🚀New opportunity on the Fintch app!
York Space Systems (YSS)
Next gen space and defense prime contractor based in Denver, Colorado
Builds satellites for the Space Development Agency, backlog $642M
Ethos Technologies (LIFE)
Leading insurtech building digital platforms for life insurance sales and management
Uses AI/ML for underwriting, pricing, and servicing, partners include Legal & General America and Mutual of Omaha
PicPay Holdings (PICS)
Brazilian fintech owned by J&F Investimentos (Batista family), targeting a Nasdaq Global Select listing
Digital banking “super app” with 35M+ users (2025), wallet plus P2P transfers, loans, insurance, and payments
Deal closes: Jan 27, 2026 (inclusive)
👉🏼Hurry up: https://apps.apple.com/app/fintch/id6742891466?l=en-G
York Space Systems (YSS)
Next gen space and defense prime contractor based in Denver, Colorado
Builds satellites for the Space Development Agency, backlog $642M
Ethos Technologies (LIFE)
Leading insurtech building digital platforms for life insurance sales and management
Uses AI/ML for underwriting, pricing, and servicing, partners include Legal & General America and Mutual of Omaha
PicPay Holdings (PICS)
Brazilian fintech owned by J&F Investimentos (Batista family), targeting a Nasdaq Global Select listing
Digital banking “super app” with 35M+ users (2025), wallet plus P2P transfers, loans, insurance, and payments
Deal closes: Jan 27, 2026 (inclusive)
👉🏼Hurry up: https://apps.apple.com/app/fintch/id6742891466?l=en-G
❤3🔥2👍1
CEO Analytics read
Geopolitics took the mic again. A quick Sell America flare up the US and EU tensions eased after Davos, but the bigger message stuck: confidence in US centered assets is getting questioned more often.
1. Metals led the tape
Silver went parabolic above $100. Gold moved toward $5,000 with more discipline. The more interesting shift is behavioral: gold is being treated as a portfolio hedge against US originated risk, not just a retail fear bid. If that narrative holds, institutions may still be under allocated
2. Japan is the FX tell
JGB yields are rising as Japan adjusts to post deflation inflation, but FX is the signal. USD/JPY 160 looks like a hard line, and Friday’s sharp yen strength, after reports of a New York Fed rate check, points to coordinated concern. A stronger yen often reads as risk off.
3. US shutdown risk is back, with a familiar script
Odds by Jan 31 are around 78%. Markets typically reprice in the 40 to 10 day window before the deadline. The real variable is duration. Past two to three weeks, it starts to look like a macro shock. Once resolved, you often get a relief rally as volatility drops and defensive positioning unwinds. Current expectations: two to four weeks.
What I am watching next
• gold as a structural hedge narrative
• USD/JPY behavior around 160
• shutdown duration expectations
Geopolitics took the mic again. A quick Sell America flare up the US and EU tensions eased after Davos, but the bigger message stuck: confidence in US centered assets is getting questioned more often.
1. Metals led the tape
Silver went parabolic above $100. Gold moved toward $5,000 with more discipline. The more interesting shift is behavioral: gold is being treated as a portfolio hedge against US originated risk, not just a retail fear bid. If that narrative holds, institutions may still be under allocated
2. Japan is the FX tell
JGB yields are rising as Japan adjusts to post deflation inflation, but FX is the signal. USD/JPY 160 looks like a hard line, and Friday’s sharp yen strength, after reports of a New York Fed rate check, points to coordinated concern. A stronger yen often reads as risk off.
3. US shutdown risk is back, with a familiar script
Odds by Jan 31 are around 78%. Markets typically reprice in the 40 to 10 day window before the deadline. The real variable is duration. Past two to three weeks, it starts to look like a macro shock. Once resolved, you often get a relief rally as volatility drops and defensive positioning unwinds. Current expectations: two to four weeks.
