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Startup Insider: How to Evaluate AI Companies
By Early Investing on March 29, 2023
The markets are experiencing an artificial intelligence (AI) gold rush. There are at least 50 AI companies being incubated at Y Combinator. And new AI startups keep cropping up with bigger and bigger valuations. AI company Cohere is reportedly looking to raise money at a $6 billion-plus valuation. Stability AI is reportedly seeking a $4 billion valuation. Mobius AI — founded by four AI researchers from Google — reached a roughly $100 million valuation just one…
Two Coins You Should Sell Right Now
By Vin Narayanan on March 24, 2023
Don’t let this recent bitcoin rally fool you. Even though bitcoin is up about 5% over the last seven days and up 20% over the last month, the markets are in a dangerous spot. Much of bitcoin’s rally can be attributed to a big bet placed by Balaji…
Balaji Srinivasan Bets on Hyperinflation
By Vin Narayanan on March 24, 2023
Crypto Market Musings Bitcoin is soaring. It’s up more than 20% over the last 30 days and up about 5% over the last seven days. It’s trading at $27,928.74 as of this writing. Ethereum is up a more modest 10% over the last 30 days and about 1.5%…
KMX Technologies Attracts Powerful Partners
By Andy Gordon on March 23, 2023
KMX Technologies is raising again. We recommended the company to you last July at a $40 million valuation. At the time, everything was beginning to come together for the company and its innovative approach to lithium production. So it’s not surprising…
Crypto Insider: Behind the Bank Runs
By Early Investing on March 22, 2023
Banks are having a rough month. First Silvergate Bank collapsed, with the company announcing its liquidation on March 8. Then Silicon Valley Bank collapsed two days later on March 10. And then two days after that, on March 12, Signature Bank was shut down by regulators. …
Crypto Monitor: The Ongoing Battle for Clear Crypto Regulations
By Early Investing on March 17, 2023
The Digital Assets Subcommittee Hearing happened in Washington last week. Congress heard from a number of people both within and outside of the crypto industry. Testimonies included that of Coinbase Chief Legal Officer Paul Grewal, BitGo CEO Mike Belshe, and Penn State Dickinson Law professor Tonya Evans. All…
Where Silvergate, SVB and Signature Went Wrong
By Vin Narayanan on March 17, 2023
For people my age, Han Solo telling Luke Skywalker “Great, kid! Don’t get cocky!” after Luke shot down a ship for the first time is a seminal movie moment. As a kid, I didn’t even know what “cocky” meant! But I…
Three Cryptos to Stay Far, Far Away From
By Vin Narayanan on March 16, 2023
It’s tough being a crypto investor. Unlike stock market investors or even startup investors, crypto investors typically have to deal with significant information deficits. There simply isn’t as much information about many of the coins out there. What information there is requires a significant amount of effort to…
Startup Insider: Incisive Insights From Warren Buffett’s Letter to Shareholders
By Early Investing on March 15, 2023
Warren Buffett is not just a prolific investor. He’s also a great writer. The day he sends his annual letter to shareholders is one of investors’ favorite days on the calendar. The letters are sharp, incisive and even entertaining. The 2022 letter to shareholders, which was…
Crypto Monitor: Silvergate and Silicon Valley Bank Implode
By Early Investing on March 10, 2023
It’s been a crazy week for the markets. Silvergate Bank announced its “voluntary liquidation” earlier this week. And Silicon Valley Bank (SVB) appears to be following in its footsteps. SVB is a major part of the tech and startup economy. It’s also America’s 16th largest bank. Its implosion…
New Pick: Crypto Payments Without the Headache
By Andy Gordon on March 9, 2023
Note: This recommendation was co-authored by KingsCrowd Investment Research Manager Olivia Strobl. Both Olivia and I have played in the cryptocurrency space for years. Like many crypto enthusiasts, we were first drawn to digital assets for their versatility. The…
Crypto Insider: Tune Out Extreme Crypto Predictions
By Early Investing on March 8, 2023
Since its inception, cryptocurrency has been a divisive concept. There have always been believers and critics, and some of them have expressed extreme opinions and predictions. Like Galaxy Digital CEO Mike Novogratz, a bitcoin bull who said he would get a crypto tattoo once bitcoin hit…
Angel Insider: The Best Time to Invest in the Late Stage Secondary Market
By Early Investing on March 7, 2023
The late stage secondary market is the perfect hunting ground for bargains. Take Stripe for example. In 2021, the payment processor raised at around a $95 billion valuation. In 2023, it’s raising at around a $55 billion valuation. And there are many more companies like it that have…
Behind the Pick: This Crypto Has an Optimistic Future
By Early Investing on March 3, 2023
Long-term crypto investors need to be somewhat optimistic. We know that crypto investing is risky, and no investment is guaranteed. That’s why we need to believe that the crypto industry will continue to grow and that the projects we invest in have a shot at success.
Crypto Investors Are in Uncharted Territory
By Vin Narayanan on March 3, 2023
Crypto Market Musings We’re in uncharted territory. There have been other crypto bear markets. But this is the first time that crypto has navigated an economic down cycle. And we’re discovering that crypto — including bitcoin — can’t escape the gravitational pull of macroeconomic headwinds. The…
Portfolio Update: Tradefox Enters an Inflection Year
By Andy Gordon on March 2, 2023
According to Tradefox, a trade analytics company with a focus on scrap metal and recyclables, waste materials are recyclables in the wrong place. The faster and more efficiently they get to the right place, the better it is for the health of the planet. In its…