Two solid presentations from
@a16z
’s annual Summit event. Real Estate and Insurance are two huge, antiquated industries. Excited to see what's to come in these areas!
I've been super impressed with the
@SetProtocol
team and their
@tokensets
launches. One of the best DiFi products I've used to date (both UX and actual usefulness). They make it seem inevitable that all baskets of assets (i.e., ETF-type funds) will run "on autopilot". 👏🏼👏🏼👏🏼
We've launched performance benchmarking on
@tokensets
🚀
Now you can:
✅ Compare against benchmark assets (ETH, BTC)
✅ View how rebalances affect performance relative to benchmark lines
Check it out on !
Can you design the world's most powerful stove and secretly add 1.4 terawatt hours of battery power to the grid?
Founder
@sdamico
thinks so.
Episode 27 of S³ featuring
@ImpulseLabs_
Dear the next generation of tech founders,
Thank you for bringing the vibes back. There was a 5 year winter where people were boring. Robotic even. Afraid to have opinions and afraid to have fun.
You do you. The Gundo is the future.
Best,
A 38 year old dumbass
"It’s called tribalism when we think of it negatively, but it’s called community when you want to spin it in a positive light." -
@soonaorlater
Great conversation between
@laurashin
and
@soonaorlater
on the misuse of 'decentralization' and tribalism.
I'm extremely optimistic we'll see better CPG products dominate in the food and beverage space. I've thoroughly enjoyed
@ryan_caldbeck
's tweet storms on incumbent CPG "innovation" or lack there of. Here's a running list of trend and products I've seen. Thread 👇🏼
@atomicform
provides a bridge between IRL and
#NFTs
, and may just have the building blocks for a web3 operating system. 🎨 More on why we invested by
@_samcampbell_
:
One (of the many) reasons I love the
@a16z
podcast is there are no long intros, no ads, no chit-chat. Just outstanding content delivered in a timely fashion.
So you’re telling me:
There is a provably scarce and credibly neutral digital asset.
In which 3/4 of the holders basically never sell.
That just now has a convenient investment vehicle to give access to $10+ trillion of wealth.
In light of the global reserve currency
@soonaorlater
again with the 🔥
@tokendaily
subject line. I've been saying, "don't @ me" all week to my wife when she's mad at me.
(P.S. It doesn't help diffuse the situation)
“LayerZero solves an acute pain point for web3, supporting mainstream applications that gives users the ability to move seamlessly across blockchains.” -
@_samcampbell_
on why we invested in
@LayerZero_Labs
👏
Today, I’m introducing
@MainstreamLabs
, a modular & end-to-end platform for governance participation.
Here’s my Mirror article to tell you all about it: ; go sign up for the beta at !
@nic__carter
Since you’re the defacto proof-of-reserves evangelist, I thought you'd be interested in a lightning talk (2 min) by
@calibra
at the Stanford Blockchain Conference last week.
Sharing a bit more about Reflect Orbital today.
@4TristanS
and I are developing a constellation of revolutionary satellites to sell sunlight to thousands of solar farms after dark.
We think sunlight is the new oil and space is ready to support energy infrastructure. This
1/
Saga is thrilled to announce the close of our seed round, raising $6.5m at a $130m val from a community of dream investors & partners.
We're also opening our Innovator Program for devs to build the next 1000 chains in the multiverse. Details next week!
@coincenter
Thanks for the pocket-size whitepaper! Worth every sat. Keep up the great work
@NeerajKA
and team. Get yours here while supporting a worthy org:
Another excellent episode of Venture Stories from
@villageglobal
and
@eriktorenberg
.
@gabebassin
and
@TaylorPearsonMe
discuss some critical and timely financial topics including the massive Fed. balance sheet, underfunded public pensions, and a looming financial crisis.
A solid reminder from
@soonaorlater
in
@tokendaily
's newsletter today to know you audience, especially in crypto. Favorite quote: "Write like the success of this space depends on people outside of us adopting and using cryptocurrencies." 🤔
Sign up here:
Starship goes orbital.
