In today's Bloomberg Deals: We look at the biggest week for IPOs in more than a year. Also Vimeo finds a buyer while Siemens weighs a hefty divestiture. https://t.co/hx1PsXTepZ ...

IPOs are theater.The real goal?Max hype, max fees, and a rich exit for early investors.Not long-term alignment. ...

Group 1 - The article discusses the public offering of Figma (NYSE: FIG) and the subsequent performance of its shares, which tripled due to strong growth and product superiority [1] - The investing group "Value In Corporate Events" provides members with opportunities to capitalize on significant corporate events such as IPOs, mergers & acquisitions, and earnings reports [1] - The coverage includes 10 major events a month, focusing on identifying the best investment opportunities [1]

IPO Market Trends - This year's IPOs are facing stricter evaluation criteria [1]

Market Trends & IPO Analysis - Speculation on whether IPOs acted as alternative investments (ALTs) during the "Alt Szn" [1] - Discussion around Chamath Palihapitiya's SPAC performance and its potential impact on the IPO market [1] - Consideration of future market direction for major stocks ("MAJORS") [1] Investment Strategy - Examination of when to potentially sell assets ("sell it all") [1] Content Overview - Live market discussions and analysis are available Monday to Friday [1] - The content covers market analysis and related topics [1]

Content Overview - Live streaming of market discussions available Monday to Friday at 8am EST [1] - Discussions include market analysis and future predictions [2] Market Analysis Focus - Examination of potential selling points in the market [2] - Discussion on whether IPOs were the "ALTs of Alt Szn" (alternative investments of alternative season) [2] - Analysis of future direction for major market players [2]

IPO Market Analysis - Criticism of IPO underpricing is overstated [1] - Early price surge in IPOs stems from a limited group of highly motivated investors [1]

Market Trends & Investment Opportunities - Chinese stock market is experiencing a bull market, with the Shanghai Composite reaching highs not seen since 2021 and several major indices showing positive trends [1][3] - The Hong Kong IPO market is having its best year since 2021, raising more capital than any other market [3] - AI is identified as a significant growth area in China, with the market being in its early stages compared to the US [4][5] - Data centers, particularly companies like GDS (the landlord of AI in China), are highlighted as potential investment opportunities in the Chinese AI sector [6] - Bullish sentiment towards the Chinese supply chain, especially semiconductor companies, due to the decoupling trend between the US and China [9] Company Specifics & Financials - NRAC and other Chinese semiconductor companies have market caps significantly lower than their US counterparts, suggesting potential for equalization over the next 5 years [10] - DDI is identified as a company to watch, currently the largest company on the pink sheets with a market cap of $20-30 billion, anticipating a potential IPO [11][12] Risk Factors & Geopolitical Considerations - Tariffs are viewed as a distraction, with the focus shifting towards China's technological independence [8] - The emphasis is on investing in Chinese companies that supply to the Chinese technology sector [9]

Digital Asset Treasury & Market Dynamics - The market exhibits a strong appetite for new IPOs and cryptocurrencies, influenced by macro perspectives and interest rate trends [1] - Digital asset treasuries are experiencing significant buy pressure, with approximately $500 million allocated for hyper-liquid assets, including those soon to be listed on NASDAQ [1] - The market faces a potential shortage of ETH due to over $4 billion in treasuries entering the market to purchase it [2] - MicroStrategy's strategy of holding Bitcoin and other assets like Solana on balance sheets as treasury is extending to riskier assets [3] - There's a growing trend of publicly traded entities acquiring crypto assets, even those with limited trading availability [3][4] - The crypto market demonstrates strong demand, with entities raising $300 million to $400 million, even for assets with market capitalization below $1 billion [5] Institutional & Retail Investment - Crypto funds, retail investors, and institutional investors are increasingly participating in digital asset treasuries, seeking exposure to assets like Solana, which lack ETF options [6] - Concerns arise about potential pump-and-dump schemes transferring from the crypto market to Wall Street, questioning exit liquidity [7] - Top banking CEOs are showing interest in cross-chain stablecoins and settlement platforms, indicating potential for widespread adoption [9] - The industry anticipates approximately 20 IPOs of top companies in the next year and a half, including potential stablecoin initiatives from companies like Robinhood, Facebook, and Instagram [10] Investment Strategy & Risk Management - Fundamental investment principles in digital assets remain focused on technology and scalability [12] - Institutional adoption and the ability for founders to integrate solutions with top banks are crucial factors [13] - The digital asset treasuries trend is expected to continue, driven by increasing demand from Hong Kong, the U_K_, and other European and Asian markets [14] - Due diligence is essential to assess the tradability and future potential of digital assets [11]

Market Overview - The market resembles the 1980s and 1990s, characterized by aggressive investment strategies and a relentless pursuit of high-return opportunities [1] - The current market is described as a "wild chase" for profit, driven by IPOs, mergers and acquisitions, and significant positive surprises [2] - Market volatility is high, with stocks experiencing large gains and losses without clear explanations [5] Investor Sentiment - Investors who entered the market after the dot-com bubble may not have experienced similar market conditions [3] - Main Street investors have not fully regained their enthusiasm for stocks since the dot-com crash [3] - There was a period of forgotten individual stocks, with investment concentrated in a few prominent stocks [4] Historical Context - The market dynamics of the 1980s and 1990s included large IPOs that drew capital from other market sectors [5] - Before the tech stock deflation and bank rationalization, the market experienced days of significant volatility and unpredictable stock movements [5]