joel_john95

Fairly convinced that both solana and Base are far better off focusing on crypto native creators to build on-chain economies around content than looking at rapper tokens - but that's a conversation most L2 managers are not down for.

Highly recommend listening to Moneywise by @thesamparr.

Lots of rich conversations on thinking about money, what wealth is and how to build sustainable businesses in there.

Entirely rewired my brain. Would recommend if your perception of money came from startups/crypto.

If you are a founder building a new market, building atop $hype might just improve your odds of survival and scale.

Earlier today, we issued a note on why we think Hyperliquid's approach to liquidity is a moat.

Here's the TL:DR version of it.

You get scammed by crypto devs.

I get scammed by pseudo prophets who stop me in the road, say i have loads of good karma then say things that absolutely confuse me to the point of me giving money because I'm introverted and just want to run

same same. but different

Guilds, soul bound nfts and DAOs were simply ahead of their time. They are core to the future of internet native finance.

For the first time in a while - we are lacking not in tech, but in vision of what is possible.

Strange place to be at.

There are so many things in crypto you could spend 0 time on in the last three years - and missed out on nothing, except a lot of noise.

Most things have a similar power law - but the way this skews in crypto makes me think of opportunity costs when accounting for noise.

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

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.

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.

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.

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

crypto banking needs its angellist moment
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.

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.

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.

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.

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.

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.

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.