Venture Capital
The official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
إظهار المزيد📈 نظرة تحليلية على قناة تيليجرام Venture Capital
تُعد قناة Venture Capital (@venture) في القطاع اللغوي الإنكليزية لاعباً نشطاً. يضم المجتمع حالياً 2 331 322 مشتركاً، محتلاً المرتبة 10 في فئة الاقتصاد والمالية والمرتبة 6 في منطقة الولايات المتحدة.
📊 مؤشرات الجمهور والحراك
منذ تأسيسه في невідомо، حقق المشروع نمواً سريعاً وجمع 2 331 322 مشتركاً.
بحسب آخر البيانات بتاريخ 01 سبتمبر, 2026، تحافظ القناة على نشاط مستقر. خلال آخر 30 يوماً تغيّر عدد الأعضاء بمقدار -150 774، وفي آخر 24 ساعة بمقدار -5 025، مع بقاء الوصول العام مرتفعاً.
- حالة التحقق: موثّقة (مؤكدة رسمياً من تيليجرام)
- معدل التفاعل (ER): يبلغ متوسط تفاعل الجمهور 0.15%. وخلال أول 24 ساعة من النشر يحصد المحتوى عادةً 0.07% من ردود الفعل نسبةً إلى إجمالي المشتركين.
- وصول المنشورات: يحصل كل منشور على متوسط 3 416 مشاهدة. وخلال اليوم الأول يجمع عادةً 1 687 مشاهدة.
- التفاعلات والاستجابة: يتفاعل الجمهور بانتظام؛ متوسط التفاعلات لكل منشور يبلغ 934.
- الاهتمامات الموضوعية: يركز المحتوى على مواضيع رئيسية مثل openai, claude, nvidia, revenue, pentagon.
📝 الوصف وسياسة المحتوى
يصف المؤلف القناة بأنها مساحة للتعبير عن الآراء الذاتية:
“The official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities.
Buy Ads: @strategy (this is our only account).”
بفضل وتيرة التحديث المرتفعة (أحدث البيانات بتاريخ 02 سبتمبر, 2026) تحافظ القناة على حداثتها ومستوى وصول مرتفع. وتُظهر التحليلات تفاعلاً نشطاً من الجمهور، ما يجعلها نقطة تأثير مهمة ضمن فئة الاقتصاد والمالية.
جاري تحميل البيانات...
| التاريخ | نمو المشتركين | الإشارات | القنوات | |
| 02 سبتمبر | 0 | |||
| 01 سبتمبر | 0 |
| 2 | “Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular and do well.”
Warren Buffett
✔️ @venture | 574 |
| 3 | 🌍 Retirement Costs Vary
Comfortable retirement costs vary.
Country matters.
✔️ @venture | 1 316 |
| 4 | 🔍 Chip Designers Keep Options Open
On August 18th, Marvell received Google’s warrant for 58,970,907 shares. Most vests in 240 tranches tied to $500 million in custom-product revenue, implying a $120 billion ceiling, not a purchase commitment.
Thirteen days later, Alphabet joined NVIDIA in MediaTek’s $3.9 billion convertible bond. NVIDIA took $3.5 billion, and both had named MediaTek an NVLink Fusion adopter before investing.
Marvell and MediaTek support NVLink Fusion, UALink and UEC. The deals disclose no shipments, royalties or margins.
If custom silicon uses NVIDIA’s fabric, CPUs and networking, NVIDIA may lose less. If UALink wins, designers still get paid. The question is whether fabric revenue outweighs lost die sales.
✔️ @venture | 1 585 |
| 5 | ⚽️ Messi Retires From Argentina
The announcement came weeks after his father, Jorge Messi, died at 68.
Lionel Messi has officially retired from Argentina’s national team.
✔️ @venture | 1 680 |
| 6 | Ask who you’d want beside you on your last day, then meet them often.
~ Warren Buffett
✔️ @venture | 2 040 |
| 7 | 🍏 Tim Cook Steps Down at Apple
Tim Cook steps down as Apple CEO tomorrow. Apple grew from $350 billion to $5 trillion under his leadership, a 14x rise.
✔️ @venture | 2 274 |
| 8 | 💵 Treasury and Fed Pull Apart
On August 19, Scott Bessent doubled Treasury buybacks to $4 billion a week. The 30-year yield fell about 10 basis points, then reversed. The 10-year reached 4.704% and the 30-year 5.248%.
The pressure is structural: US debt has crossed $40 trillion, the deficit is on pace for $1.9 trillion, and tech companies are issuing debt for AI and data centers.
On August 28, Kevin Warsh called the 2% inflation target firm and fixed and would not rule out a September hike. Yields rose again, erasing Bessent’s gains.
Japan faces a similar conflict. The Bank of Japan is hiking rates while the government spent 15.4 trillion yen on intervention. The yen still trades above 160 per dollar.
✔️ @venture | 2 397 |
| 9 | SOLI — The Community-Powered Web3 Ecosystem for Real-World Innovation
SOLI is a crypto-native ecosystem designed to bridge blockchain technology with real-world business, digital payments, and decentralized innovation.
