One downside investors must deal with is illiquidity. Yet a simple shift in perceptions can cast this in a different light. Illiquidity can add value during volatile cycles. Private assets can protect investors against their own biases, locking them in for an entire cycle👀
🎧As China seeks to become more self-sufficient in cutting edge technology, opportunities are emerging in local leaders that stand to benefit from this localisation trend.
Our Quality team takes a deep dive into investment in China: https://t.co/LqWb09kKjx
Capital at risk.
I recently crunched around 300 VC rounds announced in the European InsurTech scene.
Here is what I learned.
First, that review covers a time period from Q1 2020 to Q1 2023. The idea was to assess how the first quarter of this year compares to previous ones, as the startup and tech scenes are currently facing tough times.
And beyond, I had in mind to highlight the dynamic in each country as InsurTech is increasingly active in Europe, though unbalanced across local ecosystems.
Let's have a specific look at the Spanish scene:
Overall, 16 InsurTech deals were announced in Spain during the last 13 quarters. This is a bit more than 5% of all InsurTech rounds unveiled over the same period of time.
It's interesting to see that the peak investment happened in late 2021 and early 2022. Basically, slightly later than when the startup ecosystem was booming more broadly. On the other hand, this has been a long term journey as there were already nice activities back in 2020.
In terms of money raised, it’s over €47m. You made the maths, it means the ecosystem is still young and most of the rounds announced were at early-stage. Nevertheless, there are regular deals announced in the Spanish InsurTech space, which shows the ecosystem is vibrant.
The biggest macro variable of all is the dollar. It is very very close to breaking higher. These levels keep getting rejected but if it breaks up, the inflation and growth pulse will shift downward. If it moves fast, it accelerates this. A slow break is less negative. 1/
If fiat backed stablecoins really become inflation coins (not so stable), then how will we get a coin that is truly stable?
Perhaps something that tracks a basket of real world goods (purchasing power parity) using oracles?
Ideas welcome.
The largest token burn in history begins today.
🔥70 Billion #CRO
Prepare for a fully decentralized #Mainnet
Download App and Buy $CRO NowThe largest token burn in history begins today.
🔥70 Billion #CRO
Prepare for a fully decentralized #Mainnet
Download App and Buy $CRO NowThe largest token burn in history begins today.
🔥70 Billion #CRO
Prepare for a fully decentralized #Mainnet
Download App and Buy $CRO Now.