What I am watching next
• gold as a structural hedge narrative
• USD/JPY behavior around 160
• shutdown duration expectations
❤4👍2🔥1
Fintch update is LIVE ✅🔥
You asked. You waited. We shipped:
• WalletConnect is faster and more reliable
• Add wallets directly from the Deposit and Withdrawal screens
• Deposit and Withdrawal flows are smoother end to end
• Unlimited wallets per network on your account
• Face ID and passcode security leveled up to top fintech standards
👉Feel the difference: https://apps.apple.com/app/fintch/id6742891466?l=en-GB
You asked. You waited. We shipped:
• WalletConnect is faster and more reliable
• Add wallets directly from the Deposit and Withdrawal screens
• Deposit and Withdrawal flows are smoother end to end
• Unlimited wallets per network on your account
• Face ID and passcode security leveled up to top fintech standards
👉Feel the difference: https://apps.apple.com/app/fintch/id6742891466?l=en-GB
❤4👍3🔥1
CEO Analytics read
Crypto had a rough week: BTC broke below $80K for the first time in nine months, briefly flushed to about $76K, then stabilized in the high $70Ks.
1. Price and levels
• $80K is now resistance
• $77K is the key support, roughly the cost basis for large holders
• Below $77K opens $74K, then $67K and $65K
• Total crypto market cap is below $3T and sitting near support around $2.45T, a failure there can expose a move toward roughly $2T
2. Macro and liquidity
• Geopolitics and monetary uncertainty triggered risk off
• Unconfirmed reports of a potential US strike on Iran added stress
• Kevin Warsh being nominated as Fed Chair sparked sharp cross asset repricing
• US net liquidity is contracting from roughly $5.8T to $5.66T as TGA rebuilds ahead of shutdown risks
3. Flows and spillovers
• ETF de risking accelerated: BTC ETFs saw a record $818M outflow (Jan 29), ETH ETFs lost $327M that week
• Crypto linked equities reflected the pressure, including MicroStrategy briefly dipping below the roughly $76K BTC cost basis
What I am watching next
A tactical bounce after the washout is possible, but sustainable upside likely needs a trigger: a dovish Fed signal, easing geopolitics, or a liquidity shift. Until then, volatility stays high and downside risks remain elevated.
Crypto had a rough week: BTC broke below $80K for the first time in nine months, briefly flushed to about $76K, then stabilized in the high $70Ks.
1. Price and levels
• $80K is now resistance
• $77K is the key support, roughly the cost basis for large holders
• Below $77K opens $74K, then $67K and $65K
• Total crypto market cap is below $3T and sitting near support around $2.45T, a failure there can expose a move toward roughly $2T
2. Macro and liquidity
• Geopolitics and monetary uncertainty triggered risk off
• Unconfirmed reports of a potential US strike on Iran added stress
• Kevin Warsh being nominated as Fed Chair sparked sharp cross asset repricing
• US net liquidity is contracting from roughly $5.8T to $5.66T as TGA rebuilds ahead of shutdown risks
3. Flows and spillovers
• ETF de risking accelerated: BTC ETFs saw a record $818M outflow (Jan 29), ETH ETFs lost $327M that week
• Crypto linked equities reflected the pressure, including MicroStrategy briefly dipping below the roughly $76K BTC cost basis
What I am watching next
A tactical bounce after the washout is possible, but sustainable upside likely needs a trigger: a dovish Fed signal, easing geopolitics, or a liquidity shift. Until then, volatility stays high and downside risks remain elevated.
