Top Results37 results
The IPO Narrative – Is the Market Rotating into Crypto Equities?
Amidst the recent success of the Cricle IPO, and the continued slow grind down in alts, the attention...CRCL is up ~115% over the last week, and nearly 8x since the IPO – a trend which was only seen in token...But as this IPO trend continues, the biggest meme would be a Uniswap Labs IPO....The recent IPO of Circle illustrates this.
9 Min
Macro & Markets
Jun 2025
The Circle IPO: Caveat Emptor?
...revered companies, Circle, has finally filed its S1 prospectus with the SEC ahead of a much anticipated IPO...Coinbase, in particular, was a pivotal IPO that brought a lot of credence and positive attention to the...this juncture, where the Fed is trying to keep things flat, is the perfect opportunity for Circle to IPO...
4 Min
Stablecoins
Apr 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
...before founding Galaxy, making partner at Goldman Sachs in 1998 and helping lead Fortress through its IPO...CoreWeave’s finances came into public view ahead of its March 2025 IPO, with the investment media highly...As such, the size of CoreWeave’s IPO was downsized (from $2.7B to $1.5B) and completed at a lower valuation...
32 Min
Macro & Markets
Jun 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
This structure bypasses the traditional SPAC or IPO path and creates an immediate listed ticker with...
25 Min
Macro & Markets
Jun 2025
Delphi's Market Matters - June 2025
Using your example, do you see a scenario where, where Unis, SWPS labs actually IPO and then they do...I suspect that poly market will IPO quite frankly, uh, especially with this X integration....I could, I would see them doing an IPO before making a coin at this point....Um, it’s Jason Pagoulatos: probably better for them to IPO anyway.
64 Min
Macro & Markets
Jun 2025
A New Dawn for Web3 MMOs: Incentivized UA and ServerFi
In 2004, the company listed on the NASDAQ, raising $153M via the IPO....This was the largest IPO of a Chinese internet company in the US at the time....spun off into its own entity, IPO’ing in the US later that year and raising $1.04B (the largest US IPO...
31 Min
Gaming
Sep 2024
King $COIN Marches On
...this most recent cycle was the first in which everyone was ‘really’ paying attention with the Coinbase IPO...
7 Min
Macro & Markets
Feb 2024
Kam Punia: The $POWER of Web3 Mobile Gaming
We’ve got those that have taken huge studios to IPO for a billion plus dollars.
47 Min
NFTs & Gaming
Jan 2025
What Lies Ahead in 2025 - Crypto Insider Talks (Dec. 2024)
Isn’t that therefore a gift is if you don’t try and buy the the IPO but instead you wait for the 80%...I mean what’s funny about the IPO market too is over time like this dynamic of the low float, high FDV...You know, you’re not launching, you don’t IPO with, you know, putting all of your outstanding stock that...
59 Min
Macro & Markets
Dec 2024
Why Things Will Get Crazier - Crypto Insider Talks October 2024
...the velocity of capital has to be faster, and the creative destruction cycle has to be faster than IPO...Because it’s not as if the process of going public, actually going through the IPO process, especially...But the thing that bugs me is not as if the alternative going public via the IPO process is real, writers...
68 Min
Macro & Markets
Nov 2024
Theia Research: Internet Finance (Guest Post)
Listing is a cumbersome and expensive process (over $2M in fees plus 5-7% of IPO proceeds, plus significant...
26 Min
DeFi
Jan 2025
Investing Frameworks For The Exponential Age | Crypto x AI Event
How do IPO markets work when companies get disrupted? What is software?
60 Min
DeFi
Oct 2024
Coinbase: From Sleeping Giant To Industry Leader
...prices.COIN has been subject to non-crypto market headwinds too, such as the poor performance of other IPO...
45 Min
Financial Market Themes
Sep 2023
Crypto Crossroads: ETFs, Politics, and Prediction Markets
...where, like, the valuations correlate pretty well to like the S& P and the and the Nasdaq, like IPO...
56 Min
DeFi
Jul 2024
The Year Ahead for DeFi
BlockFi was an industry darling targeting an IPO earlier this year, and now it’s bankrupt.
54 Min
Options
Dec 2022
LooksRare vs. X2Y2: A Story of Incentivized NFT Marketplaces
However, there is also speculation that OpenSea will seek a more traditional route — an IPO.
16 Min
NFT Marketplace
Oct 2022
The Great Reset: Navigating Crypto in 2023
BlockFi was an industry darling targeting an IPO earlier this year, and now it’s bankrupt.
DeFi
Jan 2023
Delphi Office Hours Call (August 4th, 2022)
For example, an IPO listing on the NASDAQ is often very pricey.   27:18 • Ceteris   Yeah, I just want...
37 Min
Macro & Markets
Aug 2022
Delphi Office Hours Call (June 22nd, 2022)
Some of them even IPO, like Affirm, I think I’m willing to bet that this space is going to get really...
43 Min
Macro & Markets
Jun 2022
LooksRare Volume Soars, Crypto vs IPOs, & Managing Merge Expectations
The Renaissance IPO ETF, which tracks a portfolio of the largest, most liquid, newly-listed US IPOs,...No matter how rigorous the pre-IPO process is, there’s always going to be the risk that a company fails...
8 Min
NFT Marketplace
Apr 2022