ayyyeandy

If you had friends asking you what coins to buy right now, what would you say??

Bitcoin.

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

Guia de sobrevivência em mercado de alta:

- Não compartilhe seu P&L com ninguém
- Defina um saque recorrente para o banco
- Evite alavancagem
- Vencedores tendem a continuar superando, o mesmo para perdedores
- Comparar-se aos outros é como você perde
- Se você ganhar dinheiro que muda a vida, venda & não olhe para trás

Were Bitcoin maxis right this whole time???

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

Fundador de mercado em baixa:

- Combatendo FUD
- Entregando tecnologia e integrações
- Construindo os crentes fervorosos

Fundador de mercado em alta:

- Publicações impecáveis de touro
- Moldar a narrativa
- Liderar a comunidade

Se você fosse CZ assistindo Hyperliquid atingir mais de $8B em interesse aberto, o que você faria a respeito???

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.

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?

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?

Quais projetos se beneficiam mais da legislação sobre stablecoins nos EUA???

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.

A era das criptomoedas sendo uma tecnologia de nicho, pequena, para um grupo seleto acabou.

É hora de toda a indústria crescer.

Uma coisa ficou clara no mercado de aplicativos de criptomoedas:

Equipes que priorizam a experiência do usuário e a distribuição construirão um oceano azul neste meta atual.

Novos usuários querem usar aplicativos da App Store, sem sentir que estão interagindo com a base das blockchains diretamente.

Alguns exemplos recentes de sucesso são: FocusTree, EarniFi e Moonshot.

Uma melhor abstração de contas, uso de contas inteligentes, chaves de acesso usando FaceID, login via gmail ou apple, e outras funcionalidades serão muito importantes à medida que a próxima perna do mercado em alta avança.

Equipes que priorizam o envio rápido com um roteiro para a descentralização progressiva vencerão a longo prazo.

Equipes que fazem ambos dominarão.

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.

Who's going to Cannes for ETHCC??? 🙋‍♂️

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.