The hottest Investments Substack posts right now

And their main takeaways
Category
Top Business Topics

World’s First Cultivated Eel, Europe's Largest Mycelium Investment, and China Embraces GMOs for Food Security

Better Bioeconomy • 98 implied HN points • 28 Jan 24
🍲 Food & Drink Alternative Proteins Investments
  1. Israeli startup Forsea unveils world's first cultivated eel using innovative cell-based technology for traditional eel texture and flavor.
  2. UCC's fermentation research centre advances Irish food sectors with precision fermentation techniques and sustainable practices.
  3. Bolder Foods introduces mycelium ingredient for cheese alternatives, offering nutritious, sustainable, and flavorful options.

Timing Is The Single Biggest Reason Why Startups Succeed! | On the Life & Death of Y Combinator Startups | VC Remote Jobs and More

Venture Curator • 179 implied HN points • 17 Oct 23
💼 Business Startups Venture Capital Investments Technology Market Analysis
  1. Timing is crucial for startup success - knowing when to enter a market can make or break a startup
  2. Different types of markets affect a startup's fate: small market not growing, large market with past growth, being too early, or small market growing quickly
  3. Entrepreneurs should focus on being in a small market that is growing rapidly to increase chances of success

How Banks (Zeros) Make Money

DeFi Education • 899 implied HN points • 12 Apr 22
💰 Finance Banking Investments Cryptocurrency Regulation Asset management Revenue streams
  1. Banks make money by accepting deposits and giving loans. They charge fees for services like managing assets and processing transactions.
  2. Decentralized finance (DeFi) is changing how finance works, allowing people to cut out banks and manage their money directly. This means banks might lose some of their income.
  3. Crypto and other digital methods are making it easier for people to manage their money and investments without needing traditional banks. This could change the banking industry a lot in the future.

The crisis VCs face turning investments into cash returns

Alex's Personal Blog • 32 implied HN points • 14 Oct 24
💼 Business Venture Capital Investments Startups Financial Markets Economic Trends
  1. Venture capitalists are struggling to turn their investments into cash returns. This means they are having a tough time selling their stakes in companies for a profit.
  2. There has been a significant drop in the number of venture-backed company exits. The amount of money made from these exits is now much lower than it was in previous years.
  3. The slow pace of returns is affecting the number of active venture funds. Many funds have stopped working or reduced in size because of the less promising investment environment.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

IPOs are underpriced

Something to Consider • 19 implied HN points • 25 Jun 24
💰 Finance Stock Market Investments Economics Corporate Finance Market Trends
  1. IPOs, or initial public offerings, often sell for less than their true value. This means companies miss out on money they could have earned.
  2. There are better ways to sell shares, like auctions, that could help get a fairer price. Selling all shares at once is not ideal.
  3. Releasing shares gradually could lead to better pricing and less underpricing. This way, companies wouldn’t leave money on the table when they go public.

The Space Industry today: beyond headlines

Space Ambition • 539 implied HN points • 23 Sep 22
🕹 Technology Startups Innovation Investments Regulations
  1. There are more than 1,700 private companies working on innovative solutions in the space industry today. This means a lot is happening beyond just the big names like SpaceX and Blue Origin.
  2. Sending things to space has become much cheaper, thanks to reusable rockets and new technology. This makes it easier for smaller companies to launch their satellites and projects.
  3. New technology like 3D printing and robotics is helping reduce costs and improve how space missions are done. Plus, supportive government laws are encouraging even more startups to join the space race.

Global Space and Technology Convention 2024: Highlights by Space Ambition

Space Ambition • 59 implied HN points • 22 Mar 24
🕹 Technology Space Tech Investments Innovation Data
  1. The Global Space and Technology Convention is a big event in Asia for space tech, attracting over 1,000 people. It offers great networking opportunities for those interested in the space industry.
  2. There were interesting discussions about how space data is being used in finance and how money pressure can hurt sustainability in startups. It's important to balance profit and environmental concerns.
  3. Panels discussed innovation in space exploration, covering topics like robotics and energy needs in space. It's exciting to think about future missions and technologies that can help us explore beyond Earth.

