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Andy· 2025-10-24 20:47
RT Galaxy (@galaxyhq)Galaxy Ventures invests in crypto’s cutting-edge founders, technologies, and business models across software infrastructure, financialized applications, protocols, and consumer use cases.On @therollupco, General Partners @willnuelle and @mgiampapa1 shared how Galaxy Ventures fund reflects a focused, enduring thesis: building at the intersection of financial services and crypto. ...
UnitedHealth: 2026 Repricing Will Be A Game Changer
Seeking Alpha· 2025-08-25 15:59
Core Insights - UnitedHealth Group (NYSE: UNH) has experienced significant declines, comparable to rare occurrences in the investment landscape [1] Company Analysis - The article highlights the drastic impact on UnitedHealth Group, indicating a severe downturn that is unusual for a blue-chip company [1] Industry Context - The writer's background in technology and finance provides a unique perspective on the intersection of software, infrastructure, and capital allocation, which is relevant to understanding market dynamics [1]
Coinbase Is No Longer Just A Crypto Exchange - It's Becoming The AWS Of Finance
Seeking Alpha· 2025-07-29 21:13
Group 1 - The article argues that the perception of Coinbase as merely a "crypto exchange" or a high beta Bitcoin proxy is outdated, suggesting that this view is hindering the market from recognizing its true value [1] - Coinbase is positioned as the default platform for cryptocurrency trading, indicating a significant shift in its market role [1] Group 2 - The author has a technical background in software engineering and has developed an interest in financial markets, particularly in the intersection of software and capital allocation [1] - The analysis focuses on examining tech companies through both technical and fundamental lenses, emphasizing the importance of understanding underlying market mechanisms [1]