Nick Pappageorge Profile Banner
Nick Pappageorge Profile
Nick Pappageorge

@NpappaG

5,075
Followers
5,791
Following
1,854
Media
14,501
Statuses

Analyst at-large. Building @fwdaudio . Prev. crypto research @delphi_digital , @cbinsights .

ηγc
Joined March 2011
Don't wanna be here? Send us removal request.
Pinned Tweet
@NpappaG
Nick Pappageorge
18 days
I built a bot that analyzes all the "hq" crypto pods for bullish/bearish takes & tickers the GC loves it, but I want a few more testers hmu
Tweet media one
11
8
87
@NpappaG
Nick Pappageorge
2 years
never ask: a woman her age a man his salary a defi protocol how their yields are sustainable
76
300
3K
@NpappaG
Nick Pappageorge
3 years
me: why can’t I stop thinking about NFTs? my neighborhood:
Tweet media one
83
193
3K
@NpappaG
Nick Pappageorge
2 years
tech people seeing other tech people in Mexico City
Tweet media one
15
66
2K
@NpappaG
Nick Pappageorge
3 years
Alcohol feels like some boomer technology tbh
22
87
1K
@NpappaG
Nick Pappageorge
2 years
My message to the people running Taco Bell is simple: this is a time of war and global peril A cheesy Gordita crunch should not cost 5 US Dollars, that Gordita was like 2 bucks a year ago. Bring down the price to reflect the CPI print of 8.4% inflation. And do it now.
22
76
1K
@NpappaG
Nick Pappageorge
4 years
theory: all the smart people have fled NYC, and now it’s just the hot people
35
25
855
@NpappaG
Nick Pappageorge
3 years
I just got called a boomer at a crypto meetup for being in my late 20s
54
15
794
@NpappaG
Nick Pappageorge
10 months
@krrishd in a phrase: yum yum ice cream so good
3
5
812
@NpappaG
Nick Pappageorge
1 year
Spotted on N 6th in williamsburg: the nail in the coffin
Tweet media one
36
70
757
@NpappaG
Nick Pappageorge
4 years
An app that confirms when friends actually listen to the podcast/spotify links you sent them
37
38
688
@NpappaG
Nick Pappageorge
3 years
Tweet media one
10
29
644
@NpappaG
Nick Pappageorge
6 years
The real citi bikers know
Tweet media one
11
29
510
@NpappaG
Nick Pappageorge
3 years
Why derivatives will power the next wave in crypto, a thread:
15
81
312
@NpappaG
Nick Pappageorge
5 years
The scene at the Fortnite World Cup, at Arthur Ashe the world’s largest tennis arena Winner of today’s solos tournament gets $3M
15
67
277
@NpappaG
Nick Pappageorge
3 years
Some personal news: I joined @Delphi_Digital to focus on crypto vc investing & special projects Delphi is a research firm at its core, but has expanded into a venture fund (first check in, no LPs, no mandates) as well as tokenomics consulting (Delphi Labs)
25
7
240
@NpappaG
Nick Pappageorge
6 years
Tencent was a 5,625X return. Better than FB or Whatsapp by my calculations. This may be the best venture deal of all time:
Tweet media one
7
75
198
@NpappaG
Nick Pappageorge
6 years
If "moats" are the ability to sell addictive, legal drugs, I'd say today's ranking goes like: 1. Fortnite 2. Juul 3. Blockchain gainz 4. IG likes 5. Netflix binging 6. Buying latest iPhone 7. Free shipping 8. Reaction twitter 9. Travel 10. Foodie gluttony (or new CPG equivalent)
5
15
171
@NpappaG
Nick Pappageorge
3 years
No days off @Delphi_Digital
Tweet media one
12
5
165
@NpappaG
Nick Pappageorge
2 years
idea: a DAO that makes money
18
4
158
@NpappaG
Nick Pappageorge
5 years
Recently gave a talk about how AirPods will be remembered as our first taste of transhumanism Slides below, specifically getting into: -why audio is a massive platform shift -Apple & Spotify's strategies -AR + 'artisanal internet' -where startups fit in
4
19
137
@NpappaG
Nick Pappageorge
1 year
I see a lot of crazy stuff as a night runner in nyc, but a rave on the williamsburg bridge is a first
Tweet media one
11
2
144
@NpappaG
Nick Pappageorge
2 years
just picked up my bib for the NYC marathon on Sunday shoutout to my sponsor @nounsdao !
