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).
نمایش بیشتر📈 تحلیل کانال تلگرام Venture Capital
کانال Venture Capital (@venture) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 2 546 616 مشترک است و جایگاه 8 را در دسته اقتصاد و امور مالی و رتبه 6 را در منطقه الولايات المتحدة الأمريكية دارد.
📊 شاخصهای مخاطب و پویایی
از زمان ایجاد در невідомо، پروژه رشد سریعی داشته و 2 546 616 مشترک جذب کرده است.
بر اساس آخرین دادهها در تاریخ 21 ژوئیه, 2026، کانال فعالیت پایداری دارد. در ۳۰ روز گذشته تغییر اعضا برابر -157 779 و در ۲۴ ساعت گذشته برابر -6 284 بوده و همچنان دسترسی گستردهای حفظ شده است.
- وضعیت تأیید: تأیید شده (به صورت رسمی توسط تلگرام)
- نرخ تعامل (ER): میانگین تعامل مخاطب 0.12% است و در ۲۴ ساعت نخست پس از انتشار، محتوا معمولاً 0.06% واکنش نسبت به کل مشترکان کسب میکند.
- دسترسی پستها: هر پست به طور میانگین 3 127 بازدید دریافت میکند. در اولین روز معمولاً 1 607 بازدید جمعآوری میشود.
- واکنشها و تعامل: مخاطبان بهطور فعال حمایت میکنند؛ میانگین واکنش به هر پست 733 است.
- علایق موضوعی: محتوا بر موضوعات کلیدی مانند openai, claude, nvidia, revenue, pentagon تمرکز دارد.
📝 توضیح و سیاست محتوایی
نویسنده این فضا را محل بیان دیدگاههای شخصی توصیف میکند:
“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).”
به لطف بهروزرسانیهای پرتکرار (آخرین داده در تاریخ 22 ژوئیه, 2026)، کانال همواره بهروز و دارای دسترسی بالاست. تحلیلها نشان میدهد مخاطبان بهطور فعال با محتوا تعامل دارند و آن را به نقطه اثرگذاری مهم در دسته اقتصاد و امور مالی تبدیل کردهاند.
در حال بارگیری داده...
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| 2 | 📉 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.
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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.
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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 | 1 224 |
| 3 | 📊 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.
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If oil keeps rising again on renewed Middle East tensions, that trend could reverse quickly.
✔️ @venture | 835 |
| 4 | Cannibal stocks (Buy back compounders):
✔️ @venture | 1 233 |
| 5 | 🛢Oil could put inflation back at the center of the market
Inflation had started easing as oil prices fell after the June ceasefire. That trend is now at risk of reversing as tensions in the Middle East escalate again.
The Strait of Hormuz, which carries about 20% of global oil supply, has seen tanker traffic drop sharply. Reuters also reports that Iran has told the Houthis to prepare for a possible closure of the Bab el-Mandeb strait if the conflict widens. Together, the two routes handle roughly 27% of global oil shipments.
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The U.S. also has less room to respond than in previous crises. The Strategic Petroleum Reserve has fallen to 326 million barrels, its lowest level since 1983.
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At the same time, the Federal Reserve is already concerned about inflation, with several policymakers still projecting higher rates rather than cuts.
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If oil prices keep rising, inflation could quickly become the market's biggest risk again.
✔️ @venture | 1 488 |
| 6 | Intel was founded this day in 1968.
3 years earlier, co-founder Gordon Moore predicted the chip industry’s next decade.
It became known as Moore’s Law.
In its first decade, Intel’s revenue grew nearly 15,000%.
✔️ @venture | 2 016 |
| 7 | The US has completed its 8th consecutive night of strikes on Iran after President Trump ordered CENTCOM to "open the gates of hell."
CENTCOM says it targeted Iranian military facilities, air defenses, missile and drone storage sites and IRGC forces in strikes carried out just an hour ago.
At least two US service members were killed and another remains missing after the attack in Jordan, prompting the US to intensify its strikes against Iran.
