现已上线！2025 年 Telegram 研究 — 年度关键洞察 
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).
显示更多📈 Telegram 频道 Venture Capital 的分析概览
频道 Venture Capital (@venture) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 2 756 897 名订阅者，在 经济与金融 类别中位列第 6，并在 美国 地区排名第 6 位。
📊 受众指标与增长动态
自 невідомо 创建以来，项目保持高速增长，吸引了 2 756 897 名订阅者。
根据 12 六月, 2026 的最新数据，频道保持稳定运转。过去 30 天订阅人数变化为 -148 017，过去 24 小时变化为 -7 191，整体触达仍然可观。
- 认证状态： 已认证（Telegram 官方确认）
- 互动率 (ER)： 平均受众互动率为 0.10%。内容发布后 24 小时内通常能获得 0.07% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 2 877 次浏览，首日通常累积 1 843 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 465。
- 主题关注点： 内容集中在 openai, claude, nvidia, revenue, pentagon 等核心主题上。
📝 描述与内容策略
作者将该频道定位为表达主观观点的平台：
“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).”
凭借高频更新（最新数据采集于 13 六月, 2026），频道始终保持新鲜度与高覆盖。分析显示受众积极互动，使其成为 经济与金融 类别中的关键影响点。
2 756 897
订阅者
-7 19124 小时
-49 9277 天
-148 01730 天
数据加载中...
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频道帖子
An island in the middle of the ocean.
40°C heat, humidity, insects.
Every dollar from the PayPal sale gone. Debt worth twice your net worth.
Your childhood hero, Neil Armstrong, publicly calling you an idiot.
Tears in front of rocket debris after 3 failed launches. One rocket left. One shot before bankruptcy.
The result?
A $2 trillion company today.
Potentially $20 trillion if SpaceX succeeds in scaling humanity's access beyond Earth.
Dream bigger. Take risks. Build things.
Don't settle for being part of the crowd.
✔️ @venture
| 2 |  🔥 Elon Musk Becomes First Trillionaire
The SpaceX IPO priced at $135 per share raised about $75 billion, the largest in US history.
SpaceX builds rockets and spacecraft. Musk's stake now values his net worth at $1.1 trillion.
Spending his fortune in a lifetime would require about $13 billion a day.
✔️ @venture | 1 098 |
| 3 |  📈 How Francois Rochon beat the market for 30 years
Canadian investor Francois Rochon has outperformed the market for decades by following a simple rule: buy great businesses at reasonable prices and hold them for a long time.
His framework starts with financial strength:
✔️ ROE above 15%
✔️ EPS growth above 10% annually
✔️ Debt-to-profit ratio below 4
The goal is to own companies that are profitable, growing, and not dependent on excessive debt.
⠀
🖱 Next comes the business itself.
Rochon looks for market leaders with a strong competitive advantage. He prefers businesses that customers keep using regardless of economic conditions, which helps reduce earnings volatility over time.
⠀
🖱 Management is equally important.
He favors companies where executives own meaningful stakes in the business. He also looks for managers who allocate capital well, make sensible acquisitions, and focus on long-term value creation rather than empire building.
⠀
🖱 Valuation is the final filter.
Rochon estimates what a company could be worth in 5 years and tries to buy it at roughly 50% of that future value. This gives him room for mistakes while targeting returns of around 15% annually.
⠀
🖱 His current portfolio reflects that philosophy.
Top positions include Berkshire Hathaway (9.1%), Ametek (7.2%), Markel (6.8%), Alphabet (6.5%), CarMax (5.8%), Five Below (5.6%), HEICO (5.0%), Visa (4.6%), and Meta (4.6%).
⠀
The strategy is not complicated.
Find exceptional businesses. Wait for a fair price. Hold them long enough for the business to do the work.
✔️ @venture | 1 505 |
| 4 |  🚀 Warren Buffett would likely skip the SpaceX IPO
As SpaceX begins trading today at a valuation of roughly $1.77 trillion, some analysts argue the company is exactly the kind of investment Warren Buffett would avoid.
The concern is not the technology. It's the valuation. SpaceX is expected to debut at around 90x revenue, a level that even many high-growth tech companies have never sustained in public markets.
Buffett has long favored businesses that are easy to understand, generate predictable cash flows, and trade at reasonable prices. SpaceX combines rocket launches, satellites, AI assets, data center ambitions, and long-term projects like Mars colonization into a single investment story.
For many investors, that's what makes the company exciting.
For a Buffett-style investor, it's exactly what makes it difficult to value.