Tweet media one
Tweet media two
16
11
118
@NpappaG
Nick Pappageorge
2 years
yes yes, I am aware of this excerpt you can stop sending it to me
Tweet media one
13
8
109
@NpappaG
Nick Pappageorge
3 years
TBH the @Delphi_Digital - @Disclosure relationship is the most compelling story in NFTs so far
Tweet media one
6
3
100
@NpappaG
Nick Pappageorge
3 years
Monday night in New York is more lit than SF on a Saturday
3
2
94
@NpappaG
Nick Pappageorge
3 years
wonder what’s being tested at the @rainbowdotme office
Tweet media one
2
1
92
@NpappaG
Nick Pappageorge
3 years
All the buzzwords in tradfi fintech (eg open banking, the API economy, etc) sound like complete bs once you’re cryptopilled It’s like a ‘safe cigarette’ or ‘clean coal’ — the incentives will never produce a meaningful outcome
7
5
91
@NpappaG
Nick Pappageorge
1 year
from shitpost to NYT Biz section, well done @ryandawidjan (who afaik coined it)
Tweet media one
4
22
87
@NpappaG
Nick Pappageorge
5 years
Mueller's S-1 just dropped
5
9
85
@NpappaG
Nick Pappageorge
3 years
Tweet media one
0
1
76
@NpappaG
Nick Pappageorge
2 years
when I tweet fire music to zero likes
Tweet media one
7
1
82
@NpappaG
Nick Pappageorge
5 years
For the first year or two of publicly writing, you're kinda shouting in the wind, alone. Until you're not. Today I got my favorite DM yet, and it feels worth it.
Tweet media one
4
1
84
@NpappaG
Nick Pappageorge
4 years
VC tongue twister - Thrive Capital, Tribe Capital, Trive Capital, Drive Capital, Thrive Global
0
0
78
@NpappaG
Nick Pappageorge
4 years
Note to self: try to IPO during a historic bull market + balance sheet expansion + zero interest rate environment
1
2
79
@NpappaG
Nick Pappageorge
8 years
Excited to announce Game Changers 2016—our selection of startups with world-changing tech via @CBinsights . PDF here:
Tweet media one
3
40
69
@NpappaG
Nick Pappageorge
3 years
Just 3 years ago, DAOs were futuristic and mostly theoretical Now, they are standard practice in crypto, and rapidly becoming no-code simple (here's me in late 2018 explaining them, surreal)
7
1
76
@NpappaG
Nick Pappageorge
8 years
I wrote about behavior shifts with the Amazon Echo and the potential of voice tech
Tweet media one
4
16
62
@NpappaG
Nick Pappageorge
4 years
Founders, leaders, and internal comms folks— We're opening early access to AllHands, a knowledge base for all-company videos, broadcasts, CEO letters & more. Apply here 👇
11
5
73
@NpappaG
Nick Pappageorge
4 years
@corry_wang Great thread. Reminded me of this:
@saxena_puru
Puru Saxena
4 years
Incipient bubble shown as a visual - H/t @skaushi
Tweet media one
16
42
284
1
5
71
@NpappaG
Nick Pappageorge
5 years
the startups integrating with Slack (/unbundling it)—epic market map from @judwaite :
Tweet media one
3
12
73
@NpappaG
Nick Pappageorge
10 months
Was getting dozens of .edu signups for @fwdaudio . All in one day, all from The New School. I have no ties, so I think it’s going proper viral. Turns out, the truth was even stranger: a professor assigned FWD as homework. And they’ve invited me to speak in class today.
14
1
73
@NpappaG
Nick Pappageorge
3 years
You only get one first angel investment. For me, that will always be the legendary @Appyg99 ! Apoorva gave me a lot of confidence at a time I needed it (and vice-versa I hope as her first backer) ❤️❤️
Tweet media one
1
0
71
@NpappaG
Nick Pappageorge
10 months
World, say hello to @fwdaudio — FWD turns your favorite blogs, newsletters, and news sources into podcast-quality episodes. The easiest way to get to… all that reading you never get to
12
13
71
@NpappaG
Nick Pappageorge
4 years
Hypothesis: we’re past peak credit card
Tweet media one
Tweet media two
Tweet media three
Tweet media four
6
8
67
@NpappaG
Nick Pappageorge
5 years
TSA at a Delta-only terminal is wildly backed up, and Clear (the fast pass startup) is aggressively hawking its services — a number of people jump out of line and pay $180 to cut The whole thing rubbed me the wrong way So I look it up, and look who stands to gain here. Delta!
