Strategy

November 7, 2025 @ 7:53 am By Omar Faridi  |  

The Digital Asset Treasury (DAT) model has matured from a somewhat niche corporate strategy into a growing market, with public firms holding more than $130 billion in digital assets. This particular DAT model, which defines a class of public firms accumulating digital assets as a… Read More

October 30, 2025 @ 9:09 am By Omar Faridi  |  

Aberdeen Group plc is announcing it finalized an agreement to increase its interest in Tritax Management LLP, one of the United Kingdom’s logistics managers, reinforcing its commitment to growth in the UK logistics real estate sector. After the first acquisition of a 60% interest in… Read More

October 27, 2025 @ 8:49 pm By Omar Faridi  |  

JPMorgan Chase (NYSE:JPM) unveiled plans to allocate around $1.5T over the next decade as part of its so-called Security and Resiliency Initiative, including as much as $10B in direct equity investments, in order to support the US’s move towards improved national security. As global competition… Read More

October 20, 2025 @ 8:28 am By Tony Zerucha  |  

Function CEO Thomas Chen warns that Bitcoin poses a looming danger. The former head of sales at BitGo, Chen now spearheads the development of institutional-grade architecture for Bitcoin yield. Backed by partners like Galaxy Digital, Mantle, and Antalpha, Function has reached over $1.5 billion in… Read More

October 17, 2025 @ 1:55 pm By Omar Faridi  |  

Accenture (NYSE: ACN) has recently acquired Decho, a UK-based tech and AI consultancy that helps organizations reinvent through the design, delivery and scaling of Palantir solutions. The acquisition reportedly aims to enhance Accenture’s strategic advisory and advanced engineering capabilities for Palantir solutions for clients across… Read More

October 14, 2025 @ 10:34 pm By Omar Faridi  |  

Deloitte released the findings of its GenAI in M&A Survey, asking 1,000 corporate and private equity professionals across various industries in the United States about their expectations for Generative AI use in dealmaking as well as what trends could be emerging within investment and deployment… Read More

October 14, 2025 @ 4:35 pm By JD Alois  |  

Goldman Sachs Asset Management (GSAM) has published a report titled “Opening the Door to Alternatives: Insights from Individual Investors.” The report is based on a survey of High-Net-Worth (HNW – $1M to $30M) and Ultra-High-Net-Worth (UHNW – $30M +) individuals from August of this past… Read More

October 14, 2025 @ 10:14 am By Omar Faridi  |  

Aberdeen research indicates that private markets could potentially outperform traditional 60/40 portfolio strategies, as it sets out 8-point plan to make private markets “work for public good.” As noted in the update from Aberdeen, private markets might significantly boost returns from retirement pots and even… Read More

October 12, 2025 @ 7:22 am By Omar Faridi  |  

Co-founder Tarek Mansour noted that Kalshi recently raised $300M+ at a $5B valuation, led by Sequoia and a16z. Since then, he claims that they have grown more than 3x, reached $50B of annualized volume, and became the largest prediction market in the world. And now,… Read More

September 29, 2025 @ 8:33 am By Omar Faridi  |  

As cryptocurrency markets navigate the post-halving landscape of 2025, Bitcoin decisively remains the dominant digital asset. With its all-time high of $124,128 still fresh in investors’ minds, a series of recent CoinGecko surveys—conducted anonymously from August 22 to September 11, 2025, among 2,549 global crypto… Read More

September 25, 2025 @ 11:03 am By JD Alois  |  

Artificial Intelligence (AI) is being incorporated into nearly everything we do. The advent of ChatGPT catapulted public perception of AI into the stratosphere, igniting a surge to integrate AI into all aspects of our existence. Stock trading, or equity recommendations, is also experiencing a significant… Read More

September 22, 2025 @ 9:30 am By JD Alois  |  

Secondaries platform EquityZen has issued a note marking 11 years of offering multi-company funds to investors. EquityZen specializes in powering a marketplace for private securities – firms that have yet to pursue an initial public offering. While pretty promotional, the public note has merit as… Read More

September 14, 2025 @ 1:25 pm By Omar Faridi  |  

In the evolving landscape of private equity, the US middle market continues to carve out a path of resilience, even as broader economic uncertainties loom. PitchBook‘s Q2 2025 US PE Middle Market Report paints a somewhat optimistic picture for the first half of the year,… Read More

September 14, 2025 @ 1:24 pm By Omar Faridi  |  

In the evolving landscape of corporate finance, digital assets are emerging as powerful treasury reserves. Michael Saylor‘s Strategy, Inc. popularized the Digital Asset Treasury (DAT) model, leveraging Bitcoin (BTC) to enhance shareholder value through a convertible and perpetual preferred stock structure. This financing mechanism allows… Read More

September 10, 2025 @ 3:25 am By Omar Faridi  |  

Bitcoin (BTC) continues to navigate an increasingly complex environment shaped by macroeconomic data, central bank expectations, and evolving investor behaviors. The flagship digital asset has struggled to breach the $112,000 mark, even as fresh economic indicators point toward potential monetary easing. This hesitation comes against… Read More

September 9, 2025 @ 5:17 pm By Omar Faridi  |  

Companies worldwide are increasingly turning to cryptocurrencies as core treasury assets, blending traditional balance sheets with digital tech advancements. This trend, accelerating in 2025 under the Trump Administration, underscores a maturing digital assets ecosystem where institutions are not just exploring or considering this sector but… Read More

September 8, 2025 @ 7:54 pm By Omar Faridi  |  

BNPL Fintech Klarna has become known globally for its pay later or so-called flexible payments options offered to consumers via digital commerce platforms and other in-store locations as well. This relatively new service lets consumers divide the cost of their purchases into manageable, no-interest payments… Read More

September 7, 2025 @ 8:47 pm By Omar Faridi  |  

The tech sector is witnessing a significant shift, with private companies staying private longer and attracting late-stage funding, particularly in artificial intelligence. This, according to a report from CB Insights. August 2025 marked a pivotal moment for the industry, as mega-rounds—funding deals exceeding $100 million—continued… Read More

September 4, 2025 @ 8:46 am By Omar Faridi  |  

As Wall Street wraps up a steady late-summer surge, a sense of unease lingers among investors and analysts. Despite the recent gains, some market professionals warn that the current tranquility in the markets could be a prelude to volatility. Historically, September has proven to be… Read More

September 3, 2025 @ 12:58 pm By Omar Faridi  |  

As we move into the third quarter of 2025, the North American stock market presents a complex landscape for investors. According to Morningstar’s Q3 2025 Stock Market Outlook, the U.S. market has experienced significant volatility this year, raising the question: Has the storm passed, or… Read More