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Budapest, Budapest, Hungary
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Martyn bemutathatja Önt 3 embernek a(z) Clarma Capital vállalatnál
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Ha a Folytatás gombra kattint a csatlakozáshoz vagy a bejelentkezéshez, azzal elfogadja a LinkedIn Felhasználói megállapodását, Adatvédelmi szabályzatát és Sütiszabályzatát.
12 E Követői
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Ha a Folytatás gombra kattint a csatlakozáshoz vagy a bejelentkezéshez, azzal elfogadja a LinkedIn Felhasználói megállapodását, Adatvédelmi szabályzatát és Sütiszabályzatát.
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Martyn bemutathatja Önt 3 embernek a(z) Clarma Capital vállalatnál
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Még nincs fenn a LinkedIn-en? Csatlakozzon most
Ha a Folytatás gombra kattint a csatlakozáshoz vagy a bejelentkezéshez, azzal elfogadja a LinkedIn Felhasználói megállapodását, Adatvédelmi szabályzatát és Sütiszabályzatát.
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Ha a Folytatás gombra kattint a csatlakozáshoz vagy a bejelentkezéshez, azzal elfogadja a LinkedIn Felhasználói megállapodását, Adatvédelmi szabályzatát és Sütiszabályzatát.
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Ha a Folytatás gombra kattint a csatlakozáshoz vagy a bejelentkezéshez, azzal elfogadja a LinkedIn Felhasználói megállapodását, Adatvédelmi szabályzatát és Sütiszabályzatát.
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Szolgáltatások
Cikkek Martyn
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Understanding Anti-dilution Provisions
Understanding Anti-dilution Provisions
Dear Subscribers, Welcome back to another edition of the HealthVC newsletter! As your trusted partner in navigating the…
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Understanding the Party Round2023. aug. 13.
Understanding the Party Round
Dear Subscribers, In this edition of the HealthVC newsletter, we delve into the fascinating world of venture capital…
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Understanding What Are Option Pools?2023. aug. 6.
Understanding What Are Option Pools?
Dear Subscribers, Welcome to the latest edition of HealthVC. Today, we delve into an essential aspect of venture…
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Understanding Pari Passu in Venture Capital2023. júl. 30.
Understanding Pari Passu in Venture Capital
Dear Subscribers, In this edition of our HealthVC newsletter, we delve deeper into the concept of Pari Passu and its…
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Understanding the Over-Allotment Option2023. júl. 23.
Understanding the Over-Allotment Option
Dear Subscribers Welcome to the weekly edition of the HealthVC! In this today's newsletter, we delve into an essential…
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Understanding the Most Favored Nation Clause2023. júl. 16.
Understanding the Most Favored Nation Clause
Dear Subscribers, Welcome to this edition of the HealthVC newsletter! Today, we will be exploring a crucial aspect of…
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Understanding the No-Shop Clause2023. júl. 9.
Understanding the No-Shop Clause
Dear Subscribers, Welcome to the latest edition of our HealthVC newsletter. Today, we delve into the intriguing world…
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Understanding Gross Total Value to Paid-in Capital (TVPI)2023. júl. 2.
Understanding Gross Total Value to Paid-in Capital (TVPI)
Dear Subscribers, Welcome to the latest edition of the HealthVC, your go-to source for all things venture capital. In…
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Understanding Residual Value per Paid-in Capital2023. jún. 25.
Understanding Residual Value per Paid-in Capital
Dear Subscribers, Welcome to the latest edition of the HealthVC newsletter! Today, we delve into an essential concept…
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Understanding Memorandum of Understanding (MoU)2023. jún. 18.
Understanding Memorandum of Understanding (MoU)
Dear Subscribers, Welcome to our latest edition of the HealthVC newsletter! In this newsletter, we will delve into the…
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Tevékenység
12 E Követői
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Martyn Eeles közzétette eztI will be in Helsinki this week, attending DeepTech Investor Day. I am looking to meet founders, investors, and LPs active in life sciences, healthtech, diagnostics, medtech, and therapeutics. For those who know the Helsinki ecosystem well, whom should I meet while I am there? I am especially interested in people building or backing companies where strong science is moving closer to clinical, commercial, or strategic relevance. If there is a founder, investor, LP, operator, university spinout, accelerator, or ecosystem builder you think I should meet, please tag them below or send me an intro.
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Martyn Eeles megosztotta eztMost first-time funds are not too small. They are too big for the strategy behind them. The manager wants a larger fund because it feels more institutional. But a bigger fund changes everything. It changes deployment pressure. It changes ownership requirements. It changes reserve needs. It changes LP expectations. It changes the number of companies you need to find, win, and support. A fund size is not just a number. It is a promise. This week’s HealthVC newsletter is about why first-time managers should not raise the fund they want. They should raise the fund their strategy can actually support.
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Martyn Eeles megosztotta eztMost emerging managers do not have a fund strategy. They have a fund description. Fund size. Sector focus. Stage. Geography. Portfolio model. That tells an LP what you invest in. It does not explain why you should win. This week’s HealthVC newsletter is about the gap between having a fund and having a real strategy.
