ayyyeandy
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If you had friends asking you what coins to buy right now, what would you say??
Great episode with Haseeb from last week.
We covered:
- Hunting early-stage gems at Dragonfly while giants like Nakamoto raise $710M for passive BTC exposure
- What Brian Armstrong understood to take Coinbase to the S&P 500
- Whether Robinhood can outmaneuver Solana (or vice versa)
- How Haseeb would respond to Hyperliquid's $6.7B open interest if he were CZ
- Lasting insights from Balaji that still shape his life today
We covered:
- Hunting early-stage gems at Dragonfly while giants like Nakamoto raise $710M for passive BTC exposure
- What Brian Armstrong understood to take Coinbase to the S&P 500
- Whether Robinhood can outmaneuver Solana (or vice versa)
- How Haseeb would respond to Hyperliquid's $6.7B open interest if he were CZ
- Lasting insights from Balaji that still shape his life today
Bull market survival guide:
- Don't share your P&L with anyone
- Set a recurring withdrawal to the bank
- Avoid leverage
- Winners tend to keep outperforming, same for losers
- Comparison to others is how you lose
- If you make life-changing money, sell & don't look back
- Don't share your P&L with anyone
- Set a recurring withdrawal to the bank
- Avoid leverage
- Winners tend to keep outperforming, same for losers
- Comparison to others is how you lose
- If you make life-changing money, sell & don't look back
Recorded an excellent pod in the studio with @mdudas about token launchpads, the state of VC funding and deployment, revenue & fundamentals, and crypto media.
Dropping v soon on @therollupco
Dropping v soon on @therollupco
Bear market founder:
- Fighting fud
- Shipping tech and integrations
- Building the die hard believers
Bull market founder:
- Impeccable bullposting
- Shape the narrative
- Lead community
- Fighting fud
- Shipping tech and integrations
- Building the die hard believers
Bull market founder:
- Impeccable bullposting
- Shape the narrative
- Lead community
Will NFTs make a big comeback this year?
Hyperliquid is forcing a market-wide rethinking about token designs which will persist.
In the next 1-2 years, if you're not actively redistributing revenue to users via buybacks or yield, you're NGMI.
In the next 1-2 years, if you're not actively redistributing revenue to users via buybacks or yield, you're NGMI.
I am so excited for the next 6 months for crypto, institutional adoption, The Rollup growth, the inevitable perception change, a few major breakout apps, and the joys of a bullrun.
Its all coming together, can you feel it?
Its all coming together, can you feel it?
Everyone still bullish on stablecoins or we just gonna act like that never happened??? 👉👈
Recording two podcasts to celebrate ATH day in NYC in the studio with @gametheorizing of @SeliniCapital & @mdudas of @6thManVentures
What do you want me to ask them?
What do you want me to ask them?
Which projects benefit most from stablecoin legislation in the USA???
The best advice for founders on their token currently:
Figure out how you're redirecting revenue directly to buying your token back and become very, very public about it.
I don't think there's a much better 'token' marketing strategy today.
Figure out how you're redirecting revenue directly to buying your token back and become very, very public about it.
I don't think there's a much better 'token' marketing strategy today.
The era of crypto being a niche, small technology for a select group is over.
It's time for the entire industry to go bigger.
It's time for the entire industry to go bigger.
One thing has become clear in the crypto app market:
Teams who prioritize UX and distribution will build a blue ocean in this current meta.
New users want to use app from the App Store, without having it feel like they are interacting with the barebones of blockchains directly.
Some recent killer examples are: FocusTree, EarniFi, and Moonshot.
Better account abstraction, usage of smart accounts, passkeys using FaceID, login via gmail or apple, and other features will be very important as the next leg of the bull rages on.
Teams who prioritize fast shipping with a roadmap to progressive decentralization will win in the long-term.
Teams who do both will dominate.
Teams who prioritize UX and distribution will build a blue ocean in this current meta.
New users want to use app from the App Store, without having it feel like they are interacting with the barebones of blockchains directly.
Some recent killer examples are: FocusTree, EarniFi, and Moonshot.
Better account abstraction, usage of smart accounts, passkeys using FaceID, login via gmail or apple, and other features will be very important as the next leg of the bull rages on.
Teams who prioritize fast shipping with a roadmap to progressive decentralization will win in the long-term.
Teams who do both will dominate.
Two lessons learned from 2 years of early stage venture investing:
1. You sometimes just get a feeling with certain founders that no matter what, they will execute. An investor friend of mine calls it "feel the pump" in a funny way. It's hard to describe, but I've learned that when I meet a founder who stands out psychologically, physically, and has a chip on their shoulder, its an easy 'yes' to write a check.
2. Sizing is really all that matters. Back in 2023-mid 2024, we knew the potential mistake would be *not* allocating capital before a major bull wave led by institutions (where we are now). We allocated nearly 7 figs into our fund's early stage deals in this time. There has been winners & losers so far, but the biggest learning has been that sizing is all that matters. We've had a few winners which would have been kingmakers if we just doubled or tripled our sizing. Going forward, we'll essentially prioritize less deals with bigger size & conviction.
1. You sometimes just get a feeling with certain founders that no matter what, they will execute. An investor friend of mine calls it "feel the pump" in a funny way. It's hard to describe, but I've learned that when I meet a founder who stands out psychologically, physically, and has a chip on their shoulder, its an easy 'yes' to write a check.
2. Sizing is really all that matters. Back in 2023-mid 2024, we knew the potential mistake would be *not* allocating capital before a major bull wave led by institutions (where we are now). We allocated nearly 7 figs into our fund's early stage deals in this time. There has been winners & losers so far, but the biggest learning has been that sizing is all that matters. We've had a few winners which would have been kingmakers if we just doubled or tripled our sizing. Going forward, we'll essentially prioritize less deals with bigger size & conviction.
Once an app hits that viral moment everyone in crypto is truly looking for, VCs will rapidly shift to look for finding the best one rather than funding the next infra bet.
We are closer than ever to our “breakout app” moment. Patience.
We are closer than ever to our “breakout app” moment. Patience.
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