Shows
Kingscrowd PodcastAre We in an AI Bubble? — Burry Shutters Fund, Mega-Cap Concentration, and Private-Market SignalsIs this an AI bubble, or just the messy middle of a platform shift? Brian Belley and Scott Kitun dig into Michael Burry’s headline shorts and abrupt fund shutdown, big holders trimming AI exposure, and the mega-cap concentration now dominating public indices. Then they pivot to Kingscrowd data: AI-related Reg CF deal counts and dollars raised, how online private markets rhyme (but don’t mirror) VC/public cycles, and what consolidation plus looming tokenized liquidity could mean for retail. You’ll hear practical portfolio takes—when to skim gains, where infrastructure still matters, and why forced illiquidity can help pri...
2025-11-2428 minKingscrowd PodcastSecondary Markets & Tokenization — $100B H1 2025 Secondaries, Equity Platforms, and Mirror TokensThis week, Brian Belley and Scott Kitun unpack the biggest private-markets headlines: Morgan Stanley’s move into secondaries via a leading pre-IPO platform, the surge of H1 2025 secondary volume past $100B (with Evercore on 52%), and why that matters for liquidity. We also break down the Republic “MIRA tokens” model—how mirror/forward exposure differs from owning shares, accreditation/filings nuances, and why tokenized infrastructure could reshape access (or not). Plus: a quick debrief from Washington, D.C.—CFPA Summit takeaways, SEC/FINRA conversations, and Brian’s incoming CFPA board presidency. We close with the perennial question: should the accredited investor def...
2025-11-0226 minKingscrowd PodcastInvestment Crowdfunding Exits & Failures — 2025 Update & What It Means for Your PortfolioWhat actually happened to exits and failures in investment crowdfunding—and how should investors react? In this episode, Brian Belley and Scott Kitun unpack Kingscrowd's latest dataset (650+ recorded outcomes through Q4-to-date 2025). We cover how 2023’s spike in shutdowns/bankruptcies cooled in 2024–2025, why exit volumes remain muted, and the macro and operator realities behind both (rates, liquidity, AI-enabled efficiency, consolidation). You’ll learn how a falling failure rate can change portfolio sizing, what to expect from M&A/IPO pipelines, and how to log outcomes at tax time (K-1s, write-offs, QSBS considerations—educational only). We wrap with quick takeaways...
2025-10-2025 minKingscrowd PodcastRobinhood Ventures on the NYSE: Retail Access & NAV RealityRegister free for ICW25: kingscrowd.com/icw25This week on the kingscrowd podcast, Brian Belley and Scott Kitun break down Robinhood’s proposed NYSE-traded venture fund—how it differs from interval funds, why it could trade at a premium/discount to NAV, and what this might unlock (or disrupt) for retail investors. Then, Teddy Lyons joins to cover an acquisition update: Healthcare Originals (HCO) acquiring Imago Rehab, what the combo could mean for commercialization, and how deals like this may foreshadow more portfolio consolidation.In this episode:Robinhood’s proposed exchange-traded venture vehicle (ticker...
2025-09-2227 minKingscrowd PodcastTokens, Reg A, and the Retail On-Ramp (ICW25 Preview)Save your spot for ICW25 (free): kingscrowd.com/icw25This week, Brian Belley and Scott Kitun go rapid-fire on the biggest shifts bringing private markets to retail — and preview investment crowdfunding week (ICW25), a four-day virtual event from Kingscrowd (Sept 29–Oct 2).In this episode:Republic’s SpaceX “Mirror” token (506(c), accredited only) and the broader tokenization pushNasdaq’s filing to enable tokenized securities tradingWhy rails are ready — but real trading/liquidity is the next milestoneiCapital, secondaries, and semi-liquid funds as retail on-rampsPrivate market...
