The Greek Analyst exposing himself...

…to new forms of writing. Habemus substack life!

Wait, did you actually fall for that clickbait title? “New kicks, new tricks,” I guess.

After almost 7 years of sharing pithy takes anonymously on twitter, I have decided to dip my toes into a longer form of communication, reflecting more deeply on the things that interest me the most. These are, in no particular order: startups, economics, geopolitics, political risk, global markets, frontier technologies and crypto.

The perspective of this newsletter will be global and future-oriented, but my focus will remain on Greece and Europe — and for good reason.

Following one of arguably the deepest (and definitely the longest) depressions on record, a critical mass of Greeks has built a remarkable resilience to carry themselves forward, but also an unquenchable thirst for shaping a better future for the country. Nowhere is that trend more palpable than in the burgeoning Greek tech ecosystem, which I believe will be a source of huge upside and asymmetric opportunities for the country in the coming years.

For all its follies and Eurocratic inertia, Europe is also progressively becoming a land of ever-increasing opportunities. Some might only see a slow-running and heavily-lobbied gerontocracy based out of Brussels (and Berlin) heading a swath of low-growth, tech-deprived economies. And, sure, there might be some truth to this caricature; but that would only be one small part of a much greater, richer picture.

Europe is experiencing a quiet, but incontestable tech renaissance. European startups are killing it and established players have proven themselves at a global level. This has led to major exits, the creation of close to 100 unicorns, unprecedented investing appetite (led by US VCs who are now building entire offices in Europe, after operating mostly on stealth-mode until now) and the infusion of a newly-found risk-taking tolerance cultivated by hungry startup mafias and successful serial entrepreneurs.

We are entering a golden age for European (and Greek) tech, and I am super eager to see where it takes us. Buckle up. The road might get bumpy, but the trip will definitely be worth it.

Do you share the optimism? Stay tuned for more; also feel free to get in touch.

Do you staunchly disagree? I love a good debate, so please make sure to reach out.

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