Venture Capital
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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 2 503 589 مشتركاً، محتلاً المرتبة 8 في فئة الاقتصاد والمالية والمرتبة 6 في منطقة الولايات المتحدة.
📊 مؤشرات الجمهور والحراك
منذ تأسيسه في невідомо، حقق المشروع نمواً سريعاً وجمع 2 503 589 مشتركاً.
بحسب آخر البيانات بتاريخ 29 يوليو, 2026، تحافظ القناة على نشاط مستقر. خلال آخر 30 يوماً تغيّر عدد الأعضاء بمقدار -155 863، وفي آخر 24 ساعة بمقدار -4 175، مع بقاء الوصول العام مرتفعاً.
- حالة التحقق: موثّقة (مؤكدة رسمياً من تيليجرام)
- معدل التفاعل (ER): يبلغ متوسط تفاعل الجمهور 0.13%. 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 3 380 مشاهدة. وخلال اليوم الأول يجمع عادةً 1 695 مشاهدة.
- التفاعلات والاستجابة: يتفاعل الجمهور بانتظام؛ متوسط التفاعلات لكل منشور يبلغ 772.
- 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 30 يوليو, 2026) تحافظ القناة على حداثتها ومستوى وصول مرتفع. وتُظهر التحليلات تفاعلاً نشطاً من الجمهور، ما يجعلها نقطة تأثير مهمة ضمن فئة الاقتصاد والمالية.
2 503 589
المشتركون
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-37 3397 أيام
-155 86330 أيام
جاري تحميل البيانات...
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منشورات القناة
+4
❕Macroeconomics cheat sheet every investor should save
Macroeconomics can feel overwhelming, but most market-moving data comes back to a handful of formulas and charts. This cheat sheet brings together the core concepts used in AP Macroeconomics, from GDP and inflation to unemployment, supply and demand, and the business cycle.
You'll find the key formulas for nominal and real GDP, CPI, inflation, unemployment, labor force participation, the spending multiplier, tax multiplier, and opportunity cost, along with the graphs that explain how these concepts work in practice.
Whether you're following central bank decisions, reading economic data releases, or trying to understand why markets move after inflation and jobs reports, these are the foundations worth knowing.
📍Save this one.
It's a useful reference you'll come back to often.
✔️ @venture
| 2 |  “The more you think you know, the more closed-minded you'll be.”
— Ray Dalio
✔️ @venture | 1 162 |
| 3 |  South Korea’s stock market KOSPI was halted again after plunging nearly 8% and triggering a circuit breaker.
✔️ @venture | 1 734 |
| 4 |  💣Asia's AI trade just lost over $400 billion
More than $400 billion has been wiped from stock markets in South Korea, Japan, and Taiwan as the AI chip rally reversed. South Korea's KOSPI briefly opened 3% higher, then plunged more than 15% from its intraday high, triggering a circuit breaker for the second consecutive day, an unprecedented event for the market.
The selloff started with chip stocks. SK Hynix and Samsung Electronics, which together account for more than half of the KOSPI's weight, fell sharply despite strong earnings from SK Hynix. Investors were already worried about AI spending, while growing competition from Chinese memory chip makers added more pressure.
⠀
What made the decline so violent was leverage. South Korean retail investors had piled into leveraged ETFs tied to AI stocks. As prices fell, margin calls triggered forced selling, creating a chain reaction that spread across Japan and Taiwan's technology sector.
✔️ @venture | 1 952 |
| 5 |  Google bought YouTube for $1.65 billion.
Today, YouTube generates $1.65 billion of revenue every 13 days.
✔️ @venture | 2 341 |
| 6 |  🛁 Reformation is pitching its $1 billion IPO from a bubble bath
Most companies use charts and financial forecasts to sell their IPO. Reformation took a different approach. Its executives explained the business in a video featuring a model relaxing in a bubble bath with a glass of champagne, a direct reference to The Big Short. The company calls its business case "sexy math."
Behind the marketing, the numbers are solid. Reformation is targeting a valuation of up to $1 billion, generated more than $500 million in revenue last year, and says nearly 70% of its direct-to-consumer sales come from returning customers.
