📊 Finance - Venture Capital Fundamentals

When evaluating a management team, I like to use a simple exercise: Imagine the company makes a surprise announcement tomorrow. What’s in the press release? Are you excited or nervous? That gut reaction tells you a lot about how much you really trust management.

Key Points:

Management Team Trust: The gut reaction to a surprise announcement can reveal a lot about the trustworthiness of the management team.
Press Release Analysis: Analyzing the content of a press release can provide insight into the management team's decision-making process and trustworthiness.
Gut Instinct: Trusting one's gut instinct can be a valuable tool in evaluating a management team's trustworthiness.

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💸 Finance - Bitcoin Borrowing

Smart money doesn't flinch at 3 months of flat price and ongoing interest. Our Head of Business Development, Freddy Mann, on how experienced Bitcoin borrowers actually think about timing and risk.

Key Points:

Bitcoin Borrowing: Experienced Bitcoin borrowers are not deterred by flat prices and ongoing interest.
Risk Assessment: Experienced borrowers have a clear understanding of the risks involved in Bitcoin borrowing.
Timing: Experienced borrowers are able to assess the timing of their borrowing decisions.

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📝 Finance - Inheritance and Bitcoin

Inheritance means two things, access and legal title. A seed phrase gives your family access. Without title, it goes through probate, and your heirs' names become public record. Multi-Institution Custody covers both. Bitcoin for generations.

Key Points:

Inheritance and Access: Inheritance involves both access and legal title.
Seed Phrase: A seed phrase provides access to a Bitcoin wallet.
Probate: Without legal title, a Bitcoin inheritance goes through probate, making the heirs' names public record.
Multi-Institution Custody: Multi-Institution Custody covers both access and legal title, providing a secure solution for Bitcoin inheritance.

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📊 Finance - Bitcoin Recognition

Bitcoin has spent its whole life fighting for recognition. A real store of value. A serious kind of collateral. Something big institutions can hold and trust. The ETF approvals in January 2024 helped change minds. Treasury buys at public companies pushed it even more. But a

Key Points:

Bitcoin Recognition: Bitcoin has been fighting for recognition as a real store of value and serious collateral.
ETF Approvals: ETF approvals in January 2024 helped change minds about Bitcoin.
Treasury Buys: Treasury buys at public companies pushed Bitcoin's value even higher.

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📊 Finance - Blue-Collar AI Job Market

The blue-collar AI job market is booming. Will data center backlash bust it? https:// cnbc.com/2026/09/26/blue-collar-jobs-ai-data-center-backlash.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard …

Key Points:

Blue-Collar AI Job Market: The blue-collar AI job market is booming.
Data Center Backlash: The backlash against data centers could potentially bust the blue-collar AI job market.

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💸 Finance - UiPath Revenue Growth

UiPath has moved from 9% revenue growth expected this year to 11% - so now in the double digits. That's the bare minimum we expect to see from disruptive growth stocks, and we need to see their agentic offerings start to drive revenue growth a lot higher than that.

Key Points:

UiPath Revenue Growth: UiPath's revenue growth has increased from 9% to 11%.
Disruptive Growth Stocks: Disruptive growth stocks should have revenue growth in the double digits.
Agentic Offerings: Agentic offerings should drive revenue growth higher than 11%.

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📊 Finance - UK Emerging Managers

The cost of domiciling small funds in the UK is prohibitive. The result: less money invested in innovation. We based our early stage fund in the US under ERA. UK Emerging & aspiring managers: read and sign the thoughtful proposal below from the Odin team.

Key Points:

UK Emerging Managers: The cost of domiciling small funds in the UK is prohibitive.
Innovation Investment: The result is less money invested in innovation.
US-Based Fund: The Odin team based their early stage fund in the US under ERA.

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📊 Finance - UK Venture Capital Regulation

For 13 years, the UK has regulated alternative investment funds, including venture capital, with a view to protecting investors — without exceptions for strategy. The result is that failure has become more costly, barriers to entry are higher, and failure no less common.

Key Points:

UK Venture Capital Regulation: The UK has regulated alternative investment funds, including venture capital, for 13 years.
Protection of Investors: The regulation aims to protect investors, but has had unintended consequences.
Increased Barriers to Entry: The regulation has increased barriers to entry for venture capital firms.

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📊 Finance - Crypto Market Liquidity

The Crypto market has recently seen a development worth paying attention to.Stablecoin supply has now reached $306B+, increasing by approximately $1.659B over the past 7 days. But more important than the stablecoin supply itself is whether this liquidity is actually flowing into

Key Points:

Crypto Market Liquidity: The stablecoin supply has reached $306B+, increasing by $1.659B over the past 7 days.
Liquidity Flow: The liquidity flow into the Crypto market is more important than the stablecoin supply itself.

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