joel_john95

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.

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.

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.

There's this deep bifurcation in crypto that is not talked about. Most large pools of money will go into two forms

1. Large caps - mostly Btc, followed by xrp (Ik), eth and sol
2. cash flow assets - Ethena, hype, aave or - sites like pumpfun

Brutal, efficient market

bid ask spread so wide i might as well do a direct wire to the market makers account

skip the market altogether

spending sunday morning looking at products built on hyperliquid

hyperliquid