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Munich Security Conference was a shock for some of the Europeans, although it shouldn’t have been. The so called liberal values have contributed to the creation of the new virtual reality with tens of genders, slash of free speech and cancel of the political opposition.
What has been preached by the global liberal elites through the US government, has been adopted by the European liberal elites so deep, they had to shed tears when the train of liberal values hit the wall of reality coming from across the pond.
We can be sure that the liberal governments will stay in power in Europe , we can expect the militarisation of the European continent and hence the creation of hundreds and thousands of startups concentrating on the modern warfares. So, if you’re working on new types of drones, batteries, weapon systems, intelligence - you can expect to get the biggest slice of the investment pie. It will not only come from the VC funds but also directly from the European governments.
If the open confrontation with the US is about to happen, it will very likely lead to the breakdown of the European Union. The economic interests will win over the so-called European solidarity. The breakdown will lead to the fragmentation of the markets and will make it harder for startups to scale. The things like banking license passporting will stop working.
In order to get Europe back on its side, US will put economic pressure on it. It may come to the companies like VISA and Mastercard to leave the European market, which will lead to the implementation of new payment rails and payment providers. It will also get much harder to move the money around, which will make the crypto a hot kid again. Big Tech is unlikely to leave Europe since they lead the way of changing European view on liberal things.
The bigger and economically more powerful countries will try to get back their sovereignty by increasing their energy supply independence. The startups in the energy sector will be the big winners but not the ones in the green energy sector.
The bureaucratic, liberal ties between US and Europe are very strong, so every country that will try to make independent deals with US, will get punished by the lack of investment from the European Union. My assumption goes as far as the misbehaving states will get banned from the European Union.
We may also see a new European Union being formed with more traditional states leading the formation. These new EU will have stronger ties to US and other countries that share the traditional values.
So in a nutshell, statups and companies in the following sectors will profit:
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author.
Ivan Aleksandrov CSO | Core banking, BaaS, Fintech Advisory at Advapay
18 February
Scott Dawson CEO at DECTA
Kristine Jakovleva Chief Marketing Officer at Advapay
17 February
Taras Boyko Founder at BTG Corporate Services Provider
14 February
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