Tweet media one
11
6
64
@NpappaG
Nick Pappageorge
5 years
I'm writing an upcoming series on audio, AirPods, voice, and music Also, I'll be going full-meta and will send the posts out with audio for the lazy. Sign up! (Or be cursed with total irrelevance)
8
3
58
@NpappaG
Nick Pappageorge
6 years
You vs. the subway they told you not to worry about
Tweet media one
Tweet media two
3
8
61
@NpappaG
Nick Pappageorge
9 years
I mapped the landscape of Industrial IoT startups via @CBinsights #IoT #IIoT
Tweet media one
3
39
53
@NpappaG
Nick Pappageorge
5 years
I don't want much in this life but I do want to start a B2B startup appear on 'Jeopardy!' get crypto rich unseat the Live Nation monopoly win an EGOT write a book climb Kilimanjaro have a huge family move to LatAm angel invest and give back before I die.
4
1
58
@NpappaG
Nick Pappageorge
3 years
NGL, it pains me to see crypto founders pick trad VCs for the brand a global network of 70+ degens will help more than a boomer who hasn’t staked anything since their tent at Boy Scout camp
3
1
57
@NpappaG
Nick Pappageorge
2 years
🫡🫡 @nounsdao 🫡🫡
Tweet media one
4
2
60
@NpappaG
Nick Pappageorge
4 years
wicked FOMO I’m in not in NYC tonight but I’ve been living with a dishwasher so it kinda cancels out
2
1
59
@NpappaG
Nick Pappageorge
2 years
Domino’s pizza tracker is the next L1
Tweet media one
3
4
56
@NpappaG
Nick Pappageorge
4 years
First time squatting since Feb, wish me luck
Tweet media one
Tweet media two
5
0
59
@NpappaG
Nick Pappageorge
3 years
required reading for learning web 3: nothing, tbh the only way you’ll learn is aping / using protocols, and if it’s too daunting watch Finematics videos oldest to newest & hop on RabbitHole
2
3
55
@NpappaG
Nick Pappageorge
7 years
I mapped out the AR/VR startup landscape via @CBinsights . 110+ cos by tech stack (hardware➡dev➡apps➡distribution):
Tweet media one
4
23
50
@NpappaG
Nick Pappageorge
3 years
I’m a simple guy—I hear Balaji on a podcast and I parrot it endlessly as my own
2
1
52
@NpappaG
Nick Pappageorge
3 years
DJed a little mixer for the @shotsonclub ladies on friday did NOT expect them to be such house & disco purists, that was fun
Tweet media one
3
1
52
@NpappaG
Nick Pappageorge
9 months
@nabeelqu Uh that is nothing compared to this part
Tweet media one
2
3
52
@NpappaG
Nick Pappageorge
2 years
TIL Asheville, NC is the synthesizer capital of the world got to see how Moogs are made
Tweet media one
6
0
50
@NpappaG
Nick Pappageorge
3 years
imagine not loving new york
3
7
51
@NpappaG
Nick Pappageorge
3 years
Everyone talks so much shit about SF, but can you think of a better place to be exactly 37 years old?
18
1
48
@NpappaG
Nick Pappageorge
2 years
stop liking this dumb tweet
6
0
45
@NpappaG
Nick Pappageorge
3 years
Just aped into SF for a bit. First bar I go to I ask a girl for her name and she pulls out a poetry foundation web page and proceeds to read me verse. It’s different here.
7
1
47
@NpappaG
Nick Pappageorge
3 years
Thanksgiving success: redpilled the fam on securities laws, ketamine & psilocybin research, the death of the nation state, and DAOs what would they even do without me?
2
1
49
@NpappaG
Nick Pappageorge
4 years
Have a little Nujabes, as a treat
4
4
44
@NpappaG
Nick Pappageorge
3 years
Imagine having a huge tech exit, buying the legendary nyc nightclub Output, and turning it into a wedding venue instead of restoring it to its former glory. It ruffles me daily.
3
1
44
@NpappaG
Nick Pappageorge
3 years
when did you realize it’s better than MBDTF?
Tweet media one
Tweet media two
7
0
47
@NpappaG
Nick Pappageorge
4 years
The @sacca beard game remains strong is that thing sequestering carbon?
Tweet media one
5
1
43
@NpappaG
Nick Pappageorge
6 years
Keep thinking about this passage from @antoniogm The torch-passing at mega startups must be something to behold
Tweet media one
3
3
42
@NpappaG
Nick Pappageorge
2 years
Yeah I got in on some wireless IPOs and the stuff just skyrocketed
Tweet media one
4
0
44
@NpappaG
Nick Pappageorge
7 years
@ReformedBroker Never bring a machete to a garbage can fight.
2
4
42
@NpappaG
Nick Pappageorge
5 years
My younger sisters are in college (or just out) and both a bit unsure of what to do/be. I offered them a flight to NYC if they read a 2 books of my choosing, starting with Zero To One (big one for me). Need to figure out the other. What should it be?
