#037: Let’s Get Kraken in 2026
Kraken has filed confidentially for an IPO and will likely be the first showcase fintech IPO in Q1 2026.
Craig shares his take on the company and its potential to ignite IPOs in 2026.
In IPO Radar news, Craig looks at the remaining potential 2025 IPOs. Plus, news from Gopuff, Ramp, Databricks, Lambda, and xAI.
0:00 Intro
0:29 Kraken IPO 2026
1:26 Kraken Citadel Investment
2:15 What is Kraken?
3:07 Kraken IPO Valuation
3:23 Revenue
3:42 Crypto IPOs
4:30 Prelude to the IPO
6:35 Timeline
7:42 IPO Access for Kraken Customers?
8:18 Directed Share Program
8:57 IPO Access at Kraken?
12:03 Kraken Customers
12:39 Tokenization at Kraken
13:12 IPO Radar News
14:06 Renaissance Capital Forecast
15:17 Remaining 2025 IPOs
19:03 Gopuff
19:50 Robinhood Ventures Gopuff
20:30 Gopuff Valuation
20:59 Ramp Valuation
22:05 Ramp Fundraises 2025
24:03 Databricks Valuation
25:05 Databricks Series L
25:21 Databricks IPO Head Fakes
26:25 Lambda $1.5 Billion Raise
27:37 xAI $15 Billion Raise
29:14 xAI Valuation
31:00 Looking Ahead
32:44 Outro
This podcast and video are for informational and entertainment purposes only. Mentions are not a recommendation to buy or sell any pre-IPO or public company. Invest in IPOs and private companies at your own risk.
