~62% of all tokenized assets are on @ethereum.Data includes tokenized currencies, commodities, treasuries, private credit, private equity, and venture capital. https://t.co/3lUQT86MbC ...

Group 1 - The ARK Venture Fund allows everyday investors to invest in fast-growing venture capital-backed private companies with a minimum investment of $500, making it accessible to a broader audience [3][6]. - The fund has net assets of $325.3 million and charges total annual fees of 2.9%, which is higher than non-managed index-based funds but justified by its strong performance [7][4]. - As of September 30, the fund's holdings consist of 66 companies, with 81.9% being private companies and 18.1% publicly traded companies [8]. Group 2 - The ARK Venture Fund has outperformed the market, with an overall fund performance of 44% year-to-date and 117% since its inception on September 23, 2022, compared to the S&P 500 Index's performance of 12.5% and 85.6% respectively [10]. - The fund's top holdings include notable companies such as SpaceX (9.42%), Figure AI (7.43%), Neuralink (5.43%), and OpenAI (5.29%), which collectively account for 50% of the portfolio [10]. - The fund's performance could further improve if investments in AI remain popular among venture capital investors, as it has a significant focus on AI companies [6].

RT Dan Gray (@credistick)Repeated studies have shown that VCs overindex on shallow founder attributes, leading to predictably bad investments — and missed good investments.The reason this happens is simple: VCs convinced themselves that 'fundraising' is a desirable trait in founders.So, a product of incentives and recursive thinking, the industry converged on an "ideal founder" archetype that can (therefore) most easily raise capital.Of course this nonsense is eroding returns, but it makes investing easier ...

When you hear breaking news that once again, perhaps the relationship between U.S. and China is unfolding. What does that mean for you in terms of the velocity at which you need to allocate money to the start ups are willing to strengthen national defense. Well, thank you both for having me here.There are a couple of different things that we think about when when breaking news like like that comes up. I think one of the critical timelines that we've seen the Department of War really highlight is this 2027 t ...

The wonderful thing about venture is it is the most forgiving equity business of getting the price wrong. PE, if you get the price wrong, they're low variance assets. If you overpay by 50%, you're toast cuz they're 3x assets and they're not going to ever be 7x.Same thing in the public markets, right. The great thing about venture, it has maximum variance, which means that it is the most forgiving of getting the price wrong cuz you have exponential growth on your. ...

(0:00) Introducing Roelof Botha (1:08) Sequoia’s Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it’s broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia’s culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz (26:06) Inve ...

Welcome back. While a traditional 60/40 portfolio of stocks and bonds has been one one of the most widespread investing strategies for decades, millennials are opting for a different approach. Leslie Picker here is here to tell us what that approach is.Leslie. Yeah, David. Apparently, stocks and bonds are for boomers.Millennials are way more invested in alternatives than the older cohorts. The generation with birthdays between 1981 and 1996 has about 20% of their portfolios allocated to alts areas like priv ...

YZi Labs, the venture office of @Binance co-founder Changpeng Zhao and formerly known as Binance Labs, is creating a $1 billion fund to support long-term builders in the BNB ecosystem, the firm announced on Wednesday. https://t.co/4NDPt4f5IO ...

Venture capitalist Jim Breyer made his first billion from Facebook two decades ago when it was far from a sure thing. Now, with his two adult sons as partners and a family tragedy behind him, he’s got another big win and ambitions to reinvent healthcare.Read the full story: https://t.co/AS7iw0hYAl ...

Macroeconomic Analysis - Japan's long-term deflation, potentially since the 1980s, is attributed to a low birth rate, leading to decreased consumer demand and persistently low prices [1] - The Bank of Japan's (BOJ) monetary policy of printing money and maintaining near-zero interest rates aimed to stimulate inflation [1][2] - The end of cheap money in Japan, with rising yields, could force global hedge funds and private equity firms to sell assets to repay debts in Japanese currency [2] - A potential crash in asset prices due to the unwinding of yen-carry trades could lead to companies facing financial difficulties, layoffs, and overall economic hardship [2] Investment and Financial Market Implications - Venture capital and hedge funds have been borrowing Japanese Yen to purchase American assets, driving up asset prices in America [2] - The reversal of Japan's monetary policy could trigger a global asset sell-off, impacting company valuations and capital availability [2]