About 80% of its products sell at full price, while its AI-powered Retail X stores generate an average order value 8.5% higher than traditional locations.
⠀
The IPO story isn't just about fashion. It's about proving that loyal customers, pricing power, and technology can justify a premium valuation even as profits come under pressure.
✔️ @venture | 2 446 |
| 7 |  ❓ Why retail investors keep underperforming
Retail portfolios are down around 12.7% this year as many investors crowded into the same high-growth stocks. When those trades reversed, losses spread across entire portfolios.
The biggest mistake wasn't picking the wrong stock. It was poor risk management. Large positions, no exit plan, and portfolios concentrated in a handful of names amplified the drawdown.
⠀
Simple rules can make a big difference: limit position sizes, rebalance regularly, keep cash for market selloffs, and compare your returns against the S&P 500 instead of chasing the next hot trade.
⠀
Long-term performance is often driven more by risk management than stock picking.
✔️ @venture | 2 486 |
| 8 |  📉 U.S. oil reserve falls to its lowest level since 1983
The Strategic Petroleum Reserve has dropped to 311.4 million barrels, its lowest level in more than 40 years, after the release of 172 million barrels to help stabilize energy prices during the Iran conflict.
In 2020, Donald Trump proposed spending $3 billion to buy 77 million barrels when oil traded at $20-30 per barrel. The plan was never approved by Congress.
⠀
With oil prices climbing again, the U.S. now has far less room to respond to future supply shocks.
✔️ @venture | 2 495 |
| 9 |  This isn't a meme stock.
It's a company that's lost 63% since its high - $500B in market cap.
It's the company spending $55B a year building the data centres that power AI.
It's taken on $167B in debt to do it - nearly double what it owed 2 years ago.
The biggest single corporate bet on the AI thesis.
And the market is pricing it like the thesis is already dead.
✔️ @venture | 2 828 |
| 10 |  Michael Burry has disclosed his updated positions He:
🖱 Added to Micron short at $933.86
🖱 Added to Nvidia short at $210.28
🖱 Added to Caterpillar short at $893.49
🖱 Added to Semiconductor ETF short at $535.83
🖱 Added to Flutter long at $100.72
🖱 Added to DraftKings long at $23.07
🖱 Added to Molina long at $197.02
Burry left his Tesla, Palantir and QQQ shorts untouched
✔️ @venture | 2 793 |
| 11 |  Michael Lewis says "The Stock Market is Rigged".
✔️ @venture | 3 195 |
| 12 |  Elon Musk has lost $582 billion in net worth in the last 38 days, as SpaceX crashes 50% from its all-time high.
✔️ @venture | 3 333 |
| 13 |  🇨🇳 China aims to produce 70% of its AI chips domestically by 2030
According to Morgan Stanley, China's AI chip self-sufficiency could rise from 10% in 2021 to 70% by 2030. After a brief plateau around 2025-2026, growth is expected to accelerate as domestic production scales.
U.S. export restrictions have pushed China to build its own semiconductor supply chain, from chip manufacturing to equipment, materials, and testing.
⠀
Companies positioned to benefit include SMIC, Hua Hong Semiconductor, ACM Research, Kingsoft Cloud, and equipment makers Naura Technology and AMEC. Investors looking for broader exposure can also use ETFs focused on Chinese technology and semiconductor companies.
⠀
The AI race is no longer just about building better chips. It's also about who can build the entire supply chain.
✔️ @venture | 3 461 |
| 14 |  🔽 $2.8 TRILLION has been wiped out from stocks, gold, silver, and crypto in the last 24 hours
Here's why everything is crashing:
🖱 Alphabet's earnings disappointed investors last night.
It raised its 2026 AI spending plan to $195-205 billion, and tech stocks are crashing on fears that AI spending is growing faster than profits.
🖱 Oil prices jumped to 42 day high today after Houthi rebels attacked Saudi oil tankers in the Red Sea.
🖱 The 10-year Treasury yield hit 4.714% today, its highest level since Jan 2025.
🖱 Odds of a Fed rate hike in September jumped to 82%, up from just 20% two weeks ago.
🖱 Trump told Axios he's close to ordering a "massive attack" on Iran, bigger than the last one.
