
Miner Weekly 0 implied HN points 29 Feb 24
  1. Publicly traded mining companies are raising substantial funds through stock offerings, with three top miners collecting $1.6 billion since October.
  2. Marathon has raised $750 million through its ATM program and plans for an additional $1.5 billion offering, focusing on infrastructure investments for 2024 and 2025.
  3. Major mining companies like Riot and CleanSpark are also making significant purchases of new miners and infrastructure upgrades to enhance their operations.
Miner Weekly 0 implied HN points 16 Oct 23
  1. Bitcoin's hashrate keeps rising, hitting a record high of 450 EH/s due to increased mining activity and influx of new miners.
  2. Bitmain's U.S. entity has imported a significant number of Antminers, notably the S19XP model, contributing to the growth of bitcoin's hashrate.
  3. North America, especially the U.S., is gaining market share in bitcoin mining with FoundryUSA, Luxor, and MaraPool accounting for a significant portion of total blocks mined.
Miner Weekly 0 implied HN points 09 Oct 23
  1. Bitcoin mining companies have been aggressively expanding their operations, leading to a significant increase in the network's hashrate.
  2. Some public mining companies like Bitdeer, CleanSpark, Marathon, and others have surpassed Bitcoin's growth in hashrate during Q3.
  3. The increased competition and growth in mining pubcos are squeezing out smaller players in the market share of Bitcoin production.
Miner Weekly 0 implied HN points 05 Jun 23
  1. Senior management at Riot Platforms has been selling off shares, totaling $16m, with most selling activities happening recently.
  2. Multiple team members of a project selling their stakes around the same time can be an intriguing situation, sparking curiosity about the reasons behind it.
  3. Riot's senior management and board directors have collectively reduced their stakes in the company, with some filing notices for further stock sales.
Miner Weekly 0 implied HN points 25 Mar 23
  1. BitDeer has significantly increased its operational capacity in Texas, challenging Riot's dominance in the region.
  2. BitDeer's business models include Proprietary Mining, Hashrate Sharing, and Hosting, with Hosting segment's revenue significantly growing.
  3. Texas emerges as a major hub for Bitcoin mining with around two gigawatts of operating capacity, showcasing a booming industry despite challenges.
Miner Weekly 0 implied HN points 29 Jan 23
  1. Correction was made regarding a loan table mix-up for BlockFi borrowers involving two different companies.
  2. Core Scientific is looking to sell Bitmain coupons at a discount due to bankruptcy, with specific restrictions on usage.
  3. BlockFi is auctioning off $158 million in loans backed by bitcoin miners, revealing detailed information on the collateral value of the miners.
Miner Weekly 0 implied HN points 26 Nov 22
  1. Marathon and Hut8 mining firms held onto all their mined bitcoins despite the bearish market, possibly planning to tap into their BTC reserves as cash reserves run low
  2. Mara and Hut8 incurred around $20M in cash expenses each in Q3; Mara borrowed $50M against BTC to cover costs for the next year, facing margin call risks if BTC price dips
  3. Regulations like novel laws by NY governor and town moratoriums are impacting crypto mining; financial challenges faced by mining companies like Core Scientific and legal cases add complexity to the industry
Miner Weekly 0 implied HN points 01 Oct 22
  1. North America has become the main computing hub for securing the bitcoin network after China expelled miners.
  2. The power capacity for mining is more distributed in North America due to varied political and social landscapes in the U.S. and Canada.
  3. The power capacity of public mining companies in North America is estimated to be about 2.8 gigawatts, with Texas and Georgia occupying the top spots.
Miner Weekly 0 implied HN points 17 Sep 22
  1. Hashrate movements in major mining pools like Poolin affect the overall distribution of hashing power in the network, leading to observations like KucoinPool potentially being a Poolin white label.
  2. The mining community is reminded of past incidents where crypto exchanges used white labels of established pool operators to attract customers, revealing a dependency on fewer pool operators than commonly assumed.
  3. Regulation, hardware advancements, finance updates, and infrastructure developments are key areas of interest in the mining industry, reflecting the dynamic nature of the cryptocurrency ecosystem.
Miner Weekly 0 implied HN points 10 Sep 22
  1. Mining companies are optimizing their hashrate capacity instead of selling BTC holdings, showing a shift in strategy.
  2. The introduction of 'Realized Hashrate' as a new metric provides a better understanding of how much of a mining company's computing power is being utilized.
  3. In August, mining companies reduced liquidating their BTC holdings, with Iris Energy notably increasing production.
Miner Weekly 0 implied HN points 03 Sep 22
  1. Bitcoin mining difficulty increased, causing hashprice to drop to around $0.08 per TH/s, impacting mining profitability and leading to pressure on inefficient miners.
  2. Public bitcoin mining companies have managed to keep mining costs below $20,000, but general expenses could push some companies to exceed $30,000 per BTC, affecting their overall profitability.
  3. Regulations, such as the rejection of green crypto mining studies and veto of crypto mining laws due to energy costs, and hardware news, like companies broadening digital ambitions and increased mining difficulty, continue to shape the crypto mining landscape.
Miner Weekly 0 implied HN points 27 Aug 22
  1. Expect a significant difficulty jump in mining next week, which could be the largest of the year, impacting profitability.
  2. The legal disputes between companies like GMO Internet and Whinstone show the challenges faced by miners in a bear market.
  3. Regulation impacts mining operations, such as BitRiver losing clients and ongoing seizures of mining equipment in Iran.
Miner Weekly 0 implied HN points 13 Aug 22
  1. Bitcoin miners like Marathon and Hut8 faced large impairments amidst a crypto downturn in Q2 while continuing their expansion goals.
  2. M&A activities are on the rise in the mining industry with acquisitions like CleanSpark buying a 36MW mining site and companies like Iris Energy and Cipher Mining boosting their power capacities.
  3. Upcoming earnings reports will shed light on miners' cost of production in Q2 versus Q1, providing insights into the financial health of these companies.
Miner Weekly 0 implied HN points 06 Aug 22
  1. Bitcoin's mining difficulty increased after miners in Texas resumed operations, leading to a significant impact on production costs.
  2. Many public miners are set to release Q2 earnings reports, providing insight into the spike in energy rates for bitcoin mining.
  3. Regulatory changes in countries like Paraguay and Senate discussions on tax rules are affecting crypto miners worldwide, highlighting the evolving landscape of the industry.
Miner Weekly 0 implied HN points 30 Jul 22
  1. Bitcoin's hashrate increased by ~8% as Texas miners resume power, significant news announced during Mining Disrupt 2022 and Bitmain's WDMS in Miami
  2. Ethereum Classic saw a surge of over 100% since mid-July due to the Ethereum PoW fork discussion and the debut of AntPool in its ecosystem
  3. Public miners like Stronghold and Mawson released their Q2 production data, showing growth surpassing network competition rise, offering a holistic view of 17 public miners' quarterly production