The Evolution of Venture Capital: Part 2 Capital Influx

Drop #5 Fintech ate banking. Now its alumni are eating fintech

The most valuable thing Stripe, Revolut and PayPal produced wasn’t a product. It was a generation of founders who know exactly what broken looks like.

The SpaceX IPO, European Sovereignty, and the Trillion-Dollar Question for Private Markets

What 100 weeks of explaining private markets has taught us

Why most retail portfolios are less diversified than they look

Why owning more doesn't mean owning differently

a16z is right about scale. Here's what they left out.

Scaling venture capital is one thing. Scaling private markets is another.

The Role of Syndicates in Modern Startup Investing

Europe’s Pension Problem Is a Capital Allocation Problem

Europe’s Tech Story Is More Nuanced Than the Headlines

Private Markets Go Retail Only If the Infrastructure Does

The Retail Investor’s 2025 Scorecard

What the last year rewarded. What it exposed. And what the 2026 consensus is quietly assuming.

Drop 4: Where We Are Now

Why Tokenisation doesn’t replace regulation - It depends on it

Tokenisation only works when it sits inside that regulatory structure, not outside it.

Europe’s real startup problem: Not innovation, but IPO outcomes

The Hidden Gap in Europe’s Tech Ecosystem: Exits, Not Ideas

The Anatomy of a round (and why they never go to plan)

And now for something completely different...

Private markets aren’t the problem. Distribution is.

One startup, 50x. And you only needed one.

Secondaries are turning locked-up wealth into real liquidity

Why startups are a long game - not a lottery ticket

You were there before it blew up. Now What?

What’s Private Debt, and why is everyone talking about it?

The new generation of investors

Figma’s IPO highlights the divide between retail and institutional investors

What even is a "Sophisticated Investor"?