2025-09-1519 minKingscrowd PodcastInvestment Crowdfunding Week Preview + Watrfall's Fan-Funded FilmsThis week’s Kingscrowd podcast spotlights Investment Crowdfunding Week (Sept 29–Oct 2)—a multi-day, retail-first event where founders meet capital and investors meet opportunity. Brian Belley and Scott Kitun preview sessions on today’s evolving paths to the public markets (Reg A, mini-IPOs, tokenized securities, and the late-stage access retail increasingly wants), noting the timely backdrop of broader market conversations about pre-IPO access.The team also dives into Watrfall, the Ron Perlman-backed, fan-driven film production platform now raising on Republic. They compare models across entertainment deals (project rev-share vs. platform equity), highlighting what savvy investors should examine—team pedigree...
2025-09-0222 minKingscrowd PodcastInvesting in People: Can You Profit from YouTube Creators and Athletes?In this week's Kingscrowd Podcast, Scott Kitun takes over as host, joined by Kingscrowd's Brian Belley, Léa Bouhelier-Gautreau, and Teddy Lyons, for an engaging conversation about an emerging trend: investing directly in individuals—such as YouTube creators and professional athletes. The team dives into platforms like Gigastar, CrowdSurf, and Finlete, examining how these companies let retail investors back individuals based on future earnings.They break down recent examples including Nick Luciano, a popular creator who’s monetizing his future YouTube earnings on CrowdSurf, and MLB stars Fernando Tatis Jr. and Emmanuel Clase, who’ve sold portions of thei...
2025-08-0427 minKingscrowd PodcastSoFi's Private Funds & Gigastar's Creator EconomyOn this week's Kingscrowd Podcast, Brian Belley and Scott Kitun dive into SoFi's latest announcement offering private market opportunities like Fundrise and ARK Invest to everyday retail investors. Later, Senior Investment Associate Léa Bouhelier-Gautreau joins to discuss Gigastar, an innovative platform allowing retail investors to back YouTube creators through revenue-sharing tokens. They explore Gigastar's explosive crowdfunding campaign on Wefunder and assess the opportunities and risks for retail investors entering the creator economy.
2025-07-2119 minKingscrowd PodcastCrowdfunding Trends, Asset Sales Explained, & Siren Biotech's Bold Cancer PlayIn this week's episode of the Kingscrowd Podcast, Brian Belley, Scott Kitun, Léa Bouhelier-Gautreau, and Teddy Lyons cover: Key takeaways from the SEC's newly released Reg CF crowdfunding report and what data is missing. The realities and implications of asset sales as an exit strategy for startups, using Hello Woofy as a recent example. A detailed deal review of Siren Biotechnology, a groundbreaking startup leveraging gene therapy to tackle deadly brain cancers. Discover why prominent VCs like Founders Fund are backing Siren's revolutionary approach, and why investors should pay attention. Stay informed with the latest insights to make s...
2025-06-0927 minKingscrowd PodcastRevenue Multiples Deep Dive + Why PvP Gaming FailedOn the latest episode of the Kingscrowd Podcast, host Brian Belley teams up with Senior Investment Associates Léa Bouhelier-Gautreau and Teddy Lyons, along with industry expert Scott Kitun, to explore startup valuations and learn lessons from a recently failed startup.Segment 1: Revenue Multiples by Industry (2025 Update)The Kingscrowd team examines the latest data on revenue multiples, offering a comprehensive breakdown across key industries, including food & beverage, healthcare, consumer products, and software. Léa and Teddy share insights on why some industries command higher multiples, highlighting crucial considerations for investors evaluating startup valuations. Learn how to...
2025-05-2639 minKingscrowd PodcastThe VC Factory is Broken—What's Next?In this episode of the Kingscrowd Podcast, host Brian Belley is joined by industry insider and The Scott Show host Scott Kitun to discuss the fundamental shift in venture capital as traditional "venture factory" models collapse. Hear insights from Scott’s conversation with Sam Lessin (founder of Slow Ventures) about the rise of "Zombie Unicorns," why IPO pathways are stalled, and how the new "Regatta Model" might redefine early-stage investing.In segment two, Kingscrowd's senior investment associate, Léa Bouhelier-Gautreau, breaks down the April 2025 Reg CF market trends. Discover which companies topped fundraising charts, why platforms like Wef...
2025-05-1228 min