Deep Dive: Maple Finance

DeFi Education • 499 implied HN points • 30 Nov 22
🔮 Crypto DeFi Fintech Blockchain Investments Finance
  1. DeFi stands for decentralized finance, which means financial services that operate without central authorities or intermediaries. It's like banking without a bank, where everybody can access services freely.
  2. Maple Finance is a platform that combines finance technology with decentralized finance. It offers users a chance to lend and borrow funds in a decentralized way.
  3. The goal of DeFi is to create an open finance system accessible to anyone. It aims to improve transparency and inclusivity in financial transactions.

Israel: An In-Depth Look at Its Thriving Space Tech Ecosystem

Space Ambition • 219 implied HN points • 09 Jun 23
🕹 Technology Space Tech Startups Innovation Investments Research
  1. Israel has a strong space tech startup scene with over 6,000 active startups. This impressive number shows how innovative and entrepreneurial the country is.
  2. The Israeli space community includes various organizations like the Israel Space Agency and numerous private companies working together on exciting space projects, boosting collaboration and development.
  3. Israel's history of challenges has driven its focus on innovation, helping it become a leader in space technology despite being a small nation with limited resources.

'ZIRP' No More: A Founder Playbook for the Market Downturn

Condensing the Cloud • 157 implied HN points • 01 May 23
💼 Business Finance Technology Startups Investments Economics
  1. Nap pods and extravagant perks in tech companies are becoming less common due to market downturn.
  2. Private-company leaders are advised to focus on building great products and growing efficiently, especially during a potential recession.
  3. Software companies have the potential to thrive by reducing cash burn, optimizing operations, and focusing on efficient growth strategies.

Endgame #3

The Dollar Endgame • 119 implied HN points • 29 Nov 23
💰 Finance Economy Investments Monetary Policy Real Estate Banking
  1. Japan adjusted its bond yield control policy in an effort to curb interest rates, showing the delicate balance between stimulating the economy and managing debt.
  2. The United States is experiencing increases in national debt and a housing market slowdown due to rising interest rates impacting new home and car sales.
  3. Gold prices have been rising as a safe haven investment, influenced by a weakening dollar and central banks acquiring significant amounts of gold, serving as a potential indicator of future monetary debasement.

Decoding Term Sheet: Liquidation Preference | Particiaption & Non-Participation Rights

Venture Curator • 179 implied HN points • 23 May 23
💼 Business Venture Capital Startup Financing Investments Startups
  1. Understanding terms like liquidation preference, participation, and non-participation rights is crucial for both investors and founders in startup financing.
  2. Liquidation preference refers to the priority investors have in receiving proceeds from the sale of a company.
  3. Non-participation means investors choose between a 1X preference or their stake, while participation involves investors receiving funds through both methods during liquidation.

QuantumSi - Chips No More!

ASeq Newsletter • 14 implied HN points • 21 Nov 24
🕹 Technology Quantum Computing Bioengineering Investments Startups
  1. QuantumSi shared new information during their investor day, showcasing their advancements. They seem to be moving beyond traditional chips in their technology.
  2. The QuantumSi project is gaining attention, and many connections are being made in the community. It's a good time to get involved and learn more.
  3. Readers are encouraged to check out the investor day presentation for deeper insights into QuantumSi's direction. It might be useful for those interested in tech innovations.

Why Founders Are Afraid to Talk About MOAT? | Investors Getting 64X Return From $975M Loom Sale | VC Remote Jobs and More

Venture Curator • 139 implied HN points • 13 Oct 23
💼 Business Startup Ecosystem Venture Capital Entrepreneurship Investments Tech industry
  1. Founders are hesitant to discuss their startup's competitive advantages, known as MOATs, due to lack of understanding and fear that their startup may not have a strong enough MOAT.
  2. A startup's MOAT includes characteristics like community, trust, network effects, and users that make it hard for competitors to replicate.
  3. Successful companies like Spotify built their MOAT on a bold vision and a statement that revolutionized the user experience, rather than just technology or features.

