The hottest Finance Substack posts right now

And their main takeaways
Category
Top Business Topics
Valuabl 0 implied HN points 05 Jul 25
  1. ValuationBot is an AI tool that helps you research stocks much faster than traditional methods. This means less time spent on studying and more time for other activities.
  2. Using ValuationBot can help you invest like expert fund managers without needing to hire a large team. It's designed to save you money while giving you valuable insights.
  3. The AI-driven approach of ValuationBot allows you to get updated information quickly, making your investment decisions more efficient. This can lead to better financial outcomes.
Brad DeLong's Grasping Reality 0 implied HN points 08 Jul 25
  1. Capitalism has many critics, and while they don't always agree, their voices are important. They highlight issues like exploitation and inequality in the system.
  2. Many people feel that capitalism is facing serious problems today, but history shows that capitalism has transformed and adapted before. It's possible that we are not witnessing its end.
  3. Capitalism changes form over time, and no single political system can manage it forever. Understanding its various stages helps us see that it's a complex and evolving system.
ASeq Newsletter 0 implied HN points 25 Jul 25
  1. 10X Genomics had a discussion about their Q2 results coming soon, which relates to their previous Q1 results. They predict that 2025 revenue could be four times higher than what they reported in Q1.
  2. There is still concern about the declining sales in single-cell technology. The outlook for spatial technology to compensate for these losses is uncertain.
  3. Updates to previous graphs have been made to reflect the latest data, which may give subscribers improved insights on the company's financial condition.
Alex's Personal Blog 0 implied HN points 29 Jul 25
  1. Figma has raised its IPO price range, aiming for a higher valuation, which shows strong investor interest. This could mean good returns for its backers when it goes public.
  2. Chinese AI companies like Z.ai are focusing on open-source models, making them affordable. This is a smart strategy, especially since many clients prefer open-source options over closed ones.
  3. There is a growing divide between American and Chinese approaches to AI development, with the U.S. leaning toward closed models and China emphasizing open-source technology. This shift might impact how global AI markets evolve.
Alex's Personal Blog 0 implied HN points 28 Jul 25
  1. Nvidia is having trouble meeting demand for its chips in China, which could hurt its business, but it's still a win for American companies.
  2. The recent US-EU trade deal lowers tariffs but has left some European leaders unhappy, showing that trade agreements can be complicated.
  3. A new Microsoft study suggests many jobs are at risk due to AI automation, which means some workers might need to adapt to changing job markets.
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Alex's Personal Blog 0 implied HN points 24 Jul 25
  1. Tesla is facing challenges with declining revenues and missed expectations, which is causing investor concern about its future growth. They are working on new projects but haven't promised much immediate improvement.
  2. On the other hand, Alphabet (Google) had a strong earnings report, exceeding expectations with significant growth in its AI and cloud services. Investors are reacting positively to this strong performance.
  3. The U.S. government is changing its approach to AI regulations, aiming for a unified federal standard while limiting state-level laws. This could allow AI companies to operate more easily but raises concerns about regulation.
Alex's Personal Blog 0 implied HN points 16 Jul 25
  1. Firefly Aerospace is planning to go public soon, and it builds small rockets for space launches. It has a big backlog of contracts, showing there's strong demand for its services.
  2. JP Morgan mentioned that businesses need to adapt to new economic conditions, like inflation and tariffs, as they impact hiring and investments. Companies are trying to move on and make decisions despite uncertainties.
  3. OpenAI remains flexible and innovative, even with its rapid growth. A recent employee shared insights showing that the company is not bogged down by internal issues, which is good news for its future.
The Rotten Apple 0 implied HN points 01 Aug 25
  1. You can save a lot of money with group subscriptions, especially for 100 people. It's a good deal if everyone shares the same company email.
  2. The total cost for a group subscription is $599 for a year, which saves you over $9,000 compared to buying individually.
  3. If you're interested, you need to contact Karen by email before the offer ends on September 1st, 2025.
Coin Metrics' State of the Network 0 implied HN points 22 Jul 25
  1. Canton Network is a unique 'network of networks' that helps different blockchains work together while keeping data safe and private. This setup is great for businesses that need to protect their information.
  2. Canton Coin is the main token used in the network, creating rewards for people who help maintain the system, like validators and app developers. The rewards are set to shift over time to encourage more app usage.
