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IPO Timing

Kraken raised $800M then filed for IPO 24 hours later. Here's what that timing reveals.

Dec 1, 2025

Kraken raised $800M then filed for IPO 24 hours later. Here's what that timing reveals.

What happens to crypto IPOs in H1 2026? Today - why "raise then file" is either genius or desperation.

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My prediction: Secondaries replace IPOs. Here's the data that convinced me.

Nov 28, 2025

My prediction: Secondaries replace IPOs. Here's the data that convinced me.

I'm betting on Option C at 70% confidence. Data-backed reasoning, where I could be wrong, and your turn to predict or debate.

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Reddit waited 20 years to IPO. Here's how they knew the window was opening.

Nov 25, 2025

Reddit waited 20 years to IPO. Here's how they knew the window was opening.

Macro timing beats company readiness. Today's clue - patience + perfect signals.

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