The 16th Largest Bank in the United States is No More

The Sunday Morning Post • 137 implied HN points • 12 Mar 23
💰 Finance Banking Investments Regulation Economy Business
  1. Silicon Valley Bank, the 16th largest in the US, was shut down due to bad investments and cash management issues.
  2. The failure caused panic in the banking community, leading to stock value drops and concerns about similar risks in other banks.
  3. The unique situation of Silicon Valley Bank and its impact on the tech sector may not necessarily lead to a widespread banking crisis.

Currency Arbitrage for Real Estate in Argentina

BowTiedMara - Geoarbitrage & Mobility Assets • 137 implied HN points • 21 Jul 23
💰 Finance Real Estate Investments Currency Exchange
  1. Currency arbitrage can be utilized when buying real estate in Argentina through payment plans in USD or pesos.
  2. Investing in new construction projects in Argentina requires due diligence on the construction company's track record and the payment structures, such as Fideicomiso or SA/SRL.
  3. Non-residents can access payment plans for real estate in Argentina, leading to opportunities for profitable investments and potential currency arbitrage.

The Best and Worst DeFi Investments of 2021

DeFi Education • 799 implied HN points • 28 Dec 21
🔮 Crypto Investments Decentralization Blockchain Financial Analysis Market Trends
  1. Investing in DeFi can be risky, so it's important to recognize projects that might seem profitable but could actually be scams, like Olympus DAO, which raised concerns about being a Ponzi scheme.
  2. Strong projects like Sushi and Rari had mixed results for investors. Issues within the teams or changes in market conditions can dramatically affect performance, showing the need to stay informed.
  3. Timing and strategy are key in investing. It's helpful to sell at good moments and manage how much of your portfolio is in high-risk investments to protect against big losses.

Lindy Bank

Net Interest • 12 implied HN points • 15 Nov 24
💰 Finance Banking Investments Mergers Economics Government
  1. European governments are selling off their stakes in banks after a period of crisis, with billions of dollars worth of shares being returned to private ownership.
  2. Monte dei Paschi di Siena, the world's oldest bank, is showing signs of recovery and profitability after facing multiple near-failures over its long history.
  3. Management changes and a new business plan at Monte dei Paschi di Siena suggest the bank is optimistic about future growth and possibilities of mergers and acquisitions.

VC Market: 3 takeaways from ‘23 and 4 predictions for ‘24

Inverted J Curves • 78 implied HN points • 04 Jan 24
💼 Business Venture Capital Startups Predictions Funding Investments
  1. Global VC investments decreased in 2023, especially in European tech.
  2. Funding for European early-stage companies remained steady, with higher valuations at pre-Series A companies.
  3. In the New Nordics, climate tech attracted the most funding, with predictions for a fundraising frenzy in 2024 and higher bar for early-stage funding.

Patrick Mahomes Wants To Add A WNBA Team To His Growing Sports Portfolio

Huddle Up • 14 implied HN points • 04 Nov 24
🎾 Sports Athletes Teams Leagues Investments Business
  1. Patrick Mahomes is looking to buy a WNBA team for Kansas City. He already has stakes in several sports teams, showing he's serious about sports investing.
  2. The WNBA is experiencing a big rise in popularity and viewership, especially thanks to players like Caitlin Clark.
  3. Mahomes seems to be taking advantage of the WNBA's growth, as it sets new records in attendance, sponsorships, and merchandise sales.

BlockFi

DeFi Education • 599 implied HN points • 16 Feb 22
🔮 Crypto Investments Regulation Risks Products
  1. BlockFi is facing legal troubles and has to pay $100 million to settle with regulators. This shows that centralized crypto investment products can carry big risks.
  2. The article advises people to be careful and avoid centralized and custodial crypto products. This is especially important because of the issues revealed about BlockFi.
  3. Recent events highlight the need for transparency and caution when investing in cryptocurrencies. Users should understand the risks involved before putting their money in these platforms.

Open Banking & Embedded Finance – Two sides of the same coin; Which technologies are shaping the future of fintech?; So what has the winning strategy for fintechs been over the last decade?;

Fintech Wrap Up • 58 implied HN points • 24 Jan 24
💰 Finance Fintech Investments Technology Trends Market Analysis
  1. Open Banking and Embedded Finance are closely related concepts driving innovation in fintech through APIs.
  2. Key winning strategies for fintech success include starting with a unique product, scaling to improve cost efficiency, and expanding to offer multiple related products.
  3. Fintech investments globally saw a significant drop in 2023, but confidence started to return towards the end of the year.

