The hottest Investment Substack posts right now

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Why Is The Arbitrum Fracas A Bad Precedent?

Athena Scale • 0 implied HN points • 07 Apr 23
🔮 Crypto Investment
  1. Arbitrum's governance controversy raises concerns about its decentralization.
  2. If Arbitrum can act independently of user governance proposals, it may be seen as a security rather than a utility token.
  3. The principle of 'Code is Law' in blockchain should be upheld to maintain the platform's integrity.

ACR #21: Boom or doom?

Africa Crypto Report (ACR) • 0 implied HN points • 24 Apr 23
💰 Finance Investment
  1. Crypto venture capital investment in Africa grew over 400% in 2022 to about $474 million.
  2. Seychelles and South Africa secured 81% of African funding, with crypto exchanges and custody platforms claiming 52% of the money.
  3. Africa's share of global blockchain venture funding rose from 0.3% in 2021 to 1.8% in 2022, but there are still regulatory challenges and a funding gap for blockchain startups in the continent.

Sucking the air out the room

Precipitation • 0 implied HN points • 18 Apr 23
🕹 Technology Investment
  1. ChatGPT is dominating tech conversations and news cycles, leaving other tech topics in the sidelines.
  2. Investment in AI, especially related to ChatGPT, is increasing, bucking the trend of decreasing venture capital investment.
  3. ChatGPT is driving one of the biggest hype cycles in tech, overshadowing other emerging technologies and attracting significant funding and attention.

Can Artificial Intelligence Replace the Human Stock Picker?

Deep Dive Tangents and Rationalizations • 0 implied HN points • 10 May 23
💰 Finance Investment
  1. The investment industry has been aware of AI and its limitations for around 3-4 decades.
  2. Using AI in stock-picking can show varied performance outcomes compared to traditional strategies like Buy-Write.
  3. AI adoption in financial markets is increasing, but it is more about supplementing human efforts rather than completely replacing them.

🚀 Innovators' Edge: AI startups, tech hype navigation, LPs, scouting & funding opportunities

Lolita's Newsletter • 0 implied HN points • 16 May 23
🕹 Technology Investment
  1. Understanding the Gartner hype cycle can help with making investment decisions and managing expectations about new technologies.
  2. AI is in the Slope of Enlightenment phase of the hype cycle, presenting a good investment opportunity.
  3. Blockchain may be in the Trough of Disillusionment phase, but Web 3 development is in its early stages, offering potential for decentralized app growth.

Point-To-Point Rocket Transportation

SpaceDotBiz • 0 implied HN points • 15 Jun 23
🕹 Technology Investment
  1. Point-to-point rocket travel technology is being developed and could have a significant impact on global transportation.
  2. Companies like SpaceX, Rocket Lab, and Relativity are working on reusable rockets, a key technology for point-to-point rocket travel.
  3. The Department of Air Force and Space Force are investing money into rocket cargo programs, showing a serious interest in this technology.

The Reason Blockchain Is Not Mainstream Yet.

Athena Scale • 0 implied HN points • 22 Jun 23
🔮 Crypto Investment
  1. Blockchain technology is in the process of moving towards mainstream adoption, beginning with innovators and early adopters.
  2. The Chasm phase in technology adoption, characterized by hype and potential scams, poses a significant challenge for blockchain to reach the Early Majority.
  3. For blockchain to become mainstream, it needs to address issues like security, scams, and gain approval from risk-averse Late Majority and Laggards.

Bidenomics, AI money, problems for bankers

Myriad Perspectives • 0 implied HN points • 02 Jul 23
💰 Finance Investment
  1. The White House is promoting a new economic strategy called 'Bidenomics'
  2. Generative AI startups are receiving significant investments, with companies like Databricks and Inflection AI raising billions
  3. Major banks like Bank of America and JPMorgan are facing challenges, with Bank of America trailing behind due to bond investments made during the pandemic

Coin Metrics’ State of the Network: Issue 215

Coin Metrics' State of the Network • 0 implied HN points • 11 Jul 23
💰 Finance Investment
  1. The introduction of spot Exchange-Traded Funds (ETFs) could simplify investment in digital assets for American investors.
  2. Investors face challenges with tax-advantaged accounts when wanting to invest directly in digital assets, creating a need for convenient exchange-traded products.
  3. Grayscale's trust products, such as the Bitcoin Trust (GBTC), fluctuate in value compared to the underlying asset, impacting investors' risk profiles and creating opportunities for arbitrage.

Vol. 3, No. 20 — For Fox sake

Valuabl • 0 implied HN points • 29 Sep 23
💼 Business Investment
  1. Rupert Murdoch's son will take partial control of Fox Corporation, but Rupert will still have a significant influence, potentially hindering the company's progress.
  2. A report indicates that most NFTs end up being worthless, showing the volatility and uncertainty of the NFT market.
  3. The market tends to undervalue companies considered ethically dubious, like Fox, which may result in continued undervaluation unless the company changes its image.

