joel_john95
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crypto angels got tired of waiting long for equity liquidity via secondaries/IPO listings - so they put money in SAFTs which don't release a token 3-5 year out and accrue value nowhere.
reason why angel/pre-seed side of funding has dried, is bags from '21/22 that weigh heavy
reason why angel/pre-seed side of funding has dried, is bags from '21/22 that weigh heavy
People use the term "real-world" in crypto as if we are in some imaginary land rest of the time.
All of this is real world sir. The dog with the hat. The airdrop farming VC. The dubai taxi with crypto ads. The drone shows.
No stimulation. Completely real.
All of this is real world sir. The dog with the hat. The airdrop farming VC. The dubai taxi with crypto ads. The drone shows.
No stimulation. Completely real.
Crypto has a strange distortion field that associates wealth with craft, while the two are quite disconnected.
Craft enables wealth.
The existence of wealth, often does not imply craft.
Very few individuals discern the two. Matters if you care of the art.
Craft enables wealth.
The existence of wealth, often does not imply craft.
Very few individuals discern the two. Matters if you care of the art.
Who are some folks building options products --
team working internally on a story around the evolution of options and impact of derivs market on token volatility
Happy to chat .
May be cooking something on the side too. Idk tho.
team working internally on a story around the evolution of options and impact of derivs market on token volatility
Happy to chat .
May be cooking something on the side too. Idk tho.
There should be private equity for L2s.
Buy bunch of supply - fire most of the people working there. Put proposals for mergers. Acquire apps.
People don't talk of L2 capital efficiency because markets subsidised it historically. That era is now over
Buy bunch of supply - fire most of the people working there. Put proposals for mergers. Acquire apps.
People don't talk of L2 capital efficiency because markets subsidised it historically. That era is now over
crypto banking needs its angellist moment
everything existing is a bunch of tapes tied around
startups deserve better
everything existing is a bunch of tapes tied around
startups deserve better
Was slightly irked by how b2b banking for crypto native startups work last day so signed up for every product I could find and gave it a spin
this note from @AcctualTeam's founder is a genius move.
loved the whole product's UX / sign up flow.
low noise, high signal.
this note from @AcctualTeam's founder is a genius move.
loved the whole product's UX / sign up flow.
low noise, high signal.
Been studying how consumer apps do distribution in crypto and I can see why we have more essays on why UX bad than real users.
It's not the UX. It's probably the lack of thought.
It's not the UX. It's probably the lack of thought.
Operators in Dubai - do you have recommendations for a firm that can manage invoicing, accounting and payroll combined across entities.
Preferably one based in Dubai with an understanding of token assets. Looking for vendor recommendations.
Preferably one based in Dubai with an understanding of token assets. Looking for vendor recommendations.
For the longest time - I used to think - it'd be cool to cross ±1000 reads per article on @decentralisedco
Took me ±18 months to get there.
We just started doing it consistently with the podcast too. Whole different ball-game because these are ±40k mins of stream time.
Took me ±18 months to get there.
We just started doing it consistently with the podcast too. Whole different ball-game because these are ±40k mins of stream time.
What loudio really revealed is that attention on crypto twitter is not worth much in dollar terms.
If these trees could talk, they’d recite stories of the hopes and dreams of some of the brightest minds of my country.
Maybe they’d also tell you how India lost its edge in crypto. Maybe.
Maybe they’d also tell you how India lost its edge in crypto. Maybe.
If you’re building a product that is crypto- (real world adjacent) - there’s a high chance you’re shooting yourself in the foot raising only from crypto native VCs whose time horizons are 18 months.
Ideally have very traditional VCs that have built to scale on cap table.
Ideally have very traditional VCs that have built to scale on cap table.
We acquired one of the largest crypto-native newsletters last week.
~200k subs, ~2mil impressions per month.
Incredible team of writers
Looking to work with consumer app or businesses seeking distribution to monetise it. If you're one of them, drop me a DM.
~200k subs, ~2mil impressions per month.
Incredible team of writers
Looking to work with consumer app or businesses seeking distribution to monetise it. If you're one of them, drop me a DM.
This is the single most consequential chart in crypto - if you discount macro data.
A new product, eating into the market share of incumbents, trading at a fraction of their valuation.
Open-liquidity eating into walled gardens. Hyperliquid has a lot of my mind off late.
A new product, eating into the market share of incumbents, trading at a fraction of their valuation.
Open-liquidity eating into walled gardens. Hyperliquid has a lot of my mind off late.
i spend a funny amount of time thinking about how wikipedia is more decentralised than most L2s
There's a conservative law in crypto-data that dictates all data products will be replicated - and made free by a competitor. Especially for higher tier products.
Kaito -> Cookie
Nansen -> Arkham
A version of this applies to RPC / indexers too.
Kaito -> Cookie
Nansen -> Arkham
A version of this applies to RPC / indexers too.
bid ask spread so wide i might as well do a direct wire to the market makers account
skip the market altogether
skip the market altogether
spending sunday morning looking at products built on hyperliquid
hyperliquid
hyperliquid
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