Economy. Investments. IPO
In recent weeks, cryptocurrencies and traditional financial instruments (TradFi) have strengthened their momentum amid growing investor interest. A combination of strong corporate earnings from leaders in the semiconductor sector and rapid progress in artificial intelligence are fuelling interest in risk assets. In this context, there is notable growth in the shares of giants such as Micron Technology and AMD, as well as a positive trend in cryptocurrency markets, led by Bitcoin and Ether. New investment opportunities are attracting both large institutional funds and retail investors in the CIS, shaping new portfolio strategies. In this article, we will examine in detail how this synergy of technology and finance is affecting the market.
Rising fuel prices and availability are becoming an increasingly pressing issue for businesses and the public. The phrase "Fuel takes off from the barrier" reflects the situation where high prices and fuel shortages create serious obstacles for enterprise growth and operation. We will explore what lies behind this expression and how to tackle these challenges.
The global fuel and energy complex enters mid-week with a rare combination of factors: crude oil is rapidly losing its geopolitical premium, while European gas is trading at three-and-a-half-year highs. The US pause on airstrikes against Iran and initial signals of potential negotiations have driven the oil market downward, yet physical logistics through the Strait of Hormuz continue to operate at half capacity. For investors, fuel and oil companies, this means not a return to calm, but a shift in risk configuration: the war premium is exiting quotes faster than real flows of oil, petroleum products, and LNG are recovering.
In this episode, Sergey Tereshkin and investor Mikhail Dubnov, partner at Brio Capital Fund, break down what really happens to a company when large sums of money come in. We discuss why the scaling stage is an entirely different game from starting from scratch, and how the founder's life, management, analytics, and team change after the deal.
In this issue, Sergey Tereshkin and investor Andrey Rezinkin explore AI startups: how to select promising projects and profit from investments in AI. They discuss real-life examples such as OpenAI, ChatGPT, voice recognition, and DepTech, as well as trends like AGI and lifestyle AI applications.