✔️ @venture | 1 544 |
| 5 |  +1🤖 OpenAI and Anthropic Subscriptions Unprofitable
SemiAnalysis tested OpenAI and Anthropic subscriptions by running long tasks to use weekly limits. The $20 OpenAI plan delivers about $700 in token value, the $200 plan about $14,000.
Anthropic’s $100 plan shows $2,000 in token costs, revealing heavy losses across tiers.
Both companies offer fixed-price subscriptions with variable token usage depending on tasks.
OpenAI’s plans lose money below 15% usage, Anthropic below 20%.
The priciest plans show the worst margins: ChatGPT-pro-20x hits -775% at 50% load, Claude-max-20x -400%.
This may limit startups to API-only access instead of adding new subscription features.
✔️ @venture | 1 589 |
| 6 |  +1💻️ Jensen Huang on Nvidia Covers 22 Years Apart
A 2004 Chinese magazine cover featured Jensen Huang with the launch of the Nvidia GeForce 6800.
The 2026 cover shows Jensen Huang again, highlighting the span of over two decades.
✔️ @venture | 1 941 |
| 7 |  🚀 SpaceX wants to be worth more than Meta
SpaceX is preparing for what could become the largest IPO in history and is targeting a valuation that may put the company above Meta.
⠀
The comparison looks strange. Meta generated nearly $201 billion in revenue in 2025. SpaceX generated about $19 billion during the same period.
⠀
A few years ago, that kind of valuation gap would have been impossible to justify.
⠀
But the market is increasingly valuing SpaceX on what it could become, not what it earns today.
⠀
The rules for pricing growth companies are changing.
✔️ @venture | 2 030 |
| 8 |  📊 Core inflation comes in below forecasts
U.S. inflation accelerated in May, but the closely watched core inflation figure came in lower than expected.
Consumer prices rose 0.5% month over month, while core inflation increased 0.2%, below the 0.3% economists had forecast.
⠀
On an annual basis, headline inflation reached 4.2%, the highest level in 3 years, driven largely by higher energy prices linked to the conflict with Iran. Core inflation came in at 2.9%, matching expectations.
⠀
Markets reacted positively. S&P 500 futures recovered part of their earlier losses following the report, while expectations for Federal Reserve policy remained largely unchanged.
⠀
Combined with last week's strong jobs report, the data reinforces the view that the Fed is likely to keep rates unchanged at its upcoming meeting.
⠀
Inflation remains elevated, but the absence of a core inflation surprise gave policymakers more room to stay patient.
✔️ @venture | 1 820 |
| 9 |  +1It's been 218 days since Michael Burry publicly went bearish on Palantir $PLTR.
It's down ~39% since.
✔️ @venture | 1 992 |
| 10 |  💰 Trump family crypto ventures generated $2.3B as retail lost $2.3B
A new investigation estimates that the Trump family's crypto ventures generated at least $2.3 billion since 2025. Over the same period, retail investors are estimated to have lost roughly $2.3 billion across those same products.
⠀
The businesses include $TRUMP, WLFI, the USD1 stablecoin, and American Bitcoin. Across each project, the pattern was similar: insiders received large allocations, retail demand pushed prices higher, and later buyers were left holding assets that traded far below peak levels.
⠀
In the case of $TRUMP, insiders reportedly controlled around 80% of the token supply through vesting structures that allowed gradual selling into market demand.
⠀
The story extends beyond crypto. The proposed GENIUS Act could directly affect the regulatory treatment of stablecoins, including USD1. Critics argue that investors were not only betting on the products themselves, but also on the possibility that a Trump-linked administration would shape the rules governing them.
⠀
The overlap between political influence and crypto ownership is becoming part of the investment thesis itself.
✔️ @venture | 2 160 |
| 11 |  +1Leopold Aschenbrenner’s AI hedge fund, Situational Awareness has reportedly surpassed $20B in assets.
The fund is up roughly 270% after fees this year through May and more than 1,000% since inception.
✔️ @venture | 1 987 |
| 12 |  😊 Strategy buys 1,550 Bitcoin after selling 32
Strategy disclosed a purchase of 1,550 BTC for $101 million at an average price of $65,332 per coin. The buy came shortly after the company sold 32 BTC for $2.5 million, a move that sparked concerns about liquidity and funding pressure.
The purchase was almost 48x larger than the sale. It also came at a price well below the $77,135 average sale price and below Strategy's reported cost basis. At the same time, the company rebuilt its cash reserve to $1 billion after it had fallen to around $900 million.
The important detail is how the purchase was funded. Strategy raised $181 million through newly issued shares and used that capital for Bitcoin purchases and reserve funding. The Bitcoin sale itself was not the source of the cash.
The model remains the same: issue equity, raise capital, buy more Bitcoin. The debate is shifting from whether Strategy will sell BTC to how much dilution each new purchase requires.