Ethereum goes blobs.
Satellites reflect sunlight.
Chips go thermodynamic.
Robots talk and hand you apples.
Gold-medalist coders build coding AI.
And researchers pull elephant stem cells from skin cells.
What a week for the optimists.
Dear VCs,
Please stop congratulating your portfolio companies on being "
#42
on {random company}'s list of top 100 {best workplaces / most promising company}."
Sincerely,
The rest of Twitter
Created 5 DAI via
@MakerDAO
's collateralized debt position portal. Put my DAI and additional ETH on
@Dharma_HQ
for loan. 1 DAI has been lent so far.
#DeFi
is taking steps forward.
Synthesis (
@synthesischool
): AI-powered software that teaches kids math and science concepts through online strategy games. Led by
@chrismanfrank
"Education is too important to leave to school". I cannot wait to enroll my son when he's 7 years old!
We're excited to share that
@teddyfuse
has been promoted from Chief Operating Officer to President.
Bitwise AUM is now $700M, up 7x in the last 6 mo & team is growing from 13 to 21 (join us! ).
Great things ahead —
As technology evolves, "security starts to becomes more of a feature and less of a product".
Re. compliance standards: "frequently what they acheive is compliance, they don't acheive security".
-
@a16z
'The State of Security' podcast.
@HarryStebbings
💯 I always thought I was an introvert until I went to a social gathering with bright and interesting tech people. Turns out I was just around the wrong people 🤷🏼♂️
The broken hand-allocated, hand-priced IPO process consistently generates massive 1-day wealth transfers from the pockets of founders, employees, & investors. Today, $BILL gave-away $137mm. See what
@hblodget
had to say about "pops" at our DL conference.
"I hope that by the end of my life the world that I grew up in looks more like the Kingdom of Heaven on Earth then it did when I was born".
Godspeed 🫡🇺🇸💦
Our civilization’s growth and nature’s flourishing is contingent on symbiotic, adaptive technology
Ensuring both is mankind’s duty
Rainmaker is fulfilling this duty
Bummed that
@tokendaily
won’t be gracing my inbox tonight and tomorrow due to their (much deserved) OOO. Also, I have a 🔥 tweet lined up in hopes to make the ‘Tweet of the day’ next week 🤞🏼
Crypto folks (like
@nlw
) seem to have the best grasp of the lasting change that can occur from an event like COVID-19. Especially since the whole notion of crypto is built on an alternative reality in stark contrast to the status quo.
P.S. Podcast with
@EmersonSpartz
was 👌🏼
New narrative you'll start to see from some is that we're overestimating 2nd order effects, and that people will want to return as close to normal as possible.
I expect a period where people *try* to return to business as usual before realizing that simply too much has shifted.
Great article by
@nic__carter
on
@CoinDesk
about risk, capitalism, and bailouts. "The message is very clear: failure and risk taking is rewarded and encouraged."
Ending is especially 🔥
I was frustrated with the lack of quality information and unapproachability of crypto, especially for traditional asset managers. So I summarized my learning in a (hopefully) digestible, yet informative slide deck. Feedback is much appreciated!
@twentyminutevc
@jonathanhsu
Great episode! I'd push back on the loss ratio point. I recently came across
@fredwilson
's blog post on the topic. "So loss ratios are not really indicative of performance of a fund. That comes from the winners and how big they are."
“While Decentralized Autonomous Organizations (DAOs) are still in early stages, they have the potential to become a fundamental component of web3-native organizational structures.” -
@_samcampbell_
on why we invested in
@MainstreamLabs
@tonysheng
@soonaorlater
Only a handful of people will understand the TD subject line, but it makes it all the funnier! Literally lol’ed. And reinforces why folks should really be following both of y’all!
YC's latest 'request-for-startups' showing a mix of primarily deep tech & AI. Deep tech areas looking especially 🔥
@ycombinator
is a great indication of opportunities given the breadth of talented founders they interact with.
