AI and Crypto Firms Drive 2025 IPO Comeback
CoreWeave and Circle Lead Infrastructure Boom Amid Market Shift.
Web3 Wavefronts - Digestible News on Crypto, DeFi and AI · theWeb3.news
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Show Notes
In 2025, AI and crypto infrastructure firms like CoreWeave and Circle are leading a resurgence in the US IPO market. CoreWeave's stock surged over 200 percent following its March debut, fueled by demand for AI GPU cloud capacity, and supported by a substantial revenue backlog and Nvidia's backing. Circle's listing validated regulated stablecoin infrastructure, experiencing a significant stock surge driven by increasing institutional crypto participation. Companies like Chime with traditional fintech exposure are underperforming, indicating a preference for infrastructure over consumer finance. The market is now prioritizing revenue visibility, strong unit economics, and regulatory clarity, and favoring platforms with contracted demand and enterprise agreements. Public market comparisons are emerging for GPU cloud and stablecoin infrastructure, influencing valuation frameworks across the tech stack.
Source: https://theweb3.news/ai/ai-crypto-lead-us-ipo-comeback/
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