美国政府对抵押贷款巨头房利美和房地美长达近二十年的接管可能迎来转折。 据媒体8月1日报道，美国总统特朗普正积极推动将这两家公司私有化，并已开始征求华尔街顶级银行高管的意见，探讨通过 大规模公开发行股票等方式实现政府退出。此举或将催生史上规模最大的IPO之一，并最终解决这一"后危机时代"的重大遗 留问题。 据知情人士透露，特朗普已于上周在白宫会见了摩根大通首席执行官Jamie Dimon，并计划与高盛的David Solomon以及美国 银行的Brian Moynihan等银行家会面。会谈的核心议题是，要求这些银行就如何将"两房"进行货币化提出具体方案，并将它 们重新推向公开市场。 对于华尔街而言，这不仅意味着一项潜在的巨额承销业务，也标志着特朗普政府正以实际行动，处理这个多年来困扰华盛顿 决策者的棘手难题。消息公布后，房利美在场外交易市场（OTC）股价攀升15%，房地美上涨5.7%。 据媒体援引多位知情人士透露，特朗普正以一对一的形式在白宫与各大银行的首席执行官会面，直接向他们征求关于将"两 房"私有化的策略建议，以及各家银行希望在其中扮演的角色。 除已会面的摩根大通和计划会面的高盛、美国银行外，有消息称富国 ...

Let's start with Amazon, shall we. Um, when you're looking at how much investment is being made from some of its competitors in the AI space and you're looking at cloud, you're looking at tariffs and its uh its business uh in shipping, what concerns you about the way Amazon moves forward. I think that they have a tough road ahead of them.Um, you know, it I'm less concerned about the cloud piece. Uh the reality is that as their legacy customers catch up on cloud um their cloud piece of their their piece of t ...

In Going Private, our newsletter on private markets, we look at a software firm's IPO-day surge, KKR's big bet on asset-backed finance and a hedge fund's VC fund that aims to capitalize on an "urgent" need https://t.co/LnqgkOipag ...

港股IPO太火爆，A股也热闹起来了。 作者 | 老高 来源 | 投资家（ID：touzijias） 港股IPO太火爆，A股也热闹起来了。 投资家网获悉，近日新能源新材料行业传来大消息，由80后夫妻联手打造的"全球风电叶片用环氧树脂销量第一"、"全球风电叶片用 结构胶销量第三"的上海明星公司道生天合已在上交所主板成功过会并进入提交注册阶段。如若顺利，A股会迎来"风电环氧树脂第一 股"。 做到"全球第一"的道生天合是一家带有励志、魔幻色彩的公司。实际控制人季刚、张婷是一对80后"二代"夫妻。季刚的父亲季奎余 曾是上市公司中联电气实际控制人，但中联电气受下游煤炭客户安全生产整顿、产能过剩影响，无奈被雅百特"借壳"，后更名雅博 股份。 一 2025年，火爆的IPO市场变得愈发魔幻了。 锦衣玉食的"二代"们开始坐不住了，要通过IPO证明自己比父辈更成功。 道生天合就是这样一家带有魔幻色彩的"二代"公司。关键，它们还是一家"二代"夫妻公司。实际控制人季刚、张婷是一对励志夫 妻，想通过勤劳双手创造超越父辈的财富，再用财富愉快的享受生活乐趣。但夫妻二人起初没想着创业，他们各司其职，等着接班 家族生意。 季刚的父亲季奎余是江苏 ...

Of all the DAT plays, think BNB actually makes the most sense as Binance is unlikely to ever IPO, but institutions could buy a BNB DAT as an equity proxy. ...

Several venture firms each stood to make billions off the Figma IPO. And that was even before the stock started surging. https://t.co/Ujp7U6LhJA ...

Figma’s 250% IPO Pop Gives It Edge in Creative AI Software Fight https://t.co/WhyouUX0p7 ...

i can't believe they didn't IPO on the Believe App ...

so basically...Figma IPO'd at ~$30 as valued by private bankers where you got allo based on fees you pay to the underwriters~60% of the sale was for private shareholdersthe actual market opens at 95, and goes past 120 meaning...Figma missed out on ~$3B and retail got rinsed so basically this is was a bundled shitter with MEV for Wall Street suits ...

Solana solves thisOnchain markets = more fair marketsmert | helius.dev (@0xMert_):so basicallyfigma IPO priced at ~$30 by private bankers where you get allo based on fees you pay to the underwritersthe actual market opens at 95, and goes past 120 — meaning figma missed out on ~3B and retail got rinsedso basically this is MEV with suits ...