Industry Focus - The report discusses potential IPOs of crypto companies, a key area of interest for venture capitalists (VCs) [1] Funding & Investment - The funding landscape is analyzed with a focus on which crypto companies might go public [1]

Venture Capital & Startups - Current generation of buzzy start-ups' stratospheric valuations may be overinflated [1] - A venture drought could follow if valuations are overinflated [1]

Investment Strategy & Focus - The firm focuses on sectors where it has a "right to play," such as health innovation and emergency services innovation [5][9] - The firm emphasizes fundamentals over fleeting trends like crypto or AI [17] - The firm aims to bridge the gap between African businesses and international markets by leveraging local expertise and networks [14] Portfolio & Exits - The firm has three funds under management and has exited six companies with returns exceeding 30% IRR [11] - Portfolio companies entering international markets have performed well, exemplified by the sale of a Cape Town-based emergency response business to Motorola, Inc [2][3] - A portfolio company, hearX, merged with Eargo, creating one of the largest OTC hearing aid providers in the US [7][8] Competitive Advantage - The competitive cost base in South Africa and other parts of Africa is an overlooked investment opportunity [18][20] - Relocating the cost base and engineering to South Africa can achieve approximately 30% cost savings [20] - Creating Dollar revenues and Rand cost base [11] Market Trends & Opportunities - The African venture capital market is still in its early stages, with early-stage investments now maturing [9][10] - The number of dollar unicorns born out of Africa is increasing year on year [12] - International investors are increasingly partnering with the firm and its companies [15]

Flush with cash and fired up by the AI boom, many venture capitalists are looking to hold on to the most promising startups for longer, and to ride valuations into the stratosphere https://t.co/6FvdgGTerB ...

Venture capitalists are eyeing the next frontier: a $1trn unicorn. With public markets reaping the rewards of AI firms such as Nvidia and CoreWeave, VCs are holding on tighter—and longer. On this week’s “Money Talks”, will it work? https://t.co/CMuOXASPns ...

Japanese VC Firm UTEC Launches $326 Million Fund https://t.co/NvyqvgkpvO https://t.co/NvyqvgkpvO ...

We've been talking a lot about the explosion of interest in private markets. President Trump's spending bill could have a big uh impact. Joining us to discuss, Ben Narrison, founder of Tenacity, a venture capital, a ste a seedstage investment firm, which I can't believe Tenacity wasn't taken.There's another Tenacity out of India and sometimes people get confused, but such a good name, but uh you were able to to grab to grab that. Not everybody knows uh about what what's in the OBB. Uh for you the way readin ...

Investment Focus - A top General Catalyst partner is joining a tiny Israel-focused fund [1] Industry Movement - The move highlights the growing interest in and potential of the Israeli tech ecosystem [1]

Learn how to raise a seed round from top VCs at Disrupt 2025 | TechCrunch https://t.co/mMERHFKdjr ...

Market & Policy Landscape - Markets favor certainty, and with the budget resolved and some tariff issues addressed, the environment is becoming clearer [3][4] - The venture market is showing signs of renewed liquidity after four years of stagnation, driven by a more friendly FTC, encouraging IPOs and M&A [5] - Tech regulation primarily occurs at the state level, often overlooked in favor of federal politics [9] Crypto & Digital Assets - The market momentum of crypto makes it difficult to assess using traditional logic [11] - The acceptance of crypto by the federal government, including banks' involvement in stablecoins, raises questions about future growth potential [12] - Proactive positive movements by the SEC and the White House on crypto suggest further bullish potential [13] Regulatory Environment & Industry-Specific Issues - Deregulation by the Trump administration could resolve regulatory issues, contrasting with the hands-off approach of the Biden administration [8] - The Genius Act, a stable coin act, has passed the Senate but awaits House approval, with the market potentially pricing it in [6] - Autonomous trucking faces regulatory hurdles, with the US DOT yet to issue sensible interstate regulations [8]