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Martyn Eeles megosztotta eztLPs are not only underwriting your thesis. They are underwriting your firm. That is the part many emerging managers miss. The market can be attractive. The strategy can be clear. The early portfolio can look promising. The founding GP can be impressive. But serious LPs are also asking the quieter questions. Who really makes the decisions? What happens if one partner leaves? Is the firm too dependent on one person? Is carry aligned? Can the team manage the fund after the easy part of fundraising is over? This week’s HealthVC is about the manager risk LPs see before you do. Because a strong thesis gets attention. But a strong, durable firm gets committed.
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Martyn Eeles megosztotta eztSaudi Arabia's Vision 2030 has earmarked billions for the healthcare sector. European VCs are mostly not in the conversation. Not because the capital isn't available. Not because European health assets aren't attractive. But because sovereign allocators in the Gulf operate through relationships and context, and most European fund managers do not. The GPs who will benefit from this capital shift aren't the ones with the best pitch decks. They're the ones who have already built the trust that makes a sovereign mandate comfortable deploying alongside them. That trust doesn't happen on a Zoom. It doesn't happen at a general-purpose conference. It happens in a specific kind of room, with the right people, having the right conversations. I built HealthVC Summit because that room didn't exist. It does now. September 2nd and 3rd, Zurich. Applications at healthvcsummit.com
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Martyn Eeles megosztotta eztA strong thesis does not mean you have a strong fund. That is the mistake many managers make. The market can be attractive. The timing can be right. The founders can be strong. The access can be real. But LPs still ask the harder question: Can this fund actually return capital? That is where portfolio construction exposes the truth. Ownership, reserves, dilution, fund size, exit paths, and DPI matter more than most managers admit. A thesis gets attention. Fund math gets underwritten. That is the focus of this week’s HealthVC newsletter.
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Martyn Eeles megosztotta eztA lot of emerging managers assume that being a good investor is enough. It is not. Being able to identify strong companies is only the starting point. LPs are not just underwriting whether you have good taste, a strong network, or a sharp view of the market. They are underwriting whether you can build a fund. That is a very different question. A good investor can spot an opportunity. A backable fund manager can turn that opportunity into a portfolio, manage reserves, communicate with LPs, handle risk, support founders, and eventually return capital. That is where many emerging managers struggle. They spend the fundraising process proving they understand companies, markets, and founders. But LPs are also listening for something else. Can this person run the vehicle? Can they construct a portfolio? Can they win meaningful ownership? Can they explain risk clearly? Can they communicate when things get hard? Can they build something institutional enough to last beyond Fund I? This week’s HealthVC essay is about the hidden difference between a good investor and a backable fund manager. Because LPs may already believe you can pick. The real question is whether they believe you can manage.
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Martyn Eeles megosztotta eztEurope does not lack health innovation. It lacks distribution. That is the uncomfortable argument in this week’s HealthVC newsletter. Across diagnostics, medtech, digital health, therapeutics, AI, hospital workflow, and clinical infrastructure, Europe produces serious companies built around serious problems. The science is often strong. The clinical credibility is often real. The founders often understand the problem deeply. But turning that innovation into a global category leader is a different challenge. A company can win a hospital in one European country and still discover that the next country has a different reimbursement pathway, a different procurement process, a different buyer map, a different language, a different clinical workflow, and a different timeline. That fragmentation slows momentum at exactly the stage when venture-backed companies need acceleration. This is why market size slides are not enough. The question is not whether Europe has enough patients, hospitals, spending, or unmet needs. It does. The real question is whether a company has the distribution architecture to move through fragmented systems and build repeatable commercial expansion. The best European healthtech companies will not only prove that their product works. They will prove that the company can move. That is what this week’s HealthVC newsletter is about: Europe’s Healthtech Distribution Problem
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Martyn Eeles megosztotta eztClinical value is not commercial value. This is one of the most expensive lessons in healthtech. A company can have strong data, respected clinical supporters, a credible pilot, and a product that genuinely improves care. And still fail commercially. Not because the product does not matter. Because the market cannot adopt it. Hospitals, payers, pharma, and providers do not move just because something is clinically interesting. They move when the internal cost of not changing becomes higher than the risk of change. That means founders need to understand more than evidence. They need to understand budget ownership, workflow fit, procurement logic, implementation burden, stakeholder politics, reimbursement alignment, and the internal decision path that turns interest into adoption. A pilot is not an adoption. Clinical enthusiasm is not procurement. A strong advisory board is not a commercial engine. The next generation of healthtech winners will not be judged only by what they prove clinically. They will be judged by whether anyone can actually adopt them. That is what this week’s HealthVC newsletter is about. Clinical Value Is Not Commercial Value
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Martyn Eeles kedvelte eztMartyn Eeles kedvelte eztI'm in the running for the Startup Selection Switzerland – Capital Ranking 2026. The ranking recognises investors who are genuinely working with founders – results will be featured in a NZZ publisher supplement this autumn. If you know an investor who should be part of this: https://lnkd.in/eYtWTMfm Thanks to NZZ, ZHAW, Founders Hive and VNTR for putting this together. #StartupSelectionSwitzerland #NZZ #ZHAW #FoundersHive #VNTR
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Martyn Eeles kedvelte eztMartyn Eeles kedvelte eztI can share a database of 75 institutional LPs actively writing co-invest checks in 2026. We put 40+ hours into gathering this data: – Pension funds, SWFs, insurance, endowments, foundations, FOFs across 6 regions – AUM, PE allocation %, check size range ($5M-$500M+) – Stage preferences and sector focus – Recent co-invest activity (last 18 months) – Co-invest program type – Key contact (CIO / Head of PE) with LinkedIn 👉 Like + comment "Co-invest" and I'll DM you the database. 👉 Send me a connection request with a "Co-invest" note so I can DM you.
