A venture capital firm's updates announcing new portfolio companies, each with a write-up of why it invested. Posts cover the founders, the market opportunity and the startup's proposition within deftly.vc's 'efficiency economy' thesis.
Website: https://blog.deftly.vc/
A research-driven newsletter by a venture capital research head examining how capital flows, trade imbalances and industrial capacity shape the West's position relative to China. Each issue builds a macroeconomic argument backed by charts and cited official data.
Research-driven analysis of crypto and fintech economics aimed at venture investors, examining who captures value in stablecoin payments, onchain finance and companies like Rain. Each issue reconstructs figures from primary data sources and flags methodological caveats.
A gaming-industry newsletter tracking venture capital, private equity and M&A deals alongside public gaming company stock moves. It combines weekly market recaps with data-driven valuation reports and funding analysis.
Essays on technology investing that use historical patterns, such as computer leasing, the DC-3 and open-source strategy, to analyze the AI buildout and technology cycles. Readers get an investor's framework for how demand for a technology can persist while the capital financing it fails.
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