More than 50,000 US troops remain deployed across the Middle East.
✔️ @venture | 2 255 |
| 8 | Elon Musk lost $500 billion in net worth in the past 30 days.
✔️ @venture | 2 770 |
| 9 | The US national debt hit $39.5 TRILLION for the first time in history.
Debt grew by $286B in the last 30 days, climbing $110,000 per second.
✔️ @venture | 2 896 |
| 10 | Wow.
✔️ @venture | 3 075 |
| 11 | 🎤 Trump's teleprompter operator allegedly bet on his speeches
According to ABC News, the operator who has managed Donald Trump's teleprompter since 2016 allegedly placed more than $100,000 in bets on Kalshi's prediction markets using advance knowledge of presidential speeches.
Investigators say Gabriel Perez traded contracts tied to specific words and phrases that Trump would mention during events, including the State of the Union, a Davos speech, and a Medal of Honor ceremony.
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The activity was reportedly flagged by Kalshi, which referred the case to regulators. Perez is now in settlement talks with the CFTC, while remaining in his position.
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The case highlights a new challenge for prediction markets: access to non-public information can become an edge just as valuable as insider information in financial markets.
✔️ @venture | 3 021 |
| 12 | 📣JD Vance says America needs fewer office workers and more skilled trades
U.S. Vice President JD Vance argues that too many people pursue 4-year degrees only to end up in what he called "fake jobs" that create little real value. He believes the U.S. should place greater emphasis on skilled trades instead.
Speaking with Mike Rowe, Vance said careers like plumbing, construction, and manufacturing deserve the same respect as traditional white-collar professions. He also noted that many office jobs became harder to justify during the pandemic.
The debate comes as demand for trade careers continues to rise. Rowe said applications for his skilled trades scholarship program increased 10x over the past year, yet only 2 workers replace every 5 who retire. At the same time, college graduates still earn about 60% more than high school graduates on average.
The discussion is shifting from whether college matters to which skills the economy will value most over the next decade.
✔️ @venture | 2 676 |
| 13 | 💳 PayPal shareholders push back against Stripe takeover terms
PayPal ($PYPL) shareholders are increasingly criticizing the proposed deal with Stripe, arguing the offer significantly undervalues the company. The probability of a transaction has reportedly risen to 74%.
The proposed valuation of around 10x forward earnings is too low, especially considering that key assets such as Venmo and Braintree would become part of the deal.
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If completed, it would be one of the biggest payments acquisitions in years and reshape the competitive landscape of digital payments.
✔️ @venture | 2 673 |
| 14 | The mistake most investors make, according to Warren Buffett
✔️ @venture | 2 835 |
| 15 | ⚡️ Lucid crashes on bankruptcy rumors, then denies the reports
Lucid ($LCID) plunged as much as 49% after reports claimed the EV maker was considering Chapter 11 bankruptcy or a move to go private. Trading was briefly halted as the stock hit a 52-week low, leaving it down nearly 80% over the past year.
The reports cited restructuring adviser AlixPartners, which was reportedly reviewing strategic options. They followed a difficult period for Lucid, including 1,500 layoffs, multiple executive departures, negative gross margins, and an $800 million draw from a Saudi-backed loan facility.
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Hours later, Lucid denied the reports, saying it has sufficient liquidity, no special board committee has been formed, and AlixPartners has not recommended Chapter 11.
✔️ @venture | 3 005 |
| 16 | ❕ Just 4% of U.S. stocks created almost all market wealth
A study of 29,754 U.S. stocks listed between 1926 and 2025 found that the market created $90.96 trillion in shareholder wealth. Almost all of it came from just 1,082 companies, while the remaining 96% created virtually none.
The typical stock actually lost 6.87%, 59% of companies destroyed shareholder value, and only 41% outperformed Treasury bills.