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Martyn Eeles kedvelte eztMartyn Eeles kedvelte eztGITEX AI KAZAKHSTAN, 2026: Almaty, Kazakhstan The scale of the forum was incredible: - 10,000+ participants - attendees from 60 countries - 300 companies and 100+ startups - 4,500+ top executives I have moderated the panel “From Regional to Global: What is the Blueprint for Success?” This topic felt especially close to me personally. Having studied and worked across 4 different continents over the past 7-8 years, and now working as part of the investment team at DOMiNO Ventures, actively investing in Central Asian founders who are eager to expand globally. The topic is also closely connected to the Better Future Acceleration program of DOMiNO Ventures, through which we bring global investors and experts to help founders develop a more global mindset and support their international expansion journey. The discussion covered topics such as: - founder mindset vs capital - global vs regional expansion. It was especially interesting to hear different perspectives and experiences from experts across the ecosystem: 1. Simone Zeh Atanasovski from EBRD VC 2. Abbas Kazmi from SABAH.fund 3. Irakli Beselidze from CALEN AI 4. Katie Lewis from Rainmaking 5. Ollie Graham-Yooll from Utopia Capital Management Really enjoyed the energy of the audience and was happy to receive such positive feedback after the session.
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Martyn Eeles kedvelte eztMartyn Eeles kedvelte eztHad a pleasure serving as a jury member for a startup competition featuring 15 high school founders (ages 15–18). The pitching quality was genuinely impressive - with teams ranging from pre-revenue startups to those already generating $20,000+ in MRR. Proudly represented DOMiNO Ventures as always, alongside Silkroad Innovation Hub and BGlobal Ventures. At the end, each of us offered mentorship to selected teams. I’m excited to support Redline - a device + app that helps distinguish panic attacks from cardiac conditions and track/manage episodes. Our main message to these young founders at their age: don’t stop and never give up. Thank you for organising Salimzhan Sagat
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Martyn Eeles kedvelte eztMartyn Eeles kedvelte ezt💡 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗕𝗲𝘁𝘁𝗲𝗿𝗙𝘂𝘁𝘂𝗿𝗲 𝗨𝘇𝗯𝗲𝗸𝗶𝘀𝘁𝗮𝗻 𝗗𝗲𝗺𝗼 𝗗𝗮𝘆 | 𝗧𝗵𝗲 𝗣𝗮𝗻𝗲𝗹𝘀 Alongside the incredible pitches from our cohort, the 𝗕𝗲𝘁𝘁𝗲𝗿𝗙𝘂𝘁𝘂𝗿𝗲 𝗨𝘇𝗯𝗲𝗸𝗶𝘀𝘁𝗮𝗻 𝗗𝗲𝗺𝗼 𝗗𝗮𝘆 hosted two high impact panel discussions, bringing together leading global and regional investment pioneers to explore the future of technology, venture capital, and scaling. Here are the key takeaways from our exclusive sessions: ✈️ 𝗣𝗮𝗻𝗲𝗹 𝟭 | 𝗥𝗼𝘂𝘁𝗲𝘀: 𝗚𝗹𝗼𝗯𝗮𝗹 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗼𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝗔𝗰𝗿𝗼𝘀𝘀 𝗕𝗼𝗿𝗱𝗲𝗿𝘀 Moderated by Gamze Demir (Principal, DOMiNO Ventures), this session featured Artem Yaremchuk (Pragmatech), Maria Gabriela de Orleans e Bragança (Ventures.eu), and Ivaylo Ivanov (Founder Institute CEE). 𝗞𝗲𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁: Scaling regional innovation internationally requires early stage strategic alignment, cross border network integration, and adapting products to diverse regulatory landscapes without losing core agility. 📍 𝗣𝗮𝗻𝗲𝗹 𝟮 | 𝗥𝗼𝗼𝘁𝘀: 𝗟𝗼𝗰𝗮𝗹 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸𝘀 𝗼𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗪𝗶𝘁𝗵𝗶𝗻 𝗖𝗲𝗻𝘁𝗿𝗮𝗹 𝗔𝘀𝗶𝗮 Moderated by Yagiz Karadeniz (Managing Partner, DOMiNO Ventures), the discussion brought together Dalerkhon Nodirov (IT Park Ventures), Davron Parmonov (AloqaVentures), and Abdulazal (Abe) Toshkhujaev (UzVC). 𝗞𝗲𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁: Central Asia is moving fast. Navigating and winning in this ecosystem depends heavily on leveraging local infrastructure, capitalizing on active institutional backing, and understanding unique regional market dynamics. A massive thank you to our brilliant moderators and panelists for sharing their invaluable perspectives and helping guide the next generation of builders at 𝗠𝗶𝗻𝗶𝘀𝘁𝗿𝘆 𝗚𝗮𝗿𝗱𝗲𝗻 in Tashkent. 🚀 #DOMiNOVentures #DOMiNOEffect #BetterFuture #DemoDay #Uzbekistan #CentralAsia #VentureCapital #Startups
Experience & Education
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Üdv újra itt!
Ha a Folytatás gombra kattint a csatlakozáshoz vagy a bejelentkezéshez, azzal elfogadja a LinkedIn Felhasználói megállapodását, Adatvédelmi szabályzatát és Sütiszabályzatát.
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Ha a Folytatás gombra kattint a csatlakozáshoz vagy a bejelentkezéshez, azzal elfogadja a LinkedIn Felhasználói megállapodását, Adatvédelmi szabályzatát és Sütiszabályzatát.
Tanfolyamok
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Executive Coaching Course
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Exercising Leadership: Foundational Principles
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Leading In A Remote Environment
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Level 5 Executive Coach
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Kitüntetések és díjak
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Top 200 Leader in Blockchain
Databird
I was honored to be announced in the top 200 leaders in the blockchain space in the U.S.A
Szervezetek
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Harvard Business Review
Advisory Council
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AmCham
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Recommendations received
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LinkedIn-felhasználó
“Martyn is an example of what a startup needs; he is passionate about leadership and has world-class financial expertise. He joined our team as a mentor and as a financial advisor, who mentors us both as individuals and as a team. As a female CEO, Martyn helped me develop communication and leadership skills that greatly help with day-to-day interactions with my colleagues. In times of conflict, or issues with the founders, he has been very helpful in finding the best way to communicate and discuss these issues, and oftentimes he himself actively participated in resolving these. I highly recommend Martyn to business owners, who want to explore and expand the international market potential of their business while getting valuable financial and leadership advice. ”
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További hasonló profilok
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Roop Singh
Roop Singh
Georgia State University - J. Mack Robinson College of Business
6 E követőAtlanta, GA -
Catherine Flax
Catherine Flax
Catherine is the CEO of Zefiro, a company focused on delivering fully integrated end of life services for a sustainable future.<br><br>Catherine serves on the board of Zefiro Methane Corporation, Abaxx Technologies (ABXX.NE), Base Carbon (BCBN.NE), ISO New England and Amperon. Additionally she serves on the board of Cristo Rey Brooklyn and CareerSpring, and the Aggies on Wall Street Program at Texas A&M University. She is a Trustee at the Holy Family Church in New York City. What all of these institutions have in common is a focus on making the world a better place through highly skilled people and innovative insights. <br><br>Catherine has 3 sons and 3 granddaughters and lives with her husband in Fort Lauderdale, FL.
8 E követőFort Lauderdale, FL
További bejegyzések felfedezése
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Arthur Andrew Bavelas
Family Office Investing… • 21 E követő
Europe's about to go digital with 15-minute transactions—sounds futuristic, but are we ready for the consequences? CBDCs could reshape borders, privacy, and freedom. Are we prepared for the next level of financial control? 🔒💸 #DigitalCurrency #CBDC #FutureFinance
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SOURAJEET PRADHANI
FinCist • 286 követ��
FinCist Global Financial Tidbits: - 💰 AUSTRIA Austria is among the wealthiest nations in the EU, with a GDP per capita of approximately €55,000 (2024 estimate), consistently exceeding the EU average. Known as the "Gateway to Eastern Europe," Austria's central position makes it a key hub for trade and finance between Western and Eastern Europe. Numerous multinational companies establish their Central and Eastern European headquarters in Vienna. Vienna is home to the Vienna Stock Exchange (Wiener Börse), established in 1771, ranking it as one of the oldest stock exchanges in the world. The city is also home to OPEC’s headquarters (Organization of the Petroleum Exporting Countries). Austrian banks (like Raiffeisen Bank International, Erste Group) are among the most influential in Central and Eastern Europe. Tourism accounts for ~15% of GDP, thanks to the Alps, Vienna’s cultural heritage, and music festivals (Mozart, Strauss, opera). Winter sports tourism is especially vital. Austria traditionally maintains low unemployment rates (around 5%) and a robust social welfare system, making it attractive for its high standard of living. Austria exports machinery, vehicles, iron, steel, paper, chemicals, and food products. Its main trade partners are Germany, Italy, Switzerland, and the U.S. Home to Red Bull (the global energy drink giant), Swarovski crystals, and world-class machinery/engineering firms. Also known for Viennese coffee culture—which UNESCO declared an intangible cultural heritage. 👉 Fun Trivia: Austria was one of the first countries in the world to issue a 100,000 Schilling gold coin (before the Euro) — one of the largest denomination coins ever issued. Vienna consistently ranks as the world’s most livable city due to its affordability, culture, and safety.