Vol. 4, No. 2 — Winging it

Valuabl • 0 implied HN points • 19 Jan 24
💰 Finance Investment
  1. Boeing's stock price is in a nosedive, and investors should be cautious about buying
  2. The British economy is struggling with low productivity due to credit contraction, lack of capital investment, and rising house prices
  3. Forecasts for Boeing stock's value are too optimistic, with more downside risk than upside potential

Vol. 4, No. 1 — The long and short of it

Valuabl • 0 implied HN points • 05 Jan 24
💰 Finance Investment
  1. Valuabl reflected on their economic predictions and stock picks from 2023 - some were successful, but value investing lagged behind growth tech stocks.
  2. Rate hikes can be regressive, benefiting the rich and putting a strain on the poor through increased credit card bills and mortgage costs.
  3. 2023 was profitable overall for Valuabl, but it was a tough year to beat the market, showcasing the challenges of outperforming in the investment world.

Deep dive on Sea Ltd ($SE)

Jonah’s Growth Stocks • 0 implied HN points • 22 Jan 24
💰 Finance Investment
  1. Sea Ltd is a company with a dual-class structure and 64,000+ employees headquartered in Singapore.
  2. The stock price of Sea Ltd has fluctuated between a low of $40.67 and a high of $93.70 over the past year.
  3. Paid subscribers receive detailed information on Sea Ltd and other stocks through Growth Stock Deep Dives.

Deep dive on Axon ($AXON)

Jonah’s Growth Stocks • 0 implied HN points • 22 Jan 24
💰 Finance Investment
  1. Axon, formerly known as Taser, is a company worth paying attention to in the investment world.
  2. Paid subscribers of Jonah's Growth Stock Deep Dives get in-depth analysis on stocks and access to investment portfolios.
  3. Detailed information on Axon, such as stock performance, market cap, and financial reports, is available for those interested in investing.

Deep dive on Chewy ($CHWY)

Jonah’s Growth Stocks • 0 implied HN points • 22 Jan 24
💰 Finance Investment
  1. Chewy ($CHWY) is a company worth looking into for investment.
  2. Chewy's stock information includes IPO details, stock price, market cap, and more.
  3. Paid subscribers can access detailed information and analysis on Chewy through Jonah's Growth Stock Deep Dives.

Deep dive on Spotify ($SPOT)

Jonah’s Growth Stocks • 0 implied HN points • 21 Jan 24
💰 Finance Investment
  1. Jonah's Growth Stock Deep Dives offers detailed insights for paid subscribers on Spotify and other investment opportunities.
  2. Spotify ($SPOT) had an IPO in April 2018 with varying stock prices and market performance.
  3. Deep dive content on Spotify covers aspects like business model, competitive advantages, risks, and valuation, aimed at aiding investment decisions.

Finding the Next Klaviyo - USA and Indian Startups are Leading the Innovation in Ecommerce Automation

Golden Pineapple • 0 implied HN points • 09 Oct 23
💼 Business Investment
  1. 70% of the fastest growing Marketing Automation and Customer Engagement platform startups are based out of USA and India
  2. Top 10 fastest growing e-commerce marketing automation companies include Elloe AI, Octane AI, and Akia
  3. About 60% of growing e-commerce marketing automation companies have more than a fifth of their staff in the Engineering department

Data & AI Strategy: Defining Your Stratagems

TeamCraft • 0 implied HN points • 25 Sep 23
💼 Business Investment
  1. As a manager, caring about strategy is important because resources are limited.
  2. Setting a vision and understanding the big picture are crucial for a successful Data & AI strategy.
  3. Communicate clearly to your team the pressures and expectations to align everyone towards the same goals.

B2B Wins Friday Reads: 2.2.24

B2B Wins by Steve Zakur • 0 implied HN points • 02 Feb 24
💼 Business Investment
  1. Envision what success looks like for your team to have a clear goal and direction.
  2. Seed investments have held up well, but Series A funding is more challenging, requiring more proof of success.
  3. Startups relying on AI need to focus on delivering value to customers to consider raising funds or selling.

130-Year-Old German Bank To Offer Bitcoin Services

Daily Digest • 0 implied HN points • 01 Feb 24
💰 Finance Investment
  1. A 130-year-old German bank partners with a Bitcoin firm, showing growing acceptance of cryptocurrencies in traditional banking.
  2. UK police seize $1.8 billion in Bitcoin as part of an investigation into investment fraud.
  3. Binance launches an inscription marketplace to cater to the increasing interest in digital assets.

Google Opens Bitcoin ETF Ads

Daily Digest • 0 implied HN points • 30 Jan 24
💰 Finance Investment
  1. Google has allowed Bitcoin ETF ads, with major firms like BlackRock now running campaigns.
  2. Crypto funds recently saw a $500 million outflow, mainly due to shifts in GBTC's performance.
  3. OKX introduced new inscriptions for unique token standards like Atomicals, Stamps, Runes, and Doginals.