Rohan Bharvani

investor @ coatue

[Rohan Bharvani @RBharvani]

@BenSchwerin @noahrshinn 🔥🚀

[Rohan Bharvani @RBharvani]

@AlanaDLevin 👍🏽

[Rohan Bharvani @RBharvani]

@Natlevywesthead 👍🏽

[COATUE @coatuemgmt]

Chart of the Day:

@Kalshi's political volume has scaled dramatically, and the American Power Index (KPOW) is what that scale enables: a single-number gauge of the current balance of political power and where markets expect it to move, which Kalshi bills as an "S&P 500 for politics."

Products like this are paving the way for institutional adoption: a continuously updated context read on the political backdrop that could be overlaid against equities or policy-sensitive areas to track correlations rather than traded directly.

[Rohan Bharvani @RBharvani]

huge congrats to the @Kalshi team!

thrilled to partner

[Tarek Mansour @mansourtarek_]

Kalshi raised $1B at a $22B valuation led by Coatue, with participation from Morgan Stanley, Sequoia, a16z, and others.

In 2018, we were two kids who loved math, markets, and debate. And we had a dream: build the next generation financial market, where we capture a broader set of questions and harness the power of the masses to price them better than Wall Street.
Kalshi was born to fulfill that dream.

Today, most of these questions are traded indirectly, priced through imprecise proxies or negotiated bilaterally in opaque, restricted, relationship-driven markets. But thanks to our incredible community of users who make our markets work, Kalshi has the opportunity to change that by turning historically fragmented and untradeable risk into open, liquid, and standardized markets.

We’ve seen this movie before. When interest rates, currencies, commodities, and crypto moved from dark to lit markets, volume did not just migrate: access expanded, new use cases emerged, and the opportunity grew by orders of magnitude.

Today, Kalshi represents over 90% of US prediction market volume and the majority of activity globally, with annualized volume growing to $178B over the past 6 months.

What started as retail is quickly becoming institutional — hedge funds, asset managers, prop firms, and insurers are beginning to trade, provide liquidity, and hedge real-world risk directly. The scope and scale of prediction markets are just beginning to take shape.

We’re using this new capital to accelerate the institutional adoption underway — unlocking trillions in capital to facilitate active trading and risk management.

Prediction markets are moving from early adoption to core financial infrastructure. This is just the beginning.

[Rohan Bharvani @RBharvani]

Stripe generated an incredible $1.9T in total volume in ‘25 — which is still <2% of global GDP

And unlike their competitors, they’re investing in the future

Thrilled to partner

[COATUE @coatuemgmt]

In the AI era, @stripe is emerging as the default financial layer for companies at the frontier of the token economy. Proud to partner with them as they continue building the financial infrastructure of the internet economy.

Read more: https://t.co/svM5Rkt1Bf

[Rohan Bharvani @RBharvani]

congrats @awxjack and the @airwallex team

jack has an incredible personal story, and he continues to defy the odds

[Jack Zhang @awxjack]

Stripe offered to acquire us for $1.2 billion when we had $2M in revenue.

Today, we've raised $330M at an $8B valuation and reached $1B ARR.

We could've died three times during this journey.

This is the story I've never told anyone before:

[Rohan Bharvani @RBharvani]

@maxkarpis 🚀

[Rohan Bharvani @RBharvani]

@HarryStebbings 🚀🚀🚀

[Rohan Bharvani @RBharvani]

fintech is tackling $20T+ of global market cap

but very, very few startups have managed to scale across multiple countries / geos

@Revolut is truly one of a kind

thrilled to double down and lead their latest round @coatuemgmt

[Revolut @Revolut]

It’s official — we’ve secured a $75 billion company valuation.

This (still) makes us Europe’s most valuable private company and in the top 10 of the world's most valuable private companies.

[COATUE @coatuemgmt]

Coatue is thrilled to lead @Revolut’s latest fundraising round and deepen our partnership with @NStoronsky, Vlad Yatsenko & team as they push toward their goal of becoming the #1 bank in 100 countries with 100M users and $100B of revenue.

Read more → https://t.co/x7ppE7X17E

[Matt Heiman @MattRHeiman]

Thanks for the support and work on this process from our investors @sonyatweetybird, Isaiah Boone, @willreed , @MBGilroy , @gokulr , @arampell ,@DanRose999, @RBharvani, Brendan O'Boyle, and @saarsaar.

[Rohan Bharvani @RBharvani]

@kenanhsaleh @BainCapVC @0xMari0 @liamihorne @kevinzhang @RonMiasnik @ChristinaPhili5 @ajay_bcv @aaref Love to see it!

[Dan Rose @DanRose999]

If you're interested in AI, we wrote an explainer doc about why it is such a big deal

https://t.co/TTewExCFJk

[Michael B. Gilroy @MBGilroy]

1/ After a decade long venture-fueled run in fintech, we’re in the midst of our most important year yet. We took a hard look at the data across the sector in this whitepaper + deck. https://t.co/w4B9oNGKz6

[Rohan Bharvani @RBharvani]

@Delta Okay. So what exactly do I do if/when I complete my flight? Can you provide me a direct email address or number to contact? Or is the expectation to call & begin this wait to speak to someone again?

[Rohan Bharvani @RBharvani]

@Delta I have been holding for the last 2 hours on Delta Customer Care - can you please issue or send my travel voucher directly to me via email? Would hope that, given this has been your mistake, you do not ask every customer on this airline to waste another 2+ hours waiting to speak.

[Rohan Bharvani @RBharvani]

@Anthony_Lucci @Delta Am in the exact same boat Anthony - and have yet to hear how they are going to fix it!