#52: Fundrise VCX is Public! Massive ALPHA for LT Shareholders. Invest in Anthropic, SpaceX, and OpenAI episode artwork

EPISODE · Mar 21, 2026 · 24 MIN

#52: Fundrise VCX is Public! Massive ALPHA for LT Shareholders. Invest in Anthropic, SpaceX, and OpenAI

from Access IPOs Podcast · host Access IPOs

The Fundrise VCX fund exploded at the open on Thursday, up more than 300% from its net asset value (NAV). This long-time favorite (previously the Fundrise Innovation Fund) is now available to anyone who can trade U.S. stocks and funds. Craig looks at the direct listing dynamics and previews what to expect as trading settles, comparing VCX to the Destiny 100 (DXYZ) and Robinhood Ventures Fund I (RVI). In IPO Radar news, the Kraken IPO is postponed, Kalshi is raising $1 billion at a $22 billion valuation, and General Matter is raising $500 million at a $2 billion pre-money valuation. Disclosures: Craig was not paid to make this video. Craig is long the Fundrise Innovation Fund VCX, the Fundrise internet public offering, and multiple real estate funds. All VCX shares are restricted. This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.(0:00) Intro(0:24) Fundrise VCX Launch(3:11) Direct Listing(4:36) Unrestricted Shares(6:04) Net Asset Value (NAV)(6:38) DYXZ Chart Comparison(7:48) RVI Chart Comparison(8:27) RVI ElevenLabs(9:41) RVI Discount(10:07) VCX Premium(11:39) What's Next for VCX(12:23) Pragmatism(13:01) IPO Radar News(13:43) Kraken IPO Freeze(15:29) Kraken Valuation(16:20) Kalshi $22B Valuation(18:57) General Matter $500M Raise(19:45) What is General Matter?(20:21) Enriched Uranium Supply Chain(22:59) Invest in General Matter?(23:31) ConnectAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

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#52: Fundrise VCX is Public! Massive ALPHA for LT Shareholders. Invest in Anthropic, SpaceX, and OpenAI

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