santiagoroel

Simply placing a token in a public company's treasury does not inherently make it a more valuable asset

"Nothing is more powerful than an idea whose time has come.”

We've reached a point in the development of this technology where businesses will start implementing crypto to remain competitive - just like they did with the Internet not too long ago

Adopt, or die.

So far this technology has not been relatable for most because it's not embedded in their daily workflow

The Internet had this same problem up until the early 2000s before email came around and made the Internet pervasive

Stablecoins are the killer product. They are borderless, programmable and convenient

A skeptical reader might say, "so if they are truly that 0 to 1, why haven't we had our "email" moment?

Failed go to market.

What do you mean? While crypto is a natural extension pack of the Internet, it is a transformational piece of technology that requires users to learn a variety of concepts to get initiated and use this tech

We expect users to learn - and learn quickly or face the consequences

Crypto - like the best technology - should be invisible

The underlying product is great but the interphase is broken. Users only see one narrow use case today: the casino

In order for transformational tech to be adopted we must invert. We must go where users are - not expect them to come en masse because of ideology, curiosity, or pure speculation

We must make crypto invisible to the end user. They won't see crypto but they will feel it.

The best part of all of this is that it is fixable.

We can inject crypto into traditional businesses and make them more efficient. We won't tell you. We will show you.

We can cut costs, enable new product lines, and serve otherwise uneconomical segments

This is not an idea. It is happening
The tech is ready
The time is right
One. Billion. Users.
Invert

"Nothing is more powerful than an idea whose time has come.”

We've come a point in the development of this technology where businesses will start implementing crypto to remain competitive - just like they did with the Internet not too long ago

So far this technology has not been relatable for most because it's not embedded in their daily workflow

The Internet had this same problem up until the early 2000s before email came around and made the Internet pervasive

Stablecoins are the killer product. They are borderless, programmable and convenient

So if they are truly that 0 to 1, why haven't we had our "email moment"

Failed go to market.

While crypto is a natural extension pack of the Internet,
it is transformational tech that requires users to learn a variety of concepts to get initiated and use this tech

the product is great but the interphase is broken - users only see one narrow use today: the casino

In order for transformational tech to be adopted we must invert. We must go where users are - not expect them to come en masse because of ideology, curiosity, or pure speculation

The best part of all of this is that it is fixable. We can inject crypto into traditional businesses and make them more efficient. We won't tell you. We will show you.

We can cut costs, enable new product lines, and serve otherwise uneconomical segments

This is not an idea. It is happening

The tech is ready
The time is right
One. Billion. Users.
Invert

.@circle IPO is a win for the crypto industry. More crypto companies going public = more visibility on profitability and legitimacy of crypto
Long stablecoin thesis - the Trojan horse of crypto

This is just the start
In the next decade most companies in the SP500 will be crypto-enabled and the index will have more crypto-native ones
Onwards 🫡
Congrats @jerallaire and team

We’re looking for a killer growth marketer to lead all things user acquisition and retention for our first set of acquisitions in Latin America at @inversion_cap .

The monumental task here is to onboard millions of users we have access to that
have resisted fintech apps and are still cash heavy. They have limited or no access to credit.

We will do better and improve their lives because access to credit is the lifeblood of livelihood and economic growth.

Core to our playbook is leveraging stablecoins. If I need to explain why or how then this role is not for you.

If you obsess about user behavior, unit economics, and delivering extreme value to users, then this is your opportunity to touch the lives of hundreds of millions who have been neglected and unbanked.

For this role you need to have played a crucial role in scaling companies we admire in Latin America.

We will be posting a job description on our site soon.

Big thanks to @10ampro (@holdmybirra) for the insightful write-up on Inversion

These OGs truly understand the crypto landscape in Latin America - any why the region is primed for stablecoin adoption

But the real question is: why it hasn't happened yet?

Invert, always invert

Not long ago we made a distinction between an “internet” and a “non-internet” business in the .com era. That distinction is gone as every business has adopted the internet.

