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joel_john95
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spending sunday morning looking at products built on hyperliquid
hyperliquid
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joel_john95
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There’s only two sources of edge in crypto 1. Information edge - usually a function of proximity to people 2. On chain edge - usually a function of being maniacal with numbers and pattern matching. If you are low on social bandwidth. All you have is on chain edge.
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If you have access to chaptgpt o3 - you can simply run a query like this and get a whole reading list from @Decentralisedco Should probably make a page with lists for easier discovery on Substack itself.
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There needs to be a nansen/arkham for SaaS revenue in crypto. Would pay top dollars for a map of companies doing north of ~1mil/year in revenue. Anyone building this?
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General observation from dealflow - lots of people building on Bitcoin, prediction markets of all forms hot again, new age perp dex's in vogue and LLM/model/AI stuff trending but huge knowledge gap there between capital allocators and builders.
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Not going to be grinning about this note on http://funding.decentralised.co all day long. Cc : @shutterbugsid / @shloked_ (Side note: I have a backlog of 40ish emails I need to get back to on the product.. should be cleared tomorrow).
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