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).
Mostrar más📈 Análisis del canal de Telegram Venture Capital
El canal Venture Capital (@venture) en el segmento lingüístico de Inglés es un actor destacado. Actualmente la comunidad reúne a 2 218 107 suscriptores, ocupando la posición 10 en la categoría Economía y Finanzas y el puesto 6 en la región EEUU.
📊 Métricas de audiencia y dinámica
Desde su creación el невідомо, el proyecto ha mostrado un crecimiento acelerado, reuniendo a 2 218 107 suscriptores.
Según los últimos datos del 23 septiembre, 2026, el canal mantiene una actividad estable. En los últimos 30 días la variación de miembros fue de -153 641, y en las últimas 24 horas de -3 477, conservando un alto alcance.
- Estado de verificación: Verificado (confirmado oficialmente por Telegram)
- Tasa de interacción (ER): El promedio de interacción de la audiencia es 0.14%. Durante las primeras 24 horas tras publicar, el contenido suele obtener 0.07% de reacciones respecto al total de suscriptores.
- Alcance de las publicaciones: Cada publicación recibe en promedio 3 124 visualizaciones. En el primer día suele acumular 1 561 visualizaciones.
- Reacciones e interacción: La audiencia responde de forma activa: el promedio de reacciones por publicación es 914.
- Intereses temáticos: El contenido se centra en temas clave como openai, claude, nvidia, revenue, pentagon.
📝 Descripción y política de contenido
El autor describe el recurso como un espacio para expresar opiniones subjetivas:
“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).”
Gracias a la alta frecuencia de actualizaciones (últimos datos recibidos el 24 septiembre, 2026), el canal mantiene la vigencia y un amplio alcance. La analítica demuestra que la audiencia interactúa activamente con el contenido, lo que lo convierte en un punto de referencia dentro de la categoría Economía y Finanzas.
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| 2 | 📉 10-Year Yield at 2007 High
The 10-year bond yield is at its highest level since July 2007.
Three months later, the global financial crisis began, and the Nasdaq fell 56% over the next 16 months.
✔️ @venture | 1 061 |
| 3 | Palantir crossed $190 for the first time in a year.
$PLTR is up 669% since Jim Simons disclosed a $21M stake. He opened it in Q2 2021.
✔️ @venture | 1 375 |
| 4 | “The greatest investors make large concentrated bets where they have a lot of conviction.” - Stanley Druckenmiller.
There’s a fine line between confident and overconfident. Positions should be large enough to capture opportunity, small enough to keep you in the game.
✔️ @venture | 1 511 |
| 5 | 🇨🇳 China’s Gold Demand Surges
China spent nearly $160 billion on gold in the last 8 months, even as prices reached $5,595 this year.
The government sees gold as a safe store of funds with no counterparty risk. Domestic investors are also turning to it as real estate and stocks struggle, while the 10-year bond yield is just 1.67%.
China imported more than 1,000 tonnes this year, exceeding its entire 2025 volume. Demand shows no sign of fading.
✔️ @venture | 1 825 |
| 6 | NVIDIA director Mark Stevens sold nearly $947M in $NVDA shares in under a month.
🖱️ Aug 31-Sep 2: Sold $410.8M in $NVDA shares.
🖱️ Sep 4: Sold an additional $235.6M in $NVDA shares.
🖱️ Sep 18: Sold an additional $300M in shares.
Stevens has held a board seat since 2008 and still holds $6.3B in $NVDA.
✔️ @venture | 1 782 |
| 7 | Tesla shares are up 5,581% since this 2013 headline.
✔️ @venture | 1 903 |
| 8 | 💵 Schwab Cash Rates Compared
On 21st September 2026, $10,000 in Schwab’s Bank Sweep at 0.01% would earn about $1 yearly. The same amount in managed portfolios’ cash allocation at 3.29% would earn about $329, before tax and account costs.
Deposit insurance covers eligible bank deposits within limits, but does not set rates. The 3.29% applies only to cash in Schwab Intelligent Portfolios, not the full portfolio, which carries market risk and expenses.
The Fed’s 3.75% to 4% target range took effect on 16 September, after the 3.29% rate began on 1 September. Intelligent Portfolios resets monthly. Ordinary cash rates can change at Schwab’s discretion.
Schwab One Interest may pay $0 for a day when interest is below half a cent. At 0.01% on $10,000, daily interest is about 0.27 cents. The 15th October 2026 expectation is 0.01% for ordinary cash and above 3.29% for managed cash.
✔️ @venture | 2 041 |
| 9 | 🍏 Apple Pay Eyes Stablecoins
Apple, with over 2 billion users, is hiring an Apple Pay strategy lead with stablecoin and blockchain experience.