39
1
38
@NpappaG
Nick Pappageorge
3 years
I’ll never forget being the buzzkill at the crypto dinner party recently—where I was the lone dissenter who didn’t agree crypto abundance will solve society’s ills. (And I’m as techno-optimistic as they come.) some great points here on the limitations
@goodalexander
goodalexander
3 years
I just read an interesting thread by @RaoulGMI talking about techno utopianism and how we are all going to make it. 1/ We are in what I believe is the final stage of the Super Bubble. The Super Bubble is the misconception that bailout capitalism is actually a free market.
155
548
3K
3
1
42
@NpappaG
Nick Pappageorge
3 years
I’ve been entrusted to write the @Delphi_Digital Friday email and so far I’m enjoying the creative license
Tweet media one
1
1
43
@NpappaG
Nick Pappageorge
6 years
Me when the subway works normally: NYC is the center of the world, how could one dream of living anywhere else Me after a 3+ minute delay: what a once-great, past-prime shithole that’s crumbling before our eyes
1
3
41
@NpappaG
Nick Pappageorge
3 years
DJing 2 parties in the next 2 nights, any heaters I should prepare?
21
0
40
@NpappaG
Nick Pappageorge
5 years
My takeaway from today: esports is so obviously the future
3
4
39
@NpappaG
Nick Pappageorge
4 years
Quick update: temporarily traded NYC for nomad life in... rural Georgia (the best spot we could find on eastern time). Hung out with my mom in Maine for a bit too. Truly been the weirdest year.
Tweet media one
Tweet media two
3
0
42
@NpappaG
Nick Pappageorge
5 years
I never replied to a friend’s email, and he wrote it word for word onto a postcard and sent it cross-country lmao
4
0
40
@NpappaG
Nick Pappageorge
5 years
I’ve listened to so much Kanye West that I arguably believe in myself too much
0
4
42
@NpappaG
Nick Pappageorge
3 years
just dawned on me the S&P 500 is just staked USD
3
2
41
@NpappaG
Nick Pappageorge
2 years
the lifelong democrat leaving my body around tax szn
Tweet media one
1
0
40
@NpappaG
Nick Pappageorge
6 years
70+ degrees in NYC—in February— is both a treat and absolutely terrifying
0
4
33
@NpappaG
Nick Pappageorge
6 years
@ScottMAustin @eliotwb Exemplary use of analyst comment right after:
Tweet media one
0
4
34
@NpappaG
Nick Pappageorge
1 year
just rode my 1000th mile on citi bike! talk about a true public good
Tweet media one
3
0
41
@NpappaG
Nick Pappageorge
5 years
Say you take an AI system trained exclusively on Beyoncé songs, and then release a song that sounds LIKE Beyoncé. Is Beyoncé owed anything? Several legal experts believe the answer is “no.” Mind-bending implications on AI authorship from @danideahl :
3
24
38
@NpappaG
Nick Pappageorge
7 years
Common Stock Charlie... a VC remix on the vintage finance meme (from today's @CBinsights newsletter) h/t @alexander_paci
Tweet media one
0
12
36
@NpappaG
Nick Pappageorge
5 years
Cousin Greg as Adam Neumann I'm still processing this
@Snoodit
Lesley Goldberg
5 years
Exclusive: #Succession breakout @nicholasbraun will star in a scripted TV series about #WeWork based on the book by WSJ reporters Eliot Brown and Maureen Farrell
Tweet media one
16
71
374
5
2
38
@NpappaG
Nick Pappageorge
11 months
@BillAckman ngl you had me till the last line
0
1
38
@NpappaG
Nick Pappageorge
5 years
@Austen The $15B analyst figure is prob a bit inflated (and would be for 2020) But AirPods are selling as much as the iPhone did out of the gate
Tweet media one
1
4
36
@NpappaG
Nick Pappageorge
3 years
Grateful to have met a long list of tweeps, anons, & friends-of-friends on this latest west coast trip As I did 2 hours of yoga with an anon from the DMs, it dawned on me this ‘modern friends’ concept is very powerful
Tweet media one
3
0
36
@NpappaG
Nick Pappageorge
3 years
So good to see the twitterati again at last night's tweetup young ones don't know, but before @singareddynm @HipCityReg and @mikedemarais took the lead circa 2018, there wasn't anything like this in NYC
1
2
32
@NpappaG
Nick Pappageorge
2 years
while you were out partying I studied the chain
5
1
33
@NpappaG
Nick Pappageorge
3 years
the Delphi degens do Denver
Tweet media one
0
2
36
@NpappaG
Nick Pappageorge
7 years
That feel when your Mom should be running a crypto hedge fund
Tweet media one
2
2
36