Technology investor, history nerd (not investment advice)
New York, USA
Joined April 2012
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It appears that the most advantageous course of action is to acquire blue-collar skills. How long before PE starts rolling up training schools?
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
citriniresearch.com/p/2028gi…
The endgame for tokenized assets is native issuance and canonical ownership.
That’s why I am proud to invest in @rleshner & @superstateInc, who are pioneering onchain assets and rethinking equity at the security and issuance layer.
Looking forward to building alongside the team. I break down the 5 models shaping tokenized equities today and the needed financial infrastructure update ↓
open.substack.com/pub/karano…
Pumped to speak at the @payloadspace investor summit in LA next week
#SpaceX and Elon Musk have completely transformed the space complex. We'll tell you why the rest of the ecosystem will thrive as a result
PS - Im back on X. Follow along for space, crypto & AI musings
The next panel announcement for the @payloadspace Investor Summit!
“The Growth and PE Panel” featuring:
– Frank Finelli, Senior Advisor (A&D) at the Carlyle Group
– Kirk Konert (@realcaptainkk), Managing Partner at AE Industrial
– Karan Sharma, Investor at GIC
Details 👇🏼
Karan Sharma retweeted
The second session of #REDeFiNETOMORROW2023 will start in 5 mins
Get your ticket: events.bizzabo.com/REDeFiNET…
Fireside Chat: Institutionalizing Crypto: How Qualified Custodians are Shaping the Digital Asset Landscape
@diogomonica of @Anchorage
@TheRealKaranS of GIC
Excited to support Chainalysis in their next leg of growth. @gronager @jony_levin and team have built and scaled Chainalysis to the premier investigation & compliance tool for crypto. The expanding product suite and data platform will make them indispensable for govts and corps
We're thrilled to announce a $170 million Series F financing led by GIC, Singapore's sovereign wealth fund, with participation from our existing investors, bringing our valuation to $8.6 billion. bit.ly/3Ld526J
The markets may be down. WWIII may be around the corner. But we will always have 2014 Forest Hills Drive and Man On The Moon. They can never take that away from us. Oh, and coffee ☕️.
Overheard on zoom today “if I wanted a market multiple, I’d go public. I want a private market multiple “. The private market correction is like the maskless reopen, promised but never arrives 🙄🙄
As of Jan 31st 2022, ~70% of companies that went public in 2021 were trading below IPO price. Speaks to 1) start of 2022 has been brutal, and 2) the age old practice of underpricing IPOs may be instrumental in building the right shareholder base.
Karan Sharma retweeted
the biggest catalyst to @NFL growth internationally will be @NFLALLDAY –– highlighting the greatest Moments in the sport in a way that lets new audiences understand what's epic about American Football is how a billion new fans will come to #NFL
As a relentless optimistic, I'm glad we may finally have an impetus to get a private market correction after these wonderful 21 days of January 🙂
Very excited to continue to support @Anchorage ! Been a great journey since leading this Series C in March this year and seeing the business 6+x! Glad to have American institutions like @KKR_Co and @GoldmanSachs join. @diogomonica @nathanmccauley @bx @CryptoLeslie - congrats!
We are pleased to announce that Anchorage Digital has raised a $350 million Series D funding round. Led by global investment firm @KKR_Co, this round of financing values Anchorage at over $3 billion.
1/5 A thread 👇:
Excited to invest in Dapper Labs and support @roham and team.
Top shot was the gateway for over a million users into NFTs and blockchain. The product pipeline is even better. Congrats to the whole @dapperlabs team!
We @dapperlabs just announced a massive partnership with @LaLiga plus $250M in new capital from an incredible group: @Coatue @A16Z Mary Meeker @bondcap @GVteam and the Government of Singapore Investment Corporation (GIC) among others
Thread time 🧵👇
boardroom.tv/dapper-labs-la-…
I was typing up a thesis on #Celo’s relative value discount to Solana and Terra - DeFi layer 1 leaders (ex ETH). The last few hours suggests the market caught on. Incredible stuff, never a dull moment in crypto
BNPL is unique where end customers are retail but the customer acquisition is through enterprise contracts and agreements. $AFRM (+30%) continues to win home run deals (first Shopify and now Amazon). Great job by management team in adding massive distribution for minimal spend