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The biggest wealth creators were:
🖱Apple ($5.02T)
🖱Nvidia ($4.58T)
🖱Microsoft ($4.03T)
🖱Alphabet ($3.57T)
🖱Amazon ($2.27T)
Apple and Nvidia alone generated 10.6% of all shareholder wealth created since 1926.
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Market concentration is also increasing. In 2016, it took 89 companies to account for half of all market wealth. Today, it takes just 46.
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The biggest winners have always driven long-term market returns. The difference today is how concentrated those winners have become.
✔️ @venture | 2 982 |
| 17 | 🐕 Analyst compares SpaceX to Dogecoin as shares keep falling
Mark Yusko, CEO of Morgan Creek Capital, says SpaceX's $2 trillion valuation is disconnected from reality, comparing the company to Dogecoin because of its concentrated ownership and investor enthusiasm.
Yusko argues that SpaceX, along with OpenAI and Anthropic, is trading at valuations that cannot be justified by future earnings. He also expects the stock to come under more pressure as lock-up restrictions expire and early investors gain the ability to sell.
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SpaceX shares have fallen more than 12% over the past week and nearly 28% over the past month after a strong IPO debut.
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Despite the criticism, Wall Street remains largely positive. 22 of 28 analysts still rate the stock as a Buy, while only one currently recommends Sell.
✔️ @venture | 2 742 |
| 18 | 🤖 10 public companies to watch in robotics
Robotics is becoming one of the fastest-growing AI markets. While most attention goes to humanoid robots, the biggest opportunities are spread across sensors, chips, automation, and industrial infrastructure.
🖱 $TER - Tests AI chips and owns Universal Robots, one of the world's leading collaborative robot makers.
🖱 $NOVT - Builds precision photonics and motion-control systems used in surgical and industrial robots.
🖱 $OUST - Develops lidar sensors that help robots and autonomous machines map the physical world.
🖱 $HIMX - Supplies vision and display chips that process images and sensor data for robots.
🖱 $AMBQ - Designs low-power AI chips for robots and edge devices.
🖱 $ON - Expanding its robotics stack through the acquisition of Siyna, adding sensing, connectivity, and edge AI.
🖱 $SYM - Warehouse automation company combining robotics with software for fulfillment centers.
🖱 $VPG - Makes force and pressure sensors that help robots interact with the real world.
🖱 $TSLA - Long-term humanoid robotics play through Optimus, combining AI, hardware, and manufacturing.
🖱 $CCXI - Gives investors exposure to Agility Robotics, the company behind the Digit warehouse robot.
The robotics market extends far beyond humanoids. The biggest winners could be the companies supplying the hardware and infrastructure every robot depends on.
✔️ @venture | 2 724 |
| 19 | 🏘 San Francisco homes are being sold for OpenAI shares
Some home sellers in San Francisco are accepting OpenAI and Anthropic shares instead of cash, even though neither company is publicly traded.
One $2.995 million home attracted an offer from an OpenAI employee for more than $1 million above the asking price, while another seller offered a $500,000 discount if the buyer paid in Anthropic stock.
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The rush is driven by expectations that future IPOs could create more than 16,000 millionaires in the Bay Area. This year, 144 homes sold for at least $1 million over asking, compared with just 8 during the first half of 2025. Homes priced above $10 million have doubled, while inventory has fallen to fewer than 600 listings.
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Private company shares are increasingly being treated like cash, even before the market has determined what they're actually worth.
✔️ @venture | 2 691 |
| 20 | 💼 Investing isn't just about picking the right stocks
One of the biggest mistakes investors make is keeping the same portfolio for decades. Your financial goals, income, and ability to recover from market downturns all change over time, and your asset allocation should change with them.
In your 20s and 30s, time is your biggest advantage, so many investors focus more on growth. As retirement gets closer, preserving capital and reducing volatility often become just as important as maximizing returns.
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There is no perfect portfolio for every age or every investor. Risk tolerance, income, and financial goals matter as much as your birth year.
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The best portfolio is one that matches both your timeline and your ability to stay invested when markets become volatile.
✔️ @venture | 2 795 |
