brxckinridge

who is the @im_roy_lee of crypto?

Robinhood has 14m monthly active users
Hyperliquid has 500k lifetime users

Lots of room to run on mobile first crypto experiences

there are two types of companies in crypto: incentive-led and product-led.

okay now do tether

We're going to see consumer finance cos battle it out like the streaming wars

While Netflix & HBO fight over mindshare of ppl in hours after dinner.. CB, Hood, and others will fight over what those same ppl trade on their phone

crypto, equities, memes, predictions, all in play

CT waking up to the tactic of building both first party products and the protocol underlying

We noticed this early last year https://unconfirmed.blog/product-led-protocols

We've invested in great teams building this way: @farcaster_xyz, @ellipsis_labs, @plumenetwork, and others not yet announced

Markets are eating the World

in the last decade we've moved on from calling stock brokers

to trading options on Robinhood
to buying bitcoin on Coinbase
to betting on sports on Fanduel
to trading memecoins on Phantom
to trading elections on Polymarket

crypto enables money to be
- available 24/7
- accessible to anyone with an internet connection
- programmable by devs

crypto enables markets to be
- available 24/7
- accessible to anyone with an internet connection
- programmable by devs