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.

What is a bond?

Concepts of Finance 🧠 • 219 implied HN points • 23 Mar 23
💰 Finance Bonds Investments Market Analysis Financial Education Risk Assessment
  1. A bond is like an IOU. When you buy one, you're lending money to a government or company for interest over time.
  2. There are different types of bonds, like government bonds for public projects and corporate bonds for business funding.
  3. Bonds have important terms like issuer, coupon rate, and maturity date, which help determine how they work and what investors earn.

What is an ETF?

Concepts of Finance 🧠 • 179 implied HN points • 18 May 23
💰 Finance Investments Markets ETFs Mutual Funds Investment Strategies
  1. An ETF is a collection of different investments that you can buy as one package. This lets you invest in many assets like stocks and bonds without picking each one separately.
  2. ETFs are traded throughout the day like stocks, while mutual funds are only traded at the end of the day. This makes ETFs more flexible for buying and selling.
  3. ETFs usually have lower costs than mutual funds because they are passively managed. They also show their holdings daily, making it easier to know what you're investing in.

€25M Bioeconomy Fund, Fostering Biomanufacturing Talent, and Alt Protein Perspectives Across Asia

Better Bioeconomy • 58 implied HN points • 14 Jan 24
🍲 Food & Drink Alternative Proteins Investments
  1. Liberation Labs and Ivy Tech Community College-Richmond launch a biomanufacturing workforce training program to prepare employees for a new plant
  2. UC Davis' iCAMP focuses on advancing alternative proteins to address the forecasted increase in meat demand and environmental impact
  3. Lidl Hungary and Denmark's Salling Group lower prices of plant-based products to encourage consumers to choose sustainable options

The US national debt reached $34.5 trillion, an all-time record, but does it actually matter?

Global Markets Investor • 39 implied HN points • 07 Mar 24
💰 Finance Debt Economy Investments Taxes Monetary Policy
  1. The US national debt has reached a record $34.5 trillion, increasing by $1 trillion every 100 days since June. This high level of debt poses challenges for the government and future generations.
  2. The US debt-to-GDP ratio is currently at 123.7%, near the all-time high. A high ratio decreases a country's ability to pay back debts and could lead to default or inflation-adjusted losses for investors.
  3. A country with a debt-to-GDP ratio above 130% historically has a high probability of default. High debt levels can limit future investments, impact economic growth, and reduce flexibility in responding to crises.

It's beliefs all the way down

Iterare • 98 implied HN points • 14 Mar 23
💰 Finance Beliefs Money Investments Markets Value
  1. Money is based on belief - understanding beliefs is crucial when dealing with finances.
  2. Markets and trading value are driven by what others believe - belief in value is fundamental in trading.
  3. Understanding beliefs about beliefs is important in investing - being aware of the dynamics of belief in market behavior can help in making investment decisions.

All the Devils

Net Interest • 10 implied HN points • 01 Nov 24
💰 Finance Banking Investments Market Trends Economic History
  1. Credit Suisse faced many scandals over the years, with problems ranging from excessive leverage to internal fraud. Many employees engaged in unethical behavior, which contributed to the firm's reputation and difficulties.
  2. During the 2000s, Credit Suisse grew and achieved record earnings, but underlying issues were present. The firm made risky acquisitions and ignored warning signs that would later affect its stability.
  3. A historical perspective reveals a pattern of mismanagement and scandal within Credit Suisse. Key figures in the company made questionable decisions that ultimately led to its downfall.

Series B Activity: January 2024

Magid and Co • 39 implied HN points • 08 Feb 24
💼 Business Finance Investments Data Analysis Startups Entrepreneurship
  1. Series B deal volume increased significantly in January compared to December, which is positive news for founders seeking funding.
  2. Data focused on Series B deals globally (excluding China) with amounts raised over $5M and companies not centered on therapeutics.
  3. The post provides insights into recent Series B activity, highlighting key statistics and trends in the sector.