The hottest Investments Substack posts right now

And their main takeaways
Category
Top Business Topics
Coin Metrics' State of the Network 0 implied HN points 14 Jan 25
  1. Bitcoin is expected to reach between $140K and $170K in 2025. This growth will come from more people adopting it and from ETF purchases.
  2. Ethereum is predicted to perform better, aiming for a price of $7,500 to $10,000 due to rising demand and new technologies being developed.
  3. Stablecoins are set to grow a lot in 2025, potentially doubling in size. People will use more of them for payments and trading as they become more accepted.
The Green Techpreneur 0 implied HN points 10 Jan 25
  1. The Green Techpreneur helps climate tech startups connect with investors and offers valuable insights through interviews and articles.
  2. In 2024, the subscriber list grew, and there were partnerships established to help climate tech startups get investment ready.
  3. For 2025, a big focus will be on connecting startups with investors and expanding investments in clean technologies and climate solutions.
ASeq Newsletter 0 implied HN points 21 Jan 25
  1. Oxford Nanopore's revenue is growing, but it's unclear if they'll be profitable by 2027. Their growth is mostly due to a product called Plasmidsaurus, but future short-term growth is uncertain.
  2. Pacific Biosciences is struggling with revenue and sticking to their short reads strategy, which isn't performing well. However, their technical advancements and research look promising.
  3. Illumina's revenue is stable, which is good given current market challenges. They are focusing more on clinical applications, aiming to provide high-quality insights at lower costs.
Alex's Personal Blog 0 implied HN points 12 Feb 25
  1. Defense funding is increasing, and it looks like 2025 will have a record high in investments for defense companies. New opportunities in this sector are popping up, indicating strong growth potential.
  2. Recent inflation data shows consumer prices rising more than expected, which suggests interest rates might stay higher for longer. This could affect economic decisions moving forward.
  3. Lyft's recent earnings report was disappointing, and the company's announcement about future self-driving taxis seemed like an attempt to distract from weaker financial results.
Alex's Personal Blog 0 implied HN points 24 Jan 25
  1. The new Crypto Executive Order is seen as having a positive impact on the industry. It focuses on providing a clear framework for crypto activities.
  2. This order might promote innovation in the sector by reducing excessive caution from companies. It encourages businesses to engage more proactively with cryptocurrency.
  3. Overall, there is a sense of cautious optimism regarding how this order will shape the future of cryptocurrency regulation and development.
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ASeq Newsletter 0 implied HN points 18 Feb 25
  1. Oxford Nanopore has laid off around 60 employees, which is about 5% of its workforce. It's tough for those affected, and many were talented individuals.
  2. These layoffs come after reports of new investments in the company, suggesting there might be some uncertainty about reaching profitability soon.
  3. Despite having great technology and good people, the leadership at Oxford Nanopore seems to make questionable decisions, which raises concerns about the company's future.