@DavidSacks
@balajis
At this point, I think the tech media is purposefully saying stupid things to drive engagement. I wouldn’t even think about buzzfeed if Balaji wasn’t (rightfully) dunking on them.
Congratulations to the whole
@lightspark
team! Thank you for advancing
#Bitcoin
adoption & real-world utility with
@coinbase
. 🫡⚡️
Consistently building regardless of market conditions pays off.
1/ Coinbase has consistently been at the forefront of crypto innovation, playing a crucial role in driving us towards mainstream adoption. It has been a pleasure collaborating with Coinbase’s engineering, product, and business teams to bring Lightning ⚡️ to
@Coinbase
in the near
@HarryStebbings
@FutureJurvetson
@twentyminutevc
Can't wait for this episode to drop!
Q: What has inspired his obsession with space, and how does he approach deep tech investments that differ from traditional VC investments?
@HHorsley
Huge congratulations to you and the team! It's been incredible to see (& benefit from) the tireless work Bitwise put in to educate investors/advisors over the past 6+ years. Thank you 🫡🙏
1/ The ‘blockchain not bitcoin’ narrative is one that never seems to die. A thread on why this narrative (usually said to sound intelligent) shows a lack of understanding of crypto (actually makes you seem opposite of smart). Thread👇🏼
@balajis
has been at least a few weeks ahead of the curve with extraordinarily relevant and factual information. He's a must follow.
@eladgil
another phenomenal source.
[Trend] Animals eating what they are suppose to eat (i.e., grass-fed cows, wild salmon, eggs from grass/bug fed chickens [i.e.,
@vitalfarms
]). Products taste much, much better and its shocking to see the different vibrancy of color. 🐄🎣🍳
Exceptional group of companies materially moving our country forward 🇺🇸🇺🇸🇺🇸
Talented, mission-driven founders, tackling the most ambitious problems.
A few of my favorites 👇
The American Dynamism 50 companies are tackling pressing challenges across aerospace, defense, energy, and more in pursuit of a more prosperous America. We hope the ambitions of these AI companies inspire optimism in America’s bright future.
"We invested in Saga because its protocol for automatically provisioning application-specific blockchains provides ease of setup, sovereignty, and scalability" -
@_samcampbell_
on why we invested in
@Sagaxyz__
@NeerajKA
@nic__carter
Skeptics: Bitcoin is a scam and is worthless.
Also skeptics to skeptics: Bitcoin has the potential to dethrone our global power and must be outlawed.
Being too early is the same as being wrong (
#COVID19
edition): I stocked up on perishables and non-perishables about 10 days ago.
Perishables all seemingly expire within the next week, and my wife won’t let me near Costco since I’ve bought so much already.
Privacy will become a significant issue as the pandemic grows. It might be the most significant force for individuals to start to care about privacy finally. (h/t
@nlw
)
Once the government gets this data, they're never giving it up.
Mark my words, airline (and other travel) records will be available for use by law enforcement without a warrant long after the coronavirus situation is over.
I'm continually fascinated by existing and new decentralized protocols. Seems like this is clearly the direction tech is headed.
"It might take 10-20 years, but as blockchains scale every centralized service can become a monetizable decentralized protocol." -
@balajis
Really enjoying
@a16z
's new weekly podcast covering a few of the week's top headline with their insightful perspectives. Lots of good content packed into each pod that's under 20 minutes.
@vcstarterkit
@hunterwalk
VCs: Congrats X [company/founder] on Y [milestone]. I knew X would be successful from the minute I met him/her. I wrote the first check, which now means I should be regarded more highly. This tweet somehow became all about me, which was the whole intention from the start.
Big moves in oil markets.
At the same time COVID-19 is dragging down demand, Saudi is *increasing* supply.
"That’s the oil market equivalent of a declaration of war"
Hard to fathom all the ways COