The Exchange

VCs unfazed by Chinese regulatory shakeups (so far)

Slightly falling quarterly venture capital totals and a notable decline in unicorn formation does not a startup winter make. So let’s look at what's happened more recently.

Everyone wants to fund the next Coinbase

In celebration of Coinbase's earnings report today, investors poured a mountain of cash into one of the company's global competitors.

The China tech crackdown continues

We should expect more of the same from the Chinese government: More complaints about the impact of "excessive" capital in its industries, more tumbling share prices and more held IPOs.

A lot of cash and little love: An insurtech story

The players in the space that we can name and track are generally cash-rich and market-sentiment poor.

Do bronze medals ever make sense for unicorns?

When should a startup decide to cease its efforts to challenge leading players in a specific market?

Neobanks’ moves toward profitability could be the path to public markets

At least a portion of the neobanking world is financially stable enough to consider public offerings.

How public markets can help address venture capital’s limitations

"Draper Esprit’s model enables it to deploy them right back into new investments, ensuring more of Europe’s best startups can raise funding."

Why Square is shelling out $29B to snag BNPL player Afterpay

With PayPal, Klarna, Afterpay, Affirm and a host of smaller BNPL providers proving that customers like fee-based installment loans for online purchases, Square had to join the fight or miss a trick

Robinhood’s CFO says it was ready to go public

Robinhood says it went public because it was ready. And our read of the markets is that it's an appealing time for high-growth tech companies with a history of losses to do so. Yet it's underwater.

Why Latin American venture capital is breaking records this year

The union of talent and money is what startup markets need to thrive. But there are other reasons why LatAm startups are often in the news: strong digital penetration and quick e-commerce growth.

China’s regulatory crackdown is good news for startups aligned with CCP goals

Things are changing in China, and the regulatory landscape of tech work in the country won't be the same from here on out.

African startups join global funding boom as fintech shines

Startups across Africa have never had more access to capital than they do right now.

As China shakes up regulations, tech companies suffer

Things in China seem to be changing for the worse, in terms of both future access to foreign capital for Chinese companies and doing business in the country overall.

China’s expected edtech clampdown may chill a key startup sector

When it comes to control, the Chinese government doesn't mind wiping out a few dozen billion dollars in market cap here and there. That's not a great system.

Canada’s startup market booms alongside hot global VC investment

Canada’s startup industry seems to be benefiting from both domestic and international trends, a wide genre focus and more than one hub. Let’s talk aboot it.

What Robinhood’s warnings about crypto trading say about Coinbase’s near-term future

A decline in consumer interest in the next few months or quarters is not a huge deal, assuming one keeps a long enough perspective and the crypto-infused future that its fans expect comes to pass.

The European VC market is so hot it may skip its summer holiday

Even though Europe has a reputation for lengthy summer vacations, investors don’t expect much -- if any -- slowdown to come in Europe during this sun-drenched quarter.

Robinhood targets IPO valuation up to $35B amid warning that crypto incomes are slipping

Robinhood's huge valuation indicates that its ascent in the last 18 months from breakout unicorn to category-defining upstart is about to be embraced by the public market.

India poised for record VC year as unicorns head for decisive IPOs

India is on pace for a record year of money flowing into its booming startup sector. But as Q3 gets underway, something perhaps even more important is going on in India: public-market liquidity.

Revolut’s 2020 financial performance explains its big new $33B valuation

It's not super stupid to value Revolut far more richly with massively improved gross margins, profitability and more proven revenue growth.
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