The Venture Capital Podcast with Fexingo · 2026-08-06 · 12 min
In this episode of The Venture Capital Podcast, Lucas and Luna dive into the 'liquidity waterfall' problem in venture capital: the widening gap between startup valuations and actual exits. They explore how the surge in secondary market activity in 2026 is reshaping the VC playbook, with founders and early investors cashing out before IPOs become viable. Citing Palantir's 26 percent weekly jump and Shopify's 25 percent surge, they discuss what these moves signal for late-stage investors. The conversation covers the rise of continuation funds, the role of pension funds and sovereign wealth funds in buying secondary stakes, and how VCs are rethinking their hold periods. They also touch on the trend of 'pre-IPO liquidity events' and how founders are using them to reduce risk. If you're curious about how the new secondary market dynamics are changing the venture capital game, this episode explains it all with concrete examples and practical insights.
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