THE OPC LEDGER
Actionable financial intelligence delivered with analyst depth and operator empathy. Demystifying private & public-market dynamics for founders, operators, and capital allocators in defense technology and dual-use innovation.
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LATEST INTELLIGENCE
Deep analysis on defense tech, IPOs, and market dynamics
Quantum Computing’s $10B Moment: When the U.S. Government Becomes Your Shareholder—and Retail Investors Lose Their Minds
How Google’s Willow breakthrough, Trump administration equity stakes, and a Deputy Defense Secretary’s $100M position converged to create quantum computing’s first retail mania
The $912 Million Mistake: How Financial Media Turned Michael Burry’s $9M Bet Into a Billion-Dollar Story—And What It Reveals About the AI Bubble
When CNBC, WSJ, and FT can’t read a 13F, a CEO calls you “batshit crazy,” and the investor who predicted the housing crisis walks away from the game—all in the same month
The Upstream Battlefield: How Innovation Ecosystems Became Instruments of Economic Warfare
Why IP pipelines, pitch circuits, and professional networks belong at the center of national-economic defense
Hyperliquid's Transparency Paradox: How a $10B+ DEX Convinced Crypto Whales That Privacy Is Overrated
Why the largest traders in crypto are abandoning anonymous CEXs for a platform where every order, position, and liquidation is public—and getting better…
Brex's European Gambit: Strategic Expansion or IPO Desperation?
Brex, the $12.3 billion fintech darling backed by Peter Thiel's Founders Fund, has secured its EU Payment Institution License, granting it access to all…
The Bull Case for Palantir: OPC's Rebuttal to Citron's Bearish Thesis
Palantir's Q2 2025 results and strategic positioning provide compelling counterarguments to Citron Research's $40 price target. The company achieved its…
Gemini IPO 2025: How the Winklevoss Twins Went From Facebook's $65M Settlement to Crypto's $10B Comeback Story
Wyoming's $FRNT: The State That Just Made the Dollar Programmable
How America's Least Populous State Became the First to Issue Government Money on Seven Blockchains—And Why Every Other State Is Watching
Klarna's $15B IPO: How Europe's Former Crown Jewel Lost 67% of Its Value and Became a Bank
From $46 Billion Unicorn to Banking Pivot—Sebastian Siemiatkowski's 20-Year Bet Faces Its Ultimate Test
Shein's $30B IPO: How Fast Fashion's Most Controversial Empire Lost 70% of Its Value Before Even Going Public
From $100 Billion Unicorn to Regulatory Nightmare—The Unraveling of Chris Xu's Shadow Empire
Boxabl's $3.5B SPAC Deal: How a Viral Tiny Home Company Built on Crowdfunding Dreams (and Elon Musk Hype) Heads to Wall Street
From Instagram Sensation to Nasdaq Listing—Despite Delivering Just a Few Hundred Homes in Seven Years
Bullish's $10B IPO: How Block.one's "Betrayal" of EOS Built Wall Street's Newest Crypto Darling
From a $4 Billion ICO "Scam" to a $10 Billion NYSE Success Story
European Defense Tech IPO Pipeline: Companies to Watch
The European defense sector is experiencing a remarkable renaissance in public markets.
Figma's $19.3B IPO: The End of an Era, The Beginning of Another
How a College Dropout's 13-Year Journey Redefined Design and Rewrote the Tech IPO Playbook