Cryptocurrency

Investing in Nvidia has been a rollercoaster. We believe revenue growth will reaccelerate over the next 12 months to 30% plus after being down an average of 17% over the past three quarters. The company is entering a year of…

Shares of NVDA are trading up 5% after hours, as final results for Jan-19 were in-line with the disappointing pre-announcement. While we are believers in the Nvidia story and expect the company to be one of the more notable winners…

Shares of NVDA are down 16% after-hours. While the near-term is ugly, the long-term story is intact. Nvidia missed Oct-19 revenue by 2%. The biggest miss occurred in its gaming segment. Crypto miners have been using gaming products for mining…

Shares of NVDA are down 5% after-hours. The company missed expectations in its OEM and IP segment as the decline in crypto pricing triggered softening demand for crypto-mining hardware. While crypto drives just ~3% of revenue, the miss in the…

Security tokens will enhance the liquidity of private security offerings, provided there is sufficient on-going information about those companies available to investors, but this liquidity will also have another effect: real-time mark to market. In today’s private securities markets, mark…

Security tokens provide many benefits to underlying assets, the most important of which is liquidity. However, liquidity doesn’t just happen because you build the technology to tokenize assets and the exchanges to trade them. There are other important parts to…

As part of our work on security tokens, we did an analysis to see how major companies are investing in the general blockchain space. The analysis consisted of a search on LinkedIn for how many individuals had listed “Blockchain” or “Cryptocurrency”…

This is the first in a multi-part series analyzing the potential of security tokens in the world of crypto assets.  2017 was the year of crypto. Bitcoin became a household phenomenon and increased ~13x in value, Ethereum spurred interest in…

Nvidia reported April earnings after the close today. Shares of NVDA are down 3% in after-hours trading given the company missed Datacenter revenue by a fraction of a percent. High growth stories have high bars to clear, and the company…

What’s new. Shares of NVDA are up 7% after hours as the company reported an intoxicating combination of faster, more profitable growth. What’s new?  Tonight’s results are further evidence of the magnitude of the opportunity ahead of Nvidia. Its products are…

Loup Ventures’ predictions of 2018: AI theme continues and artificial general intelligence takes small step forward through Google’s “Deepmind” initiative. VR gets untethered but it still takes another year to take off. Google Home continues to gain market share in smart…

Cryptocurrencies are a polarizing topic: We believe they have a future in how consumers store wealth and transact, but the fundamentals suggest that we are in a near term bubble.