  3. The network's Global Synchronizer is key to connecting different applications and allowing secure transactions. This helps users maintain control over their data while still participating in the network.
Valuabl 0 implied HN points 04 Aug 25
  1. ValuationBot helps you quickly analyze stocks. You can get detailed reports in just 10 minutes.
  2. Right now, you can lock in a low price for reports, only $2.50 each. This offer ends soon, so it's a good time to try it out.
  3. The tool uses real-time data to give you insights for your investments. You can feel more confident about your stock choices.
Digital Native 0 implied HN points 30 Jul 25
  1. Understanding fund math is crucial for both VCs and founders. It helps in making better investment decisions and knowing what drives success.
  2. Success in venture capital often relies on two key things: having good ownership in companies and finding outliers that can provide high returns. A few strong investments can outweigh many that fail.
  3. Smaller funds tend to perform better than larger ones. They have better chances of generating high returns because they can focus on innovative, high-potential early-stage companies.
Ronin’s Newsletter 0 implied HN points 08 Aug 25
  1. Cross-chain swaps are now available in the Ronin Wallet, letting you swap tokens between different blockchains easily.
  2. To make a swap, just open the Ronin Wallet and follow a few simple steps—it's quicker and requires less clicking than before.
  3. This new feature is powered by Relay Protocol, which helps you find the best prices and trade routes for your swaps.
Alex's Personal Blog 0 implied HN points 18 Nov 25
  1. Klarna had a strong first earnings report, with higher revenue than expected, showing that tech companies can grow while keeping costs stable.
  2. The value of Bitcoin dropped below $90,000, indicating a rough time for cryptocurrency markets.
  3. Databricks is looking to raise more funds privately, which raises questions about why it's staying out of public markets despite impressive growth.
Coin Metrics' State of the Network 0 implied HN points 18 Nov 25
  1. Zcash has seen a huge price increase of almost 10 times since October due to growing interest in privacy in blockchain transactions.
  2. The amount of Zcash stored in private, shielded wallets has risen significantly, indicating that more users value privacy while using digital currencies.
  3. Recent technological improvements, like better wallets and easier cross-chain swaps, have made it simpler for users to use Zcash's privacy features.
Respectful Leadership 0 implied HN points 06 Dec 25
  1. Building a business is different from just creating a product. It's important to focus on how to sustain and grow your company.
  2. Learning from experienced speakers can provide valuable insights. They can share real-life lessons about overcoming challenges and finding success.
  3. Networking is crucial. Meeting the right people can help you find support and guidance as you grow your business.
Digital Native 0 implied HN points 19 Nov 25
  1. New York is an industry town with deep hubs for finance, healthcare, media, advertising, law, restaurants, fashion, real estate, and more.
  2. Many of those industries run on manual, fragmented workflows and large markets, so applied AI can quickly improve efficiency and create new business models.
  3. While San Francisco leads on foundation models and infrastructure, New York’s proximity to domain experts, customers, and operators gives it an edge in building and scaling industry-specific AI companies.
Respectful Leadership 0 implied HN points 19 Dec 25
  1. A community meetup can deliver concentrated, practical business education that teaches what investors want, how to manage personal and company finances, and the basics of product development.
  2. Product work now demands attention to ethics and AI, and UX-focused practitioners can show how to build responsible, user-centered products that scale.
  3. Practical frameworks for leadership and people management, plus founder stories and networking, give attendees concrete tools and peer support to grow their ventures.
Tippets by Taps 0 implied HN points 04 Jan 26
  1. Reading widely across subjects is the best way to build useful mental models, so prioritize and protect time for books.
  2. China’s industrial and AI progress may be underestimated and has major strategic implications, while tech wealth often favors startups over civic institutions, weakening cultural infrastructure.
  3. Young people are turning to high-variance bets (crypto, prediction markets, sports betting) because AI shortens career timelines and social media raises comparisons, and without strong capital taxation AI-driven capital gains could concentrate wealth across generations.
OSS.fund Newsletter 0 implied HN points 08 Jan 26
  1. Multi-layer approval chains for low-value purchases mostly exist to diffuse blame rather than improve decisions, and they add unnecessary delay.
  2. Auditable AI agents can enforce policy, score risk, auto-approve routine buys in seconds, and keep better tamper-proof audit trails.
  3. You’re paying a coordination tax in time and money — audit small purchases and automate rule-compliant approvals so people can focus on genuine judgment and analysis.