✔️ @venture | 14 269 |
| 13 |  💻 Google and Nvidia turn to Intel for backup chip production
Intel shares surged after reports that Google and Nvidia are discussing using the company as a backup manufacturer for advanced AI chips.
The move highlights a growing problem in the AI industry. Most advanced chips, including Nvidia GPUs, Google TPUs, and Apple silicon, are produced by TSMC. As AI spending continues to rise, relying on a single manufacturer has become a major supply chain risk.
Intel is currently the only U.S. chipmaker with the fabs, engineering capacity, and government support needed to compete at this scale. Google has reportedly ordered more than 3 million TPU chips to be manufactured by Intel in 2028, while Nvidia is testing Intel's process for future chip designs.
For Intel, landing Google and Nvidia would be a major milestone in its foundry turnaround. For the AI industry, it signals that the biggest buyers are actively building alternatives to TSMC.
✔️ @venture | 2 231 |
| 14 |  🍏 Apple launches Siri AI after a 2 year delay
Apple finally unveiled Siri AI at WWDC 2026, nearly 2 years after first announcing its AI assistant plans. The new version is built on Google Gemini models alongside Apple's own AI systems.
The assistant can understand context across apps, pull information from emails, access content on your screen, help write text, create photo albums from prompts, and edit photos using natural language. Apple also launched Siri AI as a standalone app, reflecting how many users have adopted tools like ChatGPT.
The rollout covers iPhone 15 Pro and newer devices, plus iPads and Macs with M1 chips or later. Some features have usage limits, while expanded access is included with many iCloud+ plans. Analysts estimate AI services could generate an additional $15B annually for Apple.
Apple first promised an AI-powered Siri in 2024.
The product is finally here.
Now it has to work.
✔️ @venture | 2 186 |
| 15 |  Investing Hack: Buy Nvidia $NVDA under 36x P/E and ask questions later.
✔️ @venture | 2 190 |
| 16 |  💲 Wise’s AML problem may be bigger than the stock rebound suggests
Wise shares fell almost 20% after Belgian prosecutors confirmed an investigation into roughly €500M in suspicious transactions across more than 30 European countries. The stock later recovered most of the drop, closing down around 8%.
The market may be treating this like a short-term headline. The risk looks more structural.
🖱 Belgian prosecutors are examining possible AML failures tied to fraud, drug trafficking, and corruption flows through Wise accounts.
🖱 The probe was opened last year but became public only now.
🖱 Wise runs its EU operations through Brussels, so law-enforcement requests from across the bloc are concentrated in Belgium.
🖱 In late May, the OCC also issued a consent order against Wise’s US sponsor bank over AML programme deficiencies.
🖱 Wise has already faced AML-related issues in the US, Belgium, and Abu Dhabi.
The fine itself may not be the real problem. The bigger issue is what comes after: more compliance staff, more monitoring systems, possible historic account reviews, and years of regulatory pressure.
That can turn a high-margin fintech story into a heavier, slower, lower-margin business.
Wise may still have strong defences. The €500M figure is spread across 30 countries, and its scale makes it a natural target for regulators. But the pattern is now hard to ignore.
The stock bounce says “one bad headline.”
The regulatory trail says “multi-year overhang.”
✔️ @venture | 2 362 |
| 17 |  📉 Strong Jobs Report Triggers a Market Selloff
The U.S. added 172,000 jobs last month, about 2x above expectations. Markets reacted by pricing out Fed rate cuts and even started betting on a possible rate hike by December. The Nasdaq fell 4.2%, Bitcoin dropped below $60,000, and gold hit a 3 month low.
The shift came after the 10-year Treasury yield moved above 4.5%. But the details of the report were less straightforward.
Around 70,000 jobs came from leisure and hospitality.
Another 50,000 jobs came from local government, security, and infrastructure roles.
Some economists linked part of the increase to hiring ahead of the World Cup on June 11.
Wage growth slowed to 3.4%, yet the headline number was enough to change expectations for Fed policy and erase more than $1 trillion in market value.
A strong jobs report became a problem because markets were positioned for lower rates.
✔️ @venture | 2 297 |
| 18 |  "The stock doesn't know you own it."
One of Peter Lynch's simplest lessons.
The market doesn't care about your conviction, your research, or your loyalty.
Only the business matters.
✔️ @venture | 2 641 |
| 19 |  “There are no get-rich-quick schemes. That's just someone else getting rich off you.”
-Naval Ravikant | 2 929 |
| 20 |  I think it's finally time to buy AI stocks
(not financial advice)
✔️ @venture | 2 941 |
