RT Strategy (@Strategy)Driving the digital transformation of IPOs with $BTC.$STRK $STRF $STRD $STRC https://t.co/ydraj0QTKt ...

Financial Performance - The company experienced 12% revenue growth and 24% EPS growth across all divisions [1] - The financial technology division saw 10% growth [2] - Capital access platforms, including the index business, experienced 9% growth, with listings and data analytics growing by 17% [2] - The data business increased by 7% due to international demand for US stocks data [12] IPO Market & Trends - There were 83 IPOs in the first half of the year, including three of the top five [3] - Large-cap companies performing well post-IPO are boosting investor confidence [4] - Biotech, tech software infrastructure, and crypto spaces are showing strength in IPOs [6][7] - Companies more dependent on the physical economy are taking longer to go public [8] Retail Investor Activity - Retail investors have been active in the market, driving recovery from the April 2nd drop [9] - Retail engagement increased in the second quarter compared to last year [11] - Retail investors are driving interest in indexes and index products [11] AI & Technology - AI is seen as a major unlock for creating new capabilities and improving client efficiency [14] - AI-powered digital workers can reduce the workload of human teams by 80% in areas like alert assessment and write-ups [16] - Tokenization is viewed as a technology similar to contracts for difference, offering financial interest without owning underlying shares [18][19]

M&A and IPO Trends - M&A activity is being led by startups, though RTS leadership in the media landscape remains relatively unchanged [1] - IPOs experienced a modest comeback in Q2, viewed more as a reset than a full rebound, with Figma being a key company to watch [2] - A rush towards new IPO filings is currently absent due to unresolved policy questions, particularly concerning tariffs [3] - Sectors focused on key policy priorities like crypto, AI, national security, defense, and fintech are driving recent exit activity [3] Secondary Market Dynamics - The secondary market is growing rapidly, with an annual value of approximately $60 billion as of Q1 [5] - $60 billion represents about 2% of primary unicorn valuations and a quarter's worth of primary VC exit value [6] - The secondary market's benefits are highly concentrated among the top 20 to 50 unicorns [6] - The total fund value invested in VC secondaries has doubled since 2022, indicating strong investor interest [7] AI and Global Market - Generative AI is dominating deal value, capturing about two-thirds of the deal value in 2025, but only about a third of the deal count [9] - The US continues to dominate the IPO market globally, but overall dealmaking activity remains muted due to volatility [10][11] - Venture investment is being affected by volatility and unanswered questions related to the Fed, tariffs, trade wars, and geopolitical tensions [11]

there's a sense, okay, we had the initial reaction, now we've kind of recovered, maybe people were overreacting and they we shouldn't take this threat too seriously. How does it fit in with everything else that's going on here. Yeah, I think we could look at the tariffs and the market's reaction uh as a bogey here, which is it went from, oh my god, where this is heading to until something becomes law and it's implemented, let's count it as noise, right.And uh the important thing here is that it's clear that ...

Market Trends - US IPOs are reviving, along with the return of blank-check companies [1] - Direct listings, a previously unpopular method for companies to go public, are gaining renewed interest [1]

Market Value Projection - India's IPO boom could add $2 trillion (万亿) to $3 trillion (万亿) in market value over the next decade [1] Source - JM Financial projects the potential market value increase [1]

Cirsa’s trading will set the tone for European IPOs heading into the summer break, following the region’s slowest first half for offering volume in more than a decade https://t.co/ULKc3eO85S ...

Deal activity is picking up as investors ride the AI wave and markets hit fresh record highs, helping 2025 look like a boom year for IPOs and M&A. https://t.co/g2hSdVVBpi ...

RT Joe Weisenthal (@TheStalwart)This is really good from @matt_levine on tokenization.If we're totally cool with people trading equity in "private" companies, because it's on-chain, then eventually it seems possible that in the future we don't have IPOs or even standardized disclosure for any company at all. https://t.co/PdlK48fES4 ...

SPACs are again positioning themselves as an alternative to traditional IPOs for businesses that have been left out of the nascent recovery in first-time stock sales https://t.co/QiZ4TELOnB ...