That could bring stablecoins into one of the world's largest payment ecosystems.
✔️ @venture | 2 002 |
| 10 | Ⓜ️ Meta’s Narrative Turns on Price
Meta shows how quickly the market can change its narrative once the stock starts working. The same capex, AI spending, and installed base that were ignored suddenly look like advantages.
Muse was the turning point. Meta showed a consumer AI product with clear monetization through paid tiers, while plugging the agent into apps and services people already use.
The lesson is to build conviction before the story feels obvious, so the position is in place before everyone else pays up for the same thesis.
✔️ @venture | 1 889 |
| 11 | 🛢 Oil Inventories Near Operational Floor
Global oil inventories are projected to hit their operational floor of 6.8 billion barrels this month if the Strait of Hormuz remains shut, according to JPMorgan.
Below that level, pipelines cannot maintain pressure and refineries start failing, regardless of the oil price. It would be the first time in recorded history that physical oil availability, not just price, becomes the concern.
✔️ @venture | 2 070 |
| 12 | 🕊 A Ceasefire With a Missing Party
Published by Oman on 6th May 2025, the one-sentence deal bars Houthi and US attacks on each other, including American vessels, in the Red Sea and Bab al-Mandab Strait. Saudi Arabia is not mentioned, while Israel was excluded by the Houthis.
The arrangement has held: no American bomb has fallen since then, and no confirmed Houthi strike on a US target has been recorded. US officials say ships still targeted are Saudi.
That leaves a policy contradiction. More than 100 US military personnel are reportedly in Saudi Arabia, providing targeting data to aircraft fighting the Houthis.
The coalition said it destroyed Friday’s missile, but AFP saw a burning Aramco-branded fuel tank and the Journal reported hits to jet-fuel facilities. The cause remains unconfirmed, but the strike reached Riyadh for the first time since March 2022.
✔️ @venture | 2 035 |
| 13 | A 1964 prediction about our AI future.
✔️ @venture | 2 104 |
| 14 | 📉 Oracle’s Filings Under Scrutiny
Michael Burry says Big Tech filings may not show the full scale of AI commitments. Oracle is his main example, with $288B in leases it has not started paying.
🖱️ CEOs sign filings under oath, and lying on them is a crime.
🖱️ The filings do not show how much AI demand comes from companies buying each other’s products.
🖱️ Oracle’s 121% growth figure includes this type of revenue, without disclosing how much.
🖱️ Amazon, Meta, Alphabet, Microsoft, and Oracle made $400B in profit last year, a fraction of their committed spending.
Burry is not calling it fraud. His point is that the truth may not be in the filings.
✔️ @venture | 2 506 |
| 15 | Trump says he is creating an AI Force and will appoint an AI czar. The U.S. will not slow or stifle AI development.
AI could eventually account for 25% of U.S. GDP.
✔️ @venture | 2 259 |
| 16 | ❤️🔥 Coffee Prices Fall 20%
Coffee prices are down 20% this year as supply exceeds demand for the first time in 4 years.
Brazil, the world's top coffee producer, is behind the surplus, with exports up 40% from a year ago.
✔️ @venture | 2 349 |
| 17 | 🥋 BOJ Signals Further Rate Hikes
The Bank of Japan voted 7-2 to raise rates to 1.25%. Further hikes will depend on activity, prices, and financial conditions.
Underlying inflation could exceed the 2% target as wage growth, rising expectations, a weak yen, higher oil prices, and strong AI-related demand push up selling prices.
The economy is recovering moderately, supported by employment, income growth, and AI-related demand. CPI is expected to move clearly above 2% from the second half of FY2026, while financial conditions remain accommodative.
Governor Ueda’s remarks will be watched for clues on the timing and pace of further hikes.
✔️ @venture | 2 640 |
| 18 | “You don't need a lot of brains in this business…What you do need is emotional stability.
You have to be able to think independently: when you come to a conclusion, you have to really not care what other people say and just follow the facts and your reasoning.”
Warren Buffett
✔️ @venture | 2 498 |
| 19 | ☺️ AMD Chip Prices
AMD is reportedly preparing to raise chip prices by ~10% as higher TSM wafer costs flow through to customers.
The increases are expected to hit AI accelerators and consumer GPUs in Q4, as advanced-node manufacturing gets more expensive.
✔️ @venture | 2 782 |
| 20 | 📉 Treasury Yields Fall
After rate hike, the 10-year yield fell to 4.94% and the 20-year yield to 5.337%.
The move suggests the bond market is pricing in lower inflation after the Fed reaffirmed its commitment to bring inflation under control.
✔️ @venture | 2 526 |