The same will happen with crypto. Businesses will adopt it to run faster, better, cheaper.

Was an honor kicking off the @avax Summit. Here’s my panel on @inversion_cap
covering how we plan to accelerate the adoption of crypto and bring real GDP on chain

DePIN is the most overlooked sector in crypto and it’s not even close. It’s also the one that has the biggest potential to transform industries and prove to the world that crypto is far more than speculation.

Every industry exec I talk to and describe DePIN and what it can do to lower their costs or enhance their offering gets it.

Yes, a lot of these crowdsourced initiatives have been tried pre-crypto and there’s a reason they haven’t worked: no real incentive to support and maintain the network.

DePIN is no longer experimental. You have crowdfunded community networks like @helium @GEODNET_ and @Hivemapper providing reliable infrastructure services including high quality data and network capacity

Traditional companies will migrate to use DePIN networks because their services are competitive and reliable.

Had a great discussions @SolanaConf with @aseidman from @Hivemapper. They have mapped over 1/3 of all the roads in the world in about two years. This is the fastest-growing road mapping project globally leveraging what crypto is very good at: coordination at scale with incentives to contributors.

DePIN is at the core of what we do at @inversion_cap - acquiring traditional companies and ripping old infrastructure with new one to transform them. That’s DePIN. Crypto-enabled businesses.

I’m presenting our plan @inversion_cap to accelerate the adoption of crypto @SolanaConf

See you there! 🇺🇸

Had a great fireside chat with @hosseeb at Token2049 about Inversion and how we plan to onboard a billion users to the crypto economy. Real GDP on chain

Here’s the recording: https://youtu.be/oJ3FbkkB6Ak?si=N3tJRJowNXqfRozC

We’re re at an inflection point where crypto is no longer just experimental—it’s actionable.

At @inversion_cap, you’ll be a pioneer in shaping how blockchain is used to create meaningful impact across industries and proving to the world that, like the Internet, crypto is a technology that most businesses will adopt to remain competitive.

We’re hiring A+ talent. Come join us!

Learn more at

Internet -> SaaS (software as a service)
Crypto -> CaaS (crypto as a service)

The largest financial institutions and tech companies are adopting crypto

Yes, this time is different and very real. We had a hostile regulatory environment that prevented institutions from seriously adopting crypto - but they did the work behind the scenes to get ready when the time came

That time came last November. Adjust your priors and buckle up. We’re in for a wild ride

Programmable money will change finance forever

In a world where most people don’t understand how to manage their finances, programmable money comes along and makes money work for them without the excess friction and steps that are required in the traditional financial system (the friction is a feature not a bug because your bank capture yield but doesn’t share it with you)

With stablecoins don’t have to worry about sweeping cash to a money market account to earn yield on your hard earned money

With programmable money (stablecoins), your savings automatically earn yield

In a world with AI agents doing this for you, they will have to transact on blockchain rails and use stablecoins to perform these functions for you

The future of finance is programmable money

Good overview on buy now, pay later (BNPL) services. My main concern with BNPL is that they have an adverse selection problem (as a lender of last resort) but this is a valid argument worth exploring as we think about RWAs and credit on chain:

“BNPL is granular, precise, and agile. Credit cards are monolithic and inert”

Similarly, I believe we can extend credit onchain with programmable money expressed in smart contracts which can be very granular, precise and agile. The composability aspect is not to be overlooked as it can make this entire part of the capital markets more efficient and transparent

Imagine leaving crypto thinking you’re set making a quick buck while every major financial institution is adopting it

We have weekly news that we couldn’t have dreamed of 5 let alone 10 years ago

Think bigger

I don’t want to wait another decade for crypto to go mainstream. Theory says technological revolutions take a long time to gain mainstream adoption - was the case for the Internet

I believe we can radically accelerate the adoption of crypto meaningfully. But it’s going to take a different approach.

That’s why I started Inversion.

One billion users