VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family Office

Two weeks ago, silver was unstoppable. Today, investors are staring at a massive 15% drop. Headlines are calling it a "bubble burst," but the data tells a very different story.In this deep dive, we look past the panic to analyze the *real* reasons behind the crash, from the CME margin hikes to China's new export rules. We also break down the structural "Big Three" demand drivers for 2026: Solar, AI Data Centers, and Solid-State Batteries. Is this a warning to get out, or the buying opportunity of the year?TIMESTAMPS0:00 – The Flash Crash: What Just Happened?0:49 – Why It Dropped: Margin Calls & The "Paper" Flush1:39 – The New "Big Three" Demand Drivers (Solar, AI, Batteries)2:45 – The Deficit Reality: 8 Years of Shortages – Investment Strategy: How to Navigate the VolatilityKEY TAKEAWAYS✅ The "Paper" Flush: The crash was triggered by a 25% margin hike and panic over China's export licenses—not a drop in physical demand.✅ Industrial Squeeze: Solar, AI hardware, and EV batteries are consuming record amounts of silver. This demand is "inelastic"—manufacturers *must* buy it at any price.✅ Elon's Warning: Even Elon Musk has flagged silver availability as a critical risk for the future of Tesla and SpaceX.✅ Structural Deficit: The world has consumed more silver than it mined for 8 years straight. Above-ground stockpiles are down ~70% since 2021.SOURCES & DATA- CME Group Margin Requirement Data- China Export License Regulations (2026)- Silver Institute Demand Forecasts (Solar & EV Sector)- Elon Musk X/Twitter Post (Dec 26, 2025)SUBSCRIBE FOR MORE MACRO INSIGHTSVC10X breaks down the most important stories in finance, tech, and markets every week. If you want actionable insights to help you navigate this volatile economy, subscribe now.LINKSPrashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to [email protected] BELOWAre you buying the dip, or do you think silver is heading back to $30? Let us know in the comments.#Silver #Investing #Commodities #SolarEnergy #ElonMusk #MarketCrash #Inflation #WealthProtection #MacroEconomics #SilverSqueeze

In this episode, we sit down with Rajeev Ranka from Incubate Fund, a Japanese Venture Capital firm managing over $1.5 Billion in AUM, to understand the bold decisions behind building generational companies.Rajeev breaks down the Japanese Way of investing which involves thinking in 100 year cycles. He shares why they backed Captain Fresh during the first month of the COVID lockdown and the massive decision to kill a profitable domestic arm to build a global giant.We also dive into why he believes Quick Commerce will eventually be bigger than E-Commerce, the untapped potential of Middle India, and what it takes to get a Day Zero investment from a Japanese VC.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about:- How a Japanese VC views the Indian startup ecosystem.- The Japanese Way: Why they plan for 100 year timelines.- The Captain Fresh Pivot: Moving from a domestic player to global seafood exporter.- Why Yulu dominates 90% of the last mile delivery market.- The Middle India opportunity that most VCs are ignoring.- Red Flags & Green Flags: How to pitch Incubate Fund.Connect with Rajeev:LinkedIn: https://www.linkedin.com/in/rajeevrankaIncubate Fund Asia: https://incubatefund.in/SMBC Asia Rising Fund - https://www.smbc-asiarising.vc/VC10X links:Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to [email protected]#VentureCapital #StartupIndia #IncubateFund #JapaneseInvestment #CaptainFresh #QuickCommerce #Yulu #Entrepreneurship #BusinessPodcast

The AI race isn't about chips anymore. It's about electricity. In a massive $4.75 billion deal, Google (Alphabet) just acquired Intersect Power, a major clean energy developer, to secure the grid access its data centers desperately need.But Google isn't alone. From Microsoft restarting Three Mile Island to Amazon's massive nuclear contracts, Big Tech is panic-buying power plants.In this video, we break down why the "AI Energy Wall" is forcing tech giants to become utility companies, and what this means for the future of the power grid, nuclear energy, and your electric bill.TIMESTAMPS0:00 – Intro: Bigtech Energy War0:44 – The Deal: Why Google Bought Intersect Power for $4.75B1:30 – The "Energy Wall": AI Power Consumption vs. The Grid2:01 – BigTech Energy Contracts in 20253:21 – Who Pays? The Impact on Consumers and InvestorsKEY TAKEAWAYS✅ Google's $4.75B Bet: Alphabet acquires Intersect Power to build "behind the meter" energy projects, bypassing the clogged public grid.✅ The Energy Crisis: AI queries use 10x more power than search. By 2030, US data centers will consume 9% of all electricity.✅ Nuclear Renaissance: Tech giants are single-handedly reviving nuclear power (SMRs & restarts) because they need 24/7 reliability that solar/wind can't provide.✅ Vertical Integration: Big Tech is now owning the entire stack: from the AI model to the chip to the power plant running it.SOURCES & DATA- Google Acquires Intersect Power ($4.75B Deal)- Microsoft Restarts Three Mile Island (Constellation Energy Deal)- Amazon Signs 1.9GW Nuclear Deal (Talen Energy)- Data Center Power Demand Forecast (Bain/Bloomberg)Links:Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to [email protected] FOR MORE MACRO INSIGHTSVC10X breaks down the most important stories in finance, tech, and markets every week. If you want actionable insights to help you navigate this volatile economy, subscribe now.COMMENT BELOWIs Big Tech buying power plants a smart move or a dangerous monopoly? Let us know in the comments.#AI #Google #EnergyCrisis #NuclearPower #Investing #TechNews #Microsoft #Amazon #CleanEnergy #IntersectPower #MacroEconomics