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Kit Yu
33 E követő
EURUSD is testing below 1.1700, with the 1.1680/90 support zone holding firm over the past two trading sessions. The USD remains supported despite softer PPI data and lower US yields— likely driven by longer-term yields retreating from extremes and some profit-taking on USD shorts ahead of Thursday’s CPI release and next week’s FOMC meeting. The ECB rate decision is also this afternoon, though no surprises are expected. The market anticipates the ECB will hold rates steady, with only a 7bp cut priced in by year-end. A noteworthy technical level is the uptrend line from early August, currently around 1.1670. This serves as a key pivot—any clear break below could trigger further position reduction.
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Alyona Nikolaeva
Self-employed • 2 E követő
💡 #Crypto at Peak: not a bubble, but a structural shift My latest column for Oninvest is out now. The 2025 crypto rally is not just another speculative spike, it marks the moment cryptocurrencies have solidified their status as a full-fledged investment class. What is different this time: #Bitcoin, #Ethereum, #Ripple all moving in tandem. BTC peaked above $123,000, ETH crossed $3,000, XRP climbed to $3 and reclaimed third place by #marketcap. Total #cryptomarket capitalisation is approaching $3.7 trillion. Institutional capital is in control. YTD inflows into spot Bitcoin ETFs exceed $15 billion. BlackRock’s iShares Bitcoin Trust holds over 700,000 BTC which is around 3.5% of total supply. Corporate crypto reserves now surpass $150 billion, rivaling FX reserves of smaller countries. The US is no longer hostile, but is setting the rules. With Trump’s executive order on a strategic Bitcoin reserve and three major laws under debate - CLARITY Act, GENIUS Act, Anti-CBDC Act - the #regulatorytone has turned constructive. Broad bipartisan support signals a lasting framework, not just headline noise. #Volatility is falling while prices rise. 30-day realised BTC volatility is below 28%, near multi-year lows. Over 70% of BTC remains unmoved for more than 90 days, reinforcing the view that long-term holders dominate the market now. #Options markets provide clear signals. On Deribit, open interest clusters around $140–150k BTC strikes. Historical patterns, halving cycles, and technical charts all point toward year-end targets in that range. 💬 What does this mean for investors now? It is no longer about chasing momentum, but monetising long-term positions: Holding BTC and ETH + selling options to generate yield without losing exposure. Diversification via #altcoins like XRP, tokenised assets, and Ethereum-linked securitised products. Passive income strategies such as ETH staking and structured crypto deposits. ⚙️ The broader point: crypto now behaves more like gold or bonds, a portfolio component in times of macro stress, inflation, and tariff uncertainty. The 2025 rally will likely be remembered not just for its size, but as the moment crypto became a structural part of global finance. 🔗 Read the full article here https://lnkd.in/eMXBpSX6 What is your view? Is crypto now simply another institutional asset class, or does it still hold something fundamentally different? #cryptomarkets #BTC #ETH #XRP #digitalassets #investmentstrategy #digitalcoins #cryptoETF #tokens #cryptorally #institutionalinvestors #expertvoice #linkedinvoices #diversification #editorial #mediacommentary #linkedinfinance
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Christian Angermayer
Apeiron Investment Group • 59 E követő
Heidelberger/SQD - the first Crypto Treasury Company in Germany Crypto treasury companies are rapidly gaining popularity in the US, with MicroStrategy leading the pack. Newly formed examples include Tether-backed Twenty One Capital, Janover (Solana), and Ether Capital (Ethereum). These publicly listed companies offer both retail & institutional investors easy access to specific crypto tokens - at a time when direct buying, custody + trading remain complex and restricted for many. Unlike traditional ETFs, these companies often participate in the underlying ecosystems and use innovative financing & optimization tools, offering investors indirect yet strategic & enhanced exposure. As regulatory uncertainty continues to cloud direct access to crypto in many regions, these crypto treasury firms are emerging as key conduits between public markets & the decentralized world. In doing so, they bring one thing to crypto markets that has been missing so far: diamond hands. Yes, crypto tokens are extremely liquid - often more so than stocks of comparable market cap - but most trading is driven by short-term momentum players. While long-term conviction is often *voiced* passionately, it’s rarely acted upon. Crypto treasury companies fill that gap by buying tokens for the long term - ideally, never selling. One of Apeiron Investment Group's highest conviction tokens is SQD SQD.AI is the first & fastest-growing decentralized database network in the world. Founded in 2021 by Dmitry Zhelezov, PhD, and Marcel Fohrmann, the company has grown over 100% in the past 12 months and is already generating millions in revenue. It’s seen as one of the most promising innovators in the database space for AI agents and Web3 applications. Strategic token holders of SQD.AI include Elevat3 Capital (a German venture fund with a strategic partnership with Peter Thiel’s Founders Fund), as well as Zee Prime Capital, Hypersphere, Digital Finance Group, Banter Capital, and Blockchange Ventures. The SQD token is already listed on major crypto exchanges like Bybit, Crypto.com & Binance - and will start trading on Coinbase tomorrow. A strong 3rd-party analysis of SQD can be found here: https://lnkd.in/eRqgiWus Today, Apeiron has acquired a German-listed company - Heidelberger Beteiligungsholding AG (Ticker: IPOK:DE) - with the intention of refocusing it exclusively on accumulating SQD tokens. This makes Heidelberger - soon to be renamed "SQD.AI Strategies AG" - the first German-listed crypto treasury company. The company holds approximately USD 10 million in cash and liquid assets at the moment, which will soon be invested in SQD. I'm very happy to have found a strategic partner in Clemens Jakopitsch, who has already made significant investments into SQD on behalf of the Piëch Family Office. Clemens will join as the new Chairman, and the Piëch Family has indicated its intent to anchor future funding rounds. Stay tuned!