Built to empower entrepreneurs, investors, and communities, SOLI creates a transparent and scalable platform where digital assets can be used to support startups, tokenized projects, NFTs, decentralized finance, and next-generation Web3 applications.
Beyond being a cryptocurrency, SOLI is building a complete blockchain ecosystem that includes a Web3 payment infrastructure, a non-custodial wallet, and a dedicated blockchain network designed to support fast, secure, and scalable transactions for global users.
⛓️ Discover SOLI
Website: solicoin.ai
Telegram: @solicoinofficial
Trading link: https://www.lbank.com/trade/soli_usdt
CG link: https://www.coingecko.com/en/coins/soli-coin
Whitepaper
Contract Address: 0x0EAdDCBe240d7Eeb1bA21f1EED48E58293969c6e
⛓️Discover Us:
Website | X | TG Group
#SPONSORED_POST
✔️ @venture | 2 031 |
| 10 | 📉 Argentine Peso Hits New Low
The Argentine peso hit a new all-time low against the USD, down 99.67% in 13 years. 1 peso was worth 20 cents in 2013. It is now worth less than 0.1 cent.
✔️ @venture | 2 062 |
| 11 | 📊 Michael Burry’s Updated Positions
🖱️ Bought Nvidia NVDA longs as a hedge.
🖱️ Added to Oracle ORCLE shorts.
🖱️ Added to Palantir PLTR shorts.
🖱️ Added to Nebius NBIS shorts.
🖱️ Added to Caterpillar CAT shorts.
🖱️ Added to Nvidia NVDA shorts.
🖱️ Added to Birkenstock BIRK longs in the mid-$30s.
🖱️ Added to Freddie Mac FMCC longs in the mid-$5s.
“The total short stock position is over 21% of the portfolios, not including puts. Putting numbers on puts is a bit squirrely. They are so far out of the money, generally, and fairly distant in expiry. An asymmetric, leveraged and directional strategy with minimal current market value.”
-Michael Burry
✔️ @venture | 2 758 |
| 12 | 🤖 Anthropic Locks In Rubin Demand
Anthropic’s $45B Nscale buildout will use NVDA Vera Rubin chips. Systems begin coming online late next year under a 6-year, 460 MW commitment.
Rubin demand is being locked in before launch.
✔️ @venture | 2 659 |
| 13 | “You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”
Stanley Druckenmiller
✔️ @venture | 2 798 |
| 14 | 🤓 OpenAI’s Two-Track Reset
TIME says OpenAI is resetting after falling behind Anthropic in revenue and valuation. It is cutting secondary projects, merging Codex with ChatGPT, expanding enterprise efforts, and testing ads.
An internal OpenAI agent escaped its sandbox and hacked Hugging Face’s production environment. OpenAI called it an alignment problem, froze some research, and tied new releases to extra safeguards.
Sam Altman expects AGI by the end of 2026. Next may come Jony Ive devices, humanoid robots, an inference chip, and possibly selling compute to AWS rivals.
✔️ @venture | 2 847 |
| 15 | 🤖 Anthropic leads IPO odds
Anthropic is favored to beat $SPCX as 2026’s largest IPO by market cap.
✔️ @venture | 2 826 |
| 16 | Let winners run.
✔️ @venture | 2 895 |
| 17 | 📈 Victoria’s Secret Fashion Show Trade
A $100K investment on the day Victoria’s Secret announced the show’s return would now be worth $402K.
✔️ @venture | 3 120 |
| 18 | 💻️ Nvidia Earnings Test the AI Bull Market
Nvidia reports Q2 results today, with Wall Street expecting roughly $92 billion in revenue, almost double last year. Last quarter, revenue was $81.6 billion and Data Center revenue rose 92% year over year.
The report will test whether the hundreds of billions spent on AI infrastructure are translating into demand. The market will focus on revenue, margins, Rubin demand, China sales, and especially guidance. Nvidia is also one of the largest weights in the S&P 500.
NVDA is approaching the $195-$200 support zone, with larger bull-market support around $165-$170. A strong report and a hold of support would keep the AI trade intact. A major breakdown could hit semiconductors and other AI-heavy stocks.
✔️ @venture | 3 238 |
| 19 | “The relationship between price and value holds the ultimate key to investment success. Buying below value is the most dependable route to profit.”
Howard Marks
✔️ @venture | 2 837 |
| 20 | 🔸 Copper moved ahead of a tariff
American warehouses held 673,766 tonnes before any tariff was imposed. The proclamation ordered a review, not a duty. Commerce missed the 30 June 2026 deadline, with no White House decision.
The review covered 15% from January 2027 and 30% from January 2028. Refined cathode remains excluded, while the 50% Section 232 rate from August 2025 applies to semi-fabricated goods.
Of the total, 406,872 tonnes were warranted and deliverable, while 266,894 were eligible but not warranted. Registered inventory was only 60% of the total.
The LME spread reached nearly $550 a tonne in backwardation, then fell to about $176 after 63,000 tonnes arrived on warrant in 3 days.
That points to a shortage of warrants, not metal.
✔️ @venture | 3 083 |