Everything is feeding into the same fear, and every market is crashing because of it.
✔️ @venture | 3 345 |
| 15 |  📈 The S&P 500 has never been this concentrated
At the peak of the dot-com bubble, it took 32 stocks to make up half of the S&P 500. Today, it takes just 24, making the index more concentrated than at any point in its history.
Since ChatGPT launched, 42 AI-related companies have generated up to 75% of the index's returns, profit growth, and capital spending.
⠀
That concentration is becoming a bigger risk. Short interest across the S&P 500 has climbed to its highest level since 2010, while AI infrastructure spending continues to outpace cash flow at some companies.
⠀
When a small group of stocks drives most of the market, any disappointment can have an outsized impact on the entire index.
✔️ @venture | 3 152 |
| 16 |  💰 A $100K check that became a $15 billion investment
In 1998, Andy Bechtolsheim, co-founder of Sun Microsystems, watched a demo of Google's PageRank and wrote a $100,000 check to "Google Inc." in less than 30 minutes.
The company hadn't even been incorporated yet.
Google went public in 2004, turning his stake into roughly $300 million. Instead of selling, Bechtolsheim kept his shares, and their value has since grown to more than $15 billion.
The investment is one of Silicon Valley's most successful angel bets, showing how early conviction can matter more than months of due diligence.
✔️ @venture | 3 127 |
| 17 |  🚨 Big Tech's hidden debt has reached $1.65 trillion
A Nikkei analysis found that America's largest tech companies now have $1.65 trillion in off-balance-sheet obligations, exceeding their reported debt of $1.35 trillion.
The commitments come from long-term AI infrastructure projects, including data center leases and GPU orders that accounting rules allow companies to keep off their balance sheets until certain conditions are met.
⠀
Meta reportedly has $420 billion in these obligations, while Oracle's total reached $273 billion as it expands AI infrastructure with OpenAI.
⠀
The risk is that if AI demand slows, these commitments could eventually become real liabilities just as new data centers come online.
✔️ @venture | 3 240 |
| 18 |  🇺🇸 Trump proposes 50% tariffs on Canadian imports
Donald Trump announced plans to impose 50% tariffs on a wide range of Canadian imports starting August 19, using Section 338 of the Tariff Act of 1930 after earlier tariffs were blocked by the Supreme Court.
The proposed tariffs would apply to many goods previously exempt under the USMCA, while Canada is already considering a "dollar for dollar" response if the measures take effect.
⠀
If implemented, the move could reignite a U.S.-Canada trade war and put renewed pressure on prices and cross-border supply chains.
✔️ @venture | 3 136 |
| 19 |  📉 How leverage turned South Korea's AI boom into a market crash
South Korea went from the world's best-performing stock market to a 30% correction in less than a month. Nearly $1.3 trillion in market value disappeared after years of gains driven by just Samsung Electronics and SK Hynix, which together accounted for more than 50% of the KOSPI.
The AI story itself didn't break. Both companies remain global leaders in AI memory chips, and demand for HBM continues to grow. The problem was market structure. Retail investors piled into leveraged single-stock ETFs, owned around 92% of these products, and borrowed nearly ₩60 trillion to amplify their bets.
⠀
When global semiconductor sentiment weakened, leverage turned a normal correction into a cascade of forced selling. More than 1.2 million investors reportedly faced margin calls, while foreign investors had already pulled almost $110 billion from Korean equities. Rising inflation and a surprise interest rate hike added further pressure.
⠀
The lesson goes beyond South Korea. Strong fundamentals can drive a rally, but when too much leverage and too many investors crowd into the same trade, market structure often matters more than the underlying business.
✔️ @venture | 3 309 |
| 20 |  📊 Global recession risk drops to a 4-year low
MacroMicro's Global Recession Probability Index has fallen to its lowest level since January 2021, with the current reading near 20%, well below the 50% recession threshold.
The improvement largely reflects the recent drop in oil prices from $120 to $70, which helped cool inflation and improve macro data.
⠀
If oil keeps rising again on renewed Middle East tensions, that trend could reverse quickly.
✔️ @venture | 3 115 |
