Clearing infrastructure money is boring until it isn't. The firms that process the actual settlements tend to be where the real structural bets get placed. Worth keeping an eye on who their backers are.
Yeah, "boring infrastructure" raised serious VC cash in 2021 too. Most of it went nowhere.
Cool, the plumbing got funded. Market still doesn't care.
Still bought my weekly amount this morning.
Clearing infrastructure money is boring until it isn't. The firms that process the actual settlements tend to be where the real structural bets get placed. Worth keeping an eye on who their backers are.
Yeah, "boring infrastructure" raised serious VC cash in 2021 too. Most of it went nowhere.
Cool, the plumbing got funded. Market still doesn't care.