Venture Capital
前往频道在 Telegram
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 2 366 006 名订阅者，在 经济与金融 类别中位列第 10，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 2 366 006 名订阅者。
根据 26 八月, 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 -151 587，过去 24 小时变化为 -4 080，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 0.19%。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 4 591 次浏览，首日通常累积 1 738 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 940。
- 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 27 八月, 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。
2 366 006
订阅者
-4 08024 小时
-34 2467 天
-151 58730 天
帖子存档
2 366 006
📈 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
2 366 006
💻️ 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
2 366 006
“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
2 366 006
🔸 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
2 366 006
⚠️ US-China Sanctions Risk Escalates
China buys around 90% of Iran’s oil exports, mostly through smaller independent refineries. Imports fell from 823,000 barrels per day in July to around 534,000 in August, but China has not stopped buying.
Bessent warned that companies doing business with Iran could be cut off from the US dollar system. China says sanctions are not the solution and will protect its interests. Continued purchases could put major Chinese banks at risk, turning Iran sanctions into a direct clash with Beijing.
✔️ @venture
2 366 006
“If you’re not willing to react with equanimity to a market price decline of 50% two or three times a century you’re not fit to be a common shareholder and you deserve the mediocre result you’re going to get.”
Charlie Munger
✔️ @venture
2 366 006
“People are very careful: they spend hours to get $50 off an airplane flight. They look at everything. And then they'll put $10,000 in some crazy stock they heard about on the bus.”
Peter Lynch
✔️ @venture
2 366 006
📈 Burry Warns of Private Market Stress
Michael Burry says private equity and private credit could face disaster within 2-3 years, even without higher interest rates.
Private credit funds half of all AI data centers.
More than 3,000 private equity firms have not done a deal since 2021.
Higher rates make old deals expensive to refinance now.
✔️ @venture
2 366 006
💻️ NVIDIA Escalates the AI Race
NVIDIA is spending $6B to build a powerful US alternative to Chinese AI models.
The company is licensing technology and acquiring engineering talent from AI startup Poolside. More than 100 engineers are expected to join NVIDIA and work on its Nemotron project.
The move puts NVIDIA in competition with DeepSeek, OpenAI, and Anthropic. CEO Jensen Huang is betting that open-weight AI can help the US maintain its lead over China.
✔️ @venture
2 366 006
“One of my favorite tricks is the inversion process.”
“If somebody hired me to fix India, I would immediately say, ‘What could I do if I really wanted to hurt India?’ I’d figure out all the things that could most easily hurt India…and then I’d figure out how to avoid them.”
“It works better frequently to invert the problem.”
Charlie Munger
✔️ @venture
2 366 006
🇨🇦 Canada Retaliates With U.S. Tariffs
Canada will impose dollar-for-dollar tariffs on U.S. steel, electronics, appliances and other goods from September 8.
The move follows U.S. tariffs of 50% on around $20 billion of Canadian imports.
Prime Minister Mark Carney said the U.S. “asked too much and offered too little” after trade talks collapsed.
✔️ @venture
2 366 006
🚀 CAZILLA — CRYPTO CASINO BUILT FOR PLAYERS
Tired of slow withdrawals, endless pop-ups and support that never answers?
Cazilla keeps it simple: deposit, play, withdraw.
⚡ Fast crypto withdrawals
🎰 Up to 98% RTP on selected slots
💬 24/7 customer support
🚫 No annoying ads or constant pop-ups
⭐ Real player reviews & strong ratings
🟢 12,543 players online right now
🔥 12,543 players are already online.
Make your first deposit and start playing Cazilla now.
👉 PLAY NOW
2 366 006
7 Investors to Study
🖱️ Ray Dalio
🖱️ Nick Sleep
🖱️ Terry Smith
🖱️ Peter Lynch
🖱️ Warren Buffett
🖱️ Charlie Munger
🖱️ François Rochon
✔️ @venture
2 366 006
📈 Citadel Exits Bottom-Bought Portfolio
Citadel has sold 80% of the portfolio it bought from Situational Awareness at the market bottom, according to the Financial Times. The holdings rallied sharply after the purchase.
Situational Awareness nearly collapsed after the tech crash wiped out its positions. Citadel bought most of the stock holdings, then sold them back into the market through nearly 100 trades worth over $4 billion.
Ken Griffin told investors: "We have prided ourselves on being front-footed and proactive during periods of market dislocation."
✔️ @venture
2 366 006
Ⓜ️ Thiel’s Facebook Exit
Peter Thiel turned a $500,000 investment in Facebook into roughly $1 billion, while retail investors were down 47% from the IPO price.
🖱️ 2004: Thiel invests $500,000 for roughly 10% of Facebook.
🖱️ May 18, 2012: Facebook IPOs at $38. Thiel sells 16.8 million shares for $640 million and sets up a plan to sell the rest before the stock trades for an hour.
🖱️ August 16-17, 2012: He sells 20.6 million more shares at $19-$21 after the first lockup expires.
🖱️ He keeps 5.6 million shares and his board seat.
The exit turned an early stake into $1 billion in cash, while the stock closed at $20.01 on August 20, 2012.
✔️ @venture
2 366 006
💻️ NVIDIA’s $500 Billion Headline
On 10th August 2026, NVIDIA tied $500 billion to 6 memorandums of understanding. Final agreements remain pending.
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR would create independent pools to underwrite compute as infrastructure. Huang said NVIDIA may support 25%, or $125 billion, not a booked liability.
A filing lists facility lease guarantees of $3.5 billion maximum gross and $712 million escrow over 5-7 years. The $500 billion is neither revenue nor one fund.
Closed deals will show tenor, collateral, usage contracts and who bears losses.
✔️ @venture
2 366 006
“We all sit in the shade of trees that were planted by others. So it’s obligatory, I think, to plant a few trees ourselves, if we’ve had good luck.”
Warren Buffett
✔️ @venture