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Sebastian Popik
11 E követő
The most thought-provoking concept was by Larry Fink, the founder and CEO of BlackRock: how will Central Banks deal with tokenization and digitalization, and what will that change imply for the USD. He added, this change will be huge, it will happen quickly, and most countries are not prepared. The speed of change, well, it continues to accelerate. #FII9 #foodsecurity #AquaCapital
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Denis Spirin
D2 | Boutique Multi-Family… • 1 E követő
Yesterday I attended the 10th Anniversary Conference of True Global Ventures– a closed online event that delivered exactly what you'd hope for from a room full of serious venture operators. Zero hype, maximum signal. Big thanks to Sergey Dashkov for the invitation. The panel on Asset Tokenization with Dušan Stojanović, Tal Elyashiv, Andrew Durgee, Kelly Rodriques, and Yat Siu was exceptionally well done. These aren't people selling you on the dream – they're building the infrastructure. A few things that landed: Tokenization as rails, not revolution. The conversation wasn't about disrupting everything overnight. It was about building infrastructure that lets capital move with less friction, more transparency, and better access. Institutional perspective, not crypto Twitter energy. Diversification within asset classes. One insight that stuck is that tokenization allows granular exposure within a single asset class – venture, real estate, private credit – without needing the scale to build traditional diversified positions. For family offices, this changes portfolio construction geometry entirely. For me this aligns perfectly – structured access to alternatives through digital-first infrastructure, not legacy intermediaries. Tokenization enables better capital allocation, price discovery, and liquidity for assets that have been illiquid by design. Thanks True Global Ventures for the event and for creating space where these conversations happen at the institutional level.
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Matteo Lombardo, CFA
K Capital Group • 10 E követő
Ok, let’s recap Companies in sectors only vaguely related to digital assets (in the best case: gaming, golf carts, …) (*) raise new capital (often an order of magnitude bigger than current market cap) to become Bitcoin Treasury Companies, because the market rewarded them with at a premium to NAV Now that that is no longer the case (market value is below the value of their crypto holdings), they are starting to buyback shares: in theory, a correct and value-adding decision when market price is below intrinsic value; in practice still a stupid thing to do because their intrinsic value is close to zero… As the legacy businesses are not exactly doing fine (these companies are lossmaking or simply shell vehicles), the only way to repurchase shares is with new debt: good luck to anyone lending to them! Alternatively, they will have to sell some of their crypto assets, which however defies the purpose of raising equity to buy it in the first place Micheal Saylor of Strategy himself said recently that he is “…𝘰𝘱𝘦𝘯 𝘵𝘰 𝘴𝘦𝘭𝘭 𝘤𝘢𝘭𝘭𝘴 𝘰𝘳 𝘸𝘢𝘳𝘳𝘢𝘯𝘵𝘴 𝘵𝘰 𝘧𝘶𝘯𝘥 𝘥𝘪𝘷𝘪𝘥𝘦𝘯𝘥𝘴” (read: he will be 𝗳𝗼𝗿𝗰𝗲𝗱 to sell BTC to pay coupons and dividends on all the securities he issued, hopefully for him at a higher price but that’s not guaranteed…) https://lnkd.in/djztUv9r “𝗙𝗧 - 𝗖𝗿𝘆𝗽𝘁𝗼 𝗵𝗼𝗮𝗿𝗱𝗲𝗿𝘀 𝘁𝘂𝗿𝗻 𝘁𝗼 𝘀𝗵𝗮𝗿𝗲 𝗯𝘂𝘆𝗯𝗮𝗰𝗸𝘀 𝗶𝗻 𝗽𝘂𝘀𝗵 𝘁𝗼 𝗯𝗼𝗼𝘀𝘁 𝗳𝗮𝗹𝗹𝗶𝗻𝗴 𝘀𝘁𝗼𝗰𝗸 𝗽𝗿𝗶𝗰𝗲𝘀” https://lnkd.in/d8tqE3y2 (*) My favourite is French company Boostheat, a player in the energy efficiency sector, which raised €250,000 to buy a couple of Bitcoin…
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Werner Hochleitner
2Horizons Limited • 5 E követő
Who actually holds the asset in RWA tokenization? When someone buys a tokenized asset, many assume they now own the asset itself but in most cases, that is not how the system actually works. In many RWA projects the asset is held by a company, a fund, or a special purpose vehicle. The token holder owns rights defined in the legal agreements behind the project rather than the asset itself. Imagine a building is tokenized. The building itself is usually owned by a company created for that purpose. Investors buy tokens that give them rights connected to that company or to the income the building generates. The token holder therefore does not hold the building itself. Ownership of the property remains with the company listed in the land registry. If the building generates rental income, that money must first reach the company that owns the property. Only then can it be distributed to token holders according to the agreements that define how income is shared. That leads to questions like: Who controls the company that owns the asset? Who has the authority to sell the property if circumstances change? Who verifies the rental income before it is distributed to token holders? What happens if the manager responsible for the property stops performing his duties? Is there an insurance that covers for missed income e.g. In case of rental defaults? These questions may sound administrative, yet they determine whether the token holder has enforceable rights or only an expectation that payments will continue. Before investing in any token linked to a real-world asset, one point should always be clear: Where exactly is the asset legally held, and who has control over it? If that answer is not obvious, what exactly does the token holder own? In your experience, how clearly do token projects explain this ownership chain today?
