South of the Cap Table
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Africa adopted stablecoins out of necessity. Europe tokenized assets by design. Who is funding the bridge between them?
I’ve been working on tokenization in private markets recently.
Jun 7
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South of the Cap Table
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Africa holds 30% of the world’s critical minerals. Where does the value go?
I met someone from the new cohort of Dream VC and we ended up in one of those conversations that stays with you.
Jun 2
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South of the Cap Table
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Europe is funding defence Tech faster than it knows how to buy it
Europe’s defence tech sector raised $8.7 billion in venture capital in 2025.
May 24
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South of the Cap Table
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African tech's next chapter looks less like software and more like infrastructure
African tech debt funding crossed $1 billion in 2025, for the first time in a decade.
May 17
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Can Tibi's Midas touch make Europe follow?
0.018%.
May 10
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South of the Cap Table
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Who benefits when a European startup succeeds?
In March 2026, Yann LeCun raised $1.03 billion for a company with no product, no revenue, and four months of existence.
May 3
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Are we funding the right layer of African tech?
Are we funding the right layer of African tech?
Apr 26
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The European VC market is moving upward, who's watching what happens at the bottom?
I kept hearing about the European VC rebound.
Apr 19
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South of the Cap Table
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