In the inaugural VC10X LP Roundtable, we bring together experienced allocators Matt Curtolo & Anurag Chandra to unpack the state of venture capital as we close out 2025 and look ahead to 2026.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comTopics covered:- How the recent Fed rate cut does and does not change venture capital- Why DPI pressure has become the dominant LP concern- Venture vs private credit and when the comparison actually matters- Fundraising realities and why it now takes 18 to 30 months to raise a fund- The changing role of secondaries, continuation funds, and engineered liquidity- Why M&A, not IPOs, has historically driven most venture exits- AI as a structural opportunity or capital concentration risk- Generalist vs specialist funds and what real differentiation actually looks like- Why some LPs are staying committed to venture despite short term underperformance- The biggest mistakes allocators made in past cycles and what they won’t repeatTimestamps:(00:00) - Preview(01:08) - Introduction to the LP Roundtable(03:15) - The impact of the macro interest rate environment on venture capital.(03:55) - The limited direct effect of interest rates on early-stage innovation.(06:00) - How interest rates negatively impact SaaS company valuations and exits.(09:35) - How "higher for longer" interest rates are changing LP expectations for returns.(11:13) - The LP perspective: Balancing DPI, MOIC, and IRR in venture investing.(14:09) - The role of the exit environment and secondaries in meeting DPI pressure.(16:38) - The risks of LPs over-focusing on short-term DPI.(18:44) - The emergence of the secondary market for later-stage companies.(20:30) - Future outlook for the M&A and IPO markets as exit paths.(21:02) - Why M&A is the historical bread and butter of venture exits, not IPOs.(23:37) - Underestimating the potential scale of venture-backed exits in the new tech era.(27:35) - How early-stage funds can engineer liquidity through secondary sales.(29:24) - Gross vs. Net Returns: The difference between a good investor and a good fund manager.(30:50) - Why is it so difficult to raise a VC fund today?(31:45) - The fundraising bifurcation: Brand names vs. emerging managers.(35:10) - Career risk and structural barriers for LPs investing in smaller funds.(38:01) - Why institutions often prefer to invest in Fund III and beyond.(40:38) - How can fund managers differentiate themselves? Generalist vs. specialist.(41:46) - Differentiating as a "hustle fund" with a functional specialty (e.g., go-to-market).(45:25) - It's not about being different, it's about being better: The importance of GP-thesis fit.(48:08) - VCs should "take their own medicine" when pitching to LPs.(49:17) - Outlook for 2026: Will the venture market get easier for funds and startups?(50:05) - An optimistic outlook for 2026 driven by technological acceleration.(55:18) - The growing importance of global and emerging markets in venture capital.(55:45) - A closer look at India's booming IPO market and its contrast with the US.(57:15) - Conclusion and final thoughts.---Links to connect:Matt Curtolo - https://www.linkedin.com/in/matt-curtolo-caiaAnurag Chandra - https://www.linkedin.com/in/anchandraPrashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@vc10x Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries, reach out to [email protected] for weekly conversations on venture, private markets, and investing.

While everyone was watching Bitcoin crash, the quietest asset in the room just went parabolic. In December 2025, Silver prices shattered their 45-year record, soaring past $60 an ounce—a 100% gain this year alone.In this deep dive, we break down exactly why silver is exploding. It's not just a hype rally; it's a "perfect storm" of physics and finance. From the massive "Short Squeeze" breaking the paper market to the solar energy industry consuming 20% of global supply, we explain why the world is running out of the one metal it needs to go green.TIMESTAMPS0:00 - Intro: The Quiet Giant Wakes Up0:53 - The Data: Historic Breakout & Cup-and-Handle1:13 - Gold to Silver Ratio1:44 - The "Green Squeeze": Solar Panels vs. Supply Deficit2:26 - The Short Squeeze: Paper Market Breaks3:10 - Price Targets: Is It Too Late to Buy?KEY TAKEAWAYS✅ Historic Breakout: Silver broke its 14-year resistance at $50, triggering a massive technical surge.✅ Solar Demand: Modern solar panels use 120% more silver than before, creating a structural deficit that mining cannot fix.✅ Short Squeeze: Physical shortages in London and Shanghai forced traders to cover their shorts, driving prices vertical.✅ Gold-to-Silver Ratio: The ratio collapsed from 100:1 to under 70:1, signaling silver is aggressively catching up to gold.SOURCES & DATA- Price Data: Silver hits $60/oz (Dec 2025)- Industrial Demand: Solar industry consuming ~20% of global supply- Market Dynamics: Gold-to-Silver Ratio collapse & ETF inflowsSUBSCRIBE FOR MORE INSIGHTSVC10X breaks down the most important stories in finance, tech, and markets every week. If you want actionable insights to help you navigate this volatile economy, subscribe now.LET'S CONNECTWebsite: https://VC10X.comX / Twitter: https://x.com/choubeysahabLinkedIn: https://linkedin.com/in/choubeysahabCOMMENT BELOWDo you own physical silver? Or do you think this rally will crash like 2011? Let us know in the comments.#Silver #Investing #Commodities #Inflation #SolarEnergy #ShortSqueeze #Gold #SilverSqueeze #WealthProtection #MacroEconomics