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森敬介
keithexchangeforex • 2 E követő
I believe education is extremely important—especially when it comes to trading. But is the model of platforms that collect “challenge fees” in exchange for education really the right answer? FTMO-style prop firms can be seen as client-acquisition–oriented trading service platforms that, in many countries, sit in a regulatory gray zone with financial authorities. In essence, they function like B-book dealers without actually holding client funds, and the repeated “challenge” fees have become their primary revenue source. Is that truly the right approach to education? What do you think?
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Poh-Heng Tan
CLO Research Group • 6 E követő
Among the 15 EU #CLO deals priced since 25 June 2025, top-tier (tightest 10%) pricing for AAA, AA, A, BBB, BB, and B tranches was 131.4, 190, 222, 310, 560, and 850 bps, respectively. CIFC European Funding VII and Fidelity Grand Harbour CLO 2025-1 priced their AAA tranches at 131 bps — among the tightest levels recorded. Premium subscribers can read the full article here. https://lnkd.in/ed6HMjjn
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Hakimi Abdul Jabar
The Software Suite • 2 E követő
Some weeks back, I'd attended a Web3 DeFi Blockchain 100 Leaders Online Meeting in which an agricultural pioneer had created RWA Tokenization of agricultural product yield which was fully taken up. Just discussed with a Swiss business partner why Serbia can't do the RWA Tokenization of Yields & Export Growth and allow Foreign Investors to actually OWN the agricultural land, in perpetuity. ... during 2025, Serbia exported more than 276,000 tonnes of fruit worth €728.5m, making fruit, alongside wine, one of the country’s strongest export assets. The government will increase support per hectare for intensive production this year, as well as investments in perennial plantings, protected cultivation, processing and cold chain infrastructure. Maximum investment value for establishing perennial plantings will rise from three million to five million dinars per hectare. https://lnkd.in/gJcJeSTa
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Daniel Batten
CH4 Capital • 10 E követő
In 2018, Bulgaria sold 213,500 BTC This is now worth 79% of its public debt That means Bulgaria could have been almost debt free. Instead they must spend money servicing debt that could have gone to productive purposes, and/or print money to service debt which debases the currency and widens the wealth gap. In 2025, not owning Bitcoin is not only high risk, it's fiscally irresponsible
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Alexander Gerko
XTX Markets • 44 E követő
Ok, this clearly was too concise, let me try again. As input we have the following "index arb" strategy (all numbers approximate): Leg1 is 10x smaller than Leg2. Market in which Leg1 is trading is 100x smaller than market for Leg2. Leg1 is consistently losing money, Leg2 is making astronomical amounts of money. What is going on here? Why is Leg1 losing money? What's the point of Leg1, it barely hedges any risk and loses a lot of money, why not trade just Leg2? Is there anything counterintuitive and unexpected (no) and should we be sceptical (yes). Let's for simplicity assume it's only one camel vs retail crowd, no other competitors If Leg1 and Leg2 open with a gap between them you can try buying Leg1 and selling Leg2. They will of course converge to the same point, but *which* point? Almost whichever you want, if you have enough capital! The easiest way to get it to where you want is to trade a lot (vs market volume) in the leg that is less liquid. By the time you closed the arb, from the perspective of an external observer everything looks "normal" - arb is closed, market is efficient, thank you, kindly camel. In reality of course the point the market converged to is not equilibrium of some sort, you massively shifted illiquid Leg1( by tens of basis points) through market impact of your trading. Note that it does not mean that Leg1 price went up Vs open, only that it went up Vs where it would have been without you. During unwind of the Leg1 later in the day you revert those tens of basis point of market impact, monetizing it on Leg2. Of course Leg1 would lose money consistently, try buying something at the speed of 30% of the market volume and then selling it at the same speed! Leg2 is making money not because you have perfect foresight of where the market is going but simply because you cause the move of the market by impact of unwinding Leg1. Another useful thought experiment: how to tell if your strategy is likely legit Vs something that will result in SEBI sending you a 100 page pdf: imagine reducing all sizes in your strategy by a factor of a 100. If it works better than before (per unit of risk/in terms of margins) then it looks legit. If it stops working altogether after scaling down then question your life choices. Any "normal" strategy works worse as it scales up, due to market impact, unless your strategy IS market impact. I can't send an email to 3000 employees of JS but come on, folks, you are all very smart and many of you are smarter than me. Be honest with yourself.