👍3
New IPOs Live on Fintch!🚀
Veradermics Inc
Dermatologist founded clinical biotech developing VDPHL01, the first non hormonal oral therapy for pattern hair loss in men and women
Trading February 4, 2026, NYSE MANE
🗓 Deal closes: Feb 03, 2026 (inclusive)
Bob’s Discount Furniture Inc
Largest US discount furniture retailer headquartered in Manchester, Connecticut, targets NYSE listing under ticker BOBS
🗓 Deal closes: Feb 04, 2026 (inclusive)
Eikon Therapeutics
Clinical stage oncology biotech from Millbrae, CA developing immunotherapies
Targets Nasdaq debut under ticker EIKN
Proceeds fund phase 2/3 trials for four oncology assets
🗓 Deal closes: Feb 04, 2026 (inclusive)
Forgent Power Solutions Inc
Premier US designer and manufacturer of electrical distribution equipment for data centers and power grids
Targets NYSE listing under ticker FPS
🗓 Deal closes: Feb 04, 2026 (inclusive)
📲Products now live in the Fintch app:
https://apps.apple.com/app/fintch/id6742891466?l=en-GB
Veradermics Inc
Dermatologist founded clinical biotech developing VDPHL01, the first non hormonal oral therapy for pattern hair loss in men and women
Trading February 4, 2026, NYSE MANE
🗓 Deal closes: Feb 03, 2026 (inclusive)
Bob’s Discount Furniture Inc
Largest US discount furniture retailer headquartered in Manchester, Connecticut, targets NYSE listing under ticker BOBS
🗓 Deal closes: Feb 04, 2026 (inclusive)
Eikon Therapeutics
Clinical stage oncology biotech from Millbrae, CA developing immunotherapies
Targets Nasdaq debut under ticker EIKN
Proceeds fund phase 2/3 trials for four oncology assets
🗓 Deal closes: Feb 04, 2026 (inclusive)
Forgent Power Solutions Inc
Premier US designer and manufacturer of electrical distribution equipment for data centers and power grids
Targets NYSE listing under ticker FPS
🗓 Deal closes: Feb 04, 2026 (inclusive)
📲Products now live in the Fintch app:
https://apps.apple.com/app/fintch/id6742891466?l=en-GB
Fresh IPOs just dropped on Fintch 🚀
AgomAb Therapeutics NV
Belgium based clinical stage biotech developing fibrosis therapies for immunology and inflammatory diseases
Targets a Nasdaq debut
🗓 Deal closes: Feb 05, 2026 (inclusive)
Liftoff Mobile
Premier AI powered growth platform for the mobile app economy.
Targets an IPO on Nasdaq Global Select Market
Model: two sided AI platform, app advertisers acquire profitable users, app publishers maximize ad revenue.
🗓 Deal closes: Feb 05, 2026 (inclusive)
Once Upon a Farm PBC
California based maker of organic baby food, co founded by Jennifer Garner.
Launched its IPO on the New York Stock Exchange.
Products: organic refrigerated foods for babies and kids, cold pressed pouches, oat bars, dry snacks, frozen meals.
🗓 Deal closes: Feb 05, 2026 (inclusive)
AGI Inc (Agibank)
Brazilian digital bank using AI and modern tech for more accessible banking services.
Filed for an IPO on the New York Stock Exchange
🗓 Deal closes: Feb 10, 2026 (inclusive)
📲Products now live in the Fintch app:
https://apps.apple.com/app/fintch/id6742891466?l=en-GB
AgomAb Therapeutics NV
Belgium based clinical stage biotech developing fibrosis therapies for immunology and inflammatory diseases
Targets a Nasdaq debut
🗓 Deal closes: Feb 05, 2026 (inclusive)
Liftoff Mobile
Premier AI powered growth platform for the mobile app economy.
Targets an IPO on Nasdaq Global Select Market
Model: two sided AI platform, app advertisers acquire profitable users, app publishers maximize ad revenue.
🗓 Deal closes: Feb 05, 2026 (inclusive)
Once Upon a Farm PBC
California based maker of organic baby food, co founded by Jennifer Garner.
Launched its IPO on the New York Stock Exchange.
Products: organic refrigerated foods for babies and kids, cold pressed pouches, oat bars, dry snacks, frozen meals.
🗓 Deal closes: Feb 05, 2026 (inclusive)
AGI Inc (Agibank)
Brazilian digital bank using AI and modern tech for more accessible banking services.
Filed for an IPO on the New York Stock Exchange
🗓 Deal closes: Feb 10, 2026 (inclusive)
📲Products now live in the Fintch app:
https://apps.apple.com/app/fintch/id6742891466?l=en-GB
🔥3❤2💯2
A massive IPO is already live on the Fintch app! 💪🏽
SpaceX is Elon Musk’s aerospace leader in reusable rockets, Starlink satellite internet, and the Mars colonization program.
The IPO is expected in mid or late 2026, with a tentative June or July window.
This product uses allocation priority based on entry timing.
Allocation priority depends on when you enter the pool.
The earlier funds are committed, the higher your allocation priority in case of oversubscription.
• If there is no oversubscription, everyone receives full allocation
• If there is oversubscription, allocation is calculated automatically and transparently, with no manual decisions
• It considers not only the amount, but also the entry timing
Expected Upside
📈 50%
🗓 Deal closes: June 30, 2026 (inclusive)
📲Product now live on the Fintch app:
https://apps.apple.com/app/fintch/id6742891466?l=en-GB
SpaceX is Elon Musk’s aerospace leader in reusable rockets, Starlink satellite internet, and the Mars colonization program.
