Archive: Articles

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Our friends at KingsCrowd have been tracking online startup investing since 2018. They gather data on deal volume, industry growth, investor check sizes, founder demographics and everything in between. So we were excited to learn about their 2021 Market Intelligence Report. It offers tons of information and analysis about how the equity crowdfunding space has evolved over time and how it performed…

Washington Contemplates a Digital Dollar

By Vin Narayanan on April 22, 2022

Editor’s note: We’re trying a new format for our Friday crypto updates. We hope you enjoy the new look. And don’t forget that once a month, Vin will be writing about collectibles instead of crypto. Market Musings As of this writing, bitcoin is up around 2%…
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I’ve always been a fan of pick-and-shovel plays — especially in emerging technologies. Picking winners as the dynamics of the industry are constantly shifting is incredibly difficult. But if investors can identify the technology that any new technology can’t be built without, they’ve found a way to de-risk…
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Startup disruptions are like earthquakes. The bigger the earthquake, the more widespread its impact. Likewise, major disruptions can upend entire industries. Major earthquakes can topple buildings. And big disruptions can expose the vulnerabilities of powerful legacy companies, diminishing their ability to compete.  Airbnb disrupted the global…

News Fix: Cannabis Industry Reaches New Highs

By Allison Brickell on April 20, 2022

It’s April 20, which means cannabis enthusiasts around the country are celebrating what Ronald Reagan once called “probably the most dangerous drug in the United States.” Today, that remark seems pretty outdated. A full 37 states have legalized marijuana in some form (medically or recreationally). Eighteen…
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Watch for Red Flags Around Boards of Investors

By Vin Narayanan on April 19, 2022

Those of you who follow me on Twitter (you can follow me @vinistic) know that I’m obsessed with Elon Musk’s bid to buy Twitter and take it private. In case you missed this story, here’s a quick timeline: April…
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Crypto Insider: The NFT Bubble Is Not a Death Knell

By Early Investing on April 18, 2022

What’s one word that will spook any investor in any market? Bubble. The word tends to stir up painful memories of the dot-com boom and bust of the late ‘90s, the financial crisis of 2008… and now, the NFT market. The NFT…
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Various crypto networks have made money transfers and transaction verification fast and efficient. But there are still limitations on how different networks can communicate with each other. Ethereum and Ripple, for example, can’t exchange data.  That’s where interoperability chains come in. Interoperability chains allow for data…

Instagram Embraces NFTs

By Vin Narayanan on April 15, 2022

NFTs (non-fungible tokens) are having a moment.  These tokens typically represent some sort of collectible — often a digital collectible. But NFTs can also be used to represent wine, sneakers and other physical goods. Like bitcoin, NFTs are based on blockchain technology. Each NFT…
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We recommended Bloomstack last June. We liked founder and CEO Eric Delisle’s idea of combining all the systems and platforms cannabis operators use into a single platform. Not only was it a great idea, but it also seemed to be working. Bloomstack was…

Now Is the Best Time to Be a Startup Investor

By Vin Narayanan on April 13, 2022

Andy Gordon and I recommend a startup for our First Stage Investor members to invest in every two weeks (click here to sign up). When Andy and I first started working on startups together in 2018, we couldn’t do…
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Angel Insider: SEC Proposes SPAC Rule Changes

By Early Investing on April 12, 2022

SPACs (special purpose acquisition companies) soared in popularity last year. In 2021, the market saw a record 613 SPAC ICOs.  The popularity of these “blank check companies” is unsurprising. Going public via IPO is a complicated and expensive process.
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Instacart got a haircut. The company sliced its valuation by nearly 40% from $39 billion to $24 billion — despite the fact that it saw 30% year-over-year growth last year. And Instacart is not the only high-tech company trimming its valuation. So what’s going on?…
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Last month Adam Sharp mentioned I would be taking over as your Crypto Asset Strategies guide. Adam has only been gone a few weeks. And he is sorely missed. But in the life of a crypto investor, the only…

Ethereum Merge Searches Give ETH a Boost

By Vin Narayanan on April 8, 2022

Google searches are an interesting signal in crypto investing. They’re not necessarily predictive. But they do often correlate with price. The correlation between Google searches for bitcoin and the price of bitcoin is fairly well established. The more searches…
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Autonomous driving hasn’t quite arrived yet. But it has spawned several startups that are playing a critical role in advancing autonomous driving technology and adoption.  The startup Argo builds cloud infrastructure — including maps, software and hardware…