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Amir Weitmann
Treetoscope • 30 E követő
Since October 7, 2023, Israel’s stock market has soared nearly 80% in USD terms. Not despite the war. During it. Investors are investing in #resilience, #innovation, and long-term strength. Israel’s economy is sending a signal: R&D-powered. War-tested. Future-focused. Meanwhile, other regional markets? Lagging. This isn’t just a recovery, it’s a recalibration of power in the region. And it shows. In numbers, not in empty words.
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Pavlos Loizou
Ask Wire • 13 E követő
Day 205/365: How long will it take to sell your property in Cyprus? Ask Wire supported a groundbreaking thesis that tries to answer just that—by using machine learning, macro trends, and listing data to predict Time on Market (TOM) for residential real estate. In a nutshell: Cyprus homes sell faster with better photos, clearer descriptions, and stable macro conditions—AI now predicts how long with precision. Key findings from the study: • ML > Regression: Traditional OLS models were outperformed by XGBoost and Random Forests, especially in predicting fast (<30 days) and slow (>120 days) sales. • Marketing matters: The number of images and topics in listing descriptions (e.g. energy efficiency, accessibility) were stronger predictors of TOM than bedrooms or bathrooms. • Macroeconomics bite: High interest rates, inflation, and unemployment significantly increase TOM. • Seller reputation counts: Some sellers consistently outperformed others, with one major agent having a >60% chance of selling in under 30 days. • Location ≠ everything: Proximity to beaches and supermarkets helped, but seller-level data and listing quality played a bigger role. • AI + explainability: SHAP values and PDPs were used to break the “black box,” showing what actually influences TOM and by how much. So what? This sets the groundwork for real estate platforms (like Bazaraki) and analytics providers (like us) to predict not just value—but also liquidity. A TOM prediction engine can help agents justify pricing, developers plan cash flows, and sellers benchmark expectations. Congrats to Andreas Stamatiades for a thoughtful, rigorous piece of applied data science.
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Jakub Helešic
Dopamine Investments • 2 E követő
🇨🇿💼 Czech National Bank Buys Bitcoin for the First Time as Part of a Digital Asset “Test Portfolio” The Czech National Bank has made its first-ever purchase of digital assets, creating a $1 million test portfolio that includes bitcoin, an unnamed USD stablecoin, and a tokenized deposit. The assets are held outside the CNB’s official reserves, marking an exploratory initiative rather than a policy shift. The goal is to gain hands-on operational experience with digital assets — from key management, custody and approvals to settlement, auditing, and AML compliance. The bank will share its findings over time, with a full assessment expected in two to three years. Governor Aleš Michl emphasized that the portfolio is too small to impact financial stability and does not influence monetary policy. The koruna remains the country’s legal tender, but the CNB wants to stay prepared as tokenization, new payment methods, and blockchain technologies mature. The move builds on previous steps from earlier this year, including an $18 million purchase of Coinbase shares and exploratory discussions about potentially allocating a small portion of reserves to bitcoin. While not a shift toward bitcoin-backed reserves, this marks the first confirmed instance of the Czech central bank acquiring bitcoin, highlighting a commitment to understand emerging digital asset infrastructure and prepare for the financial landscape of the future. SOURCE: The Block
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Ansis Spridzans
Spridzans, Snipe & Hramcenko • 3 E követő
Today’s FinNext Forum, organised by the Latvijas Banka (Bank of Latvia), reinforced a conclusion I reached years ago—back when P2P platform licensing was at its peak: Latvijas Banka is genuinely open to fintech and other non-traditional financial business models. What stands out is a practical, market-aware approach: a willingness to understand where the industry is heading and to assess licensing applications on their merits, with an open mind. For founders and teams evaluating regulatory jurisdictions, Latvia deserves a place on the shortlist—whether you’re considering MiCA/CASP, EMI, PI, or even a banking licence. #Fintech #Latvia #LatvijasBanka #MiCA #CASP #EMI #Payments #Regulation #Licensing Spridzans, Snipe & Hramcenko
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