The IPO is expected in mid or late 2026, with a tentative June or July window.
This product uses allocation priority based on entry timing.
Allocation priority depends on when you enter the pool.
The earlier funds are committed, the higher your allocation priority in case of oversubscription.
• If there is no oversubscription, everyone receives full allocation
• If there is oversubscription, allocation is calculated automatically and transparently, with no manual decisions
• It considers not only the amount, but also the entry timing
Expected Upside
📈 50%
🗓 Deal closes: June 30, 2026 (inclusive)
📲Product now live on the Fintch app:
https://apps.apple.com/app/fintch/id6742891466?l=en-GB
🔥3💯3❤1
CEO Analytics read
Crypto shifted regimes. BTC is down 24% from recent highs, and the correlation structure that dominated since 2023 is starting to break.
1. Drivers this week, what actually moved risk
• The trigger was software equity repricing and private credit stress bleeding into risk assets
• The deeper driver is Fed liquidity contraction
• BTC correlation to M2 remains statistically significant, r²=0.54 per VanEck
2. On chain miner signal
• Hash rate decline is not primarily miner capitulation
• Power infrastructure is pivoting toward AI data centers
• This pressures marginal miners and increases industry concentration
3. ETH continues to lag
• Base case, extended consolidation through 2026 within its regression band
• Fair value cited around $2,000
• Downside risk of 30% to 44% toward basement support
4. DeFi vs CeFi, structural divergence
• DeFi lending recovered 959% from bear lows to $19.1B
• CeFi lending is still 68% below peak at $11.2B
• Top 3 CeFi lenders, Tether, Galaxy, Ledn, control 89% share, post FTX institutions prefer concentrated risk
5. Infrastructure shifts
• Prediction markets are maturing into financial infrastructure with winner take most liquidity dynamics, focus on Polymarket and Kalshi
• Privacy infrastructure, ZK and FHE, is moving from niche to institutional necessity as stablecoin capital demands confidential settlement rails and costs decline
6. The key narrative shift
Nation state BTC adoption is being reframed as game theoretically inevitable, closer to gunpowder adoption than an optional technology.
What I am watching next
• Fed liquidity and whether contraction persists
• ETH/BTC base building confirmation
• AI power competition as a catalyst for miner consolidation
• Potential 2026 M&A wave across miners and DAT companies trading at discounts
• More DeFi financing via borrowing against on chain revenue vs token sales
Crypto shifted regimes. BTC is down 24% from recent highs, and the correlation structure that dominated since 2023 is starting to break.
1. Drivers this week, what actually moved risk
• The trigger was software equity repricing and private credit stress bleeding into risk assets
• The deeper driver is Fed liquidity contraction
• BTC correlation to M2 remains statistically significant, r²=0.54 per VanEck
2. On chain miner signal
• Hash rate decline is not primarily miner capitulation
• Power infrastructure is pivoting toward AI data centers
• This pressures marginal miners and increases industry concentration
3. ETH continues to lag
• Base case, extended consolidation through 2026 within its regression band
• Fair value cited around $2,000
• Downside risk of 30% to 44% toward basement support
4. DeFi vs CeFi, structural divergence
• DeFi lending recovered 959% from bear lows to $19.1B
• CeFi lending is still 68% below peak at $11.2B
• Top 3 CeFi lenders, Tether, Galaxy, Ledn, control 89% share, post FTX institutions prefer concentrated risk
5. Infrastructure shifts
• Prediction markets are maturing into financial infrastructure with winner take most liquidity dynamics, focus on Polymarket and Kalshi
• Privacy infrastructure, ZK and FHE, is moving from niche to institutional necessity as stablecoin capital demands confidential settlement rails and costs decline
6. The key narrative shift
Nation state BTC adoption is being reframed as game theoretically inevitable, closer to gunpowder adoption than an optional technology.
What I am watching next
• Fed liquidity and whether contraction persists
• ETH/BTC base building confirmation
• AI power competition as a catalyst for miner consolidation
• Potential 2026 M&A wave across miners and DAT companies trading at discounts
• More DeFi financing via borrowing against on chain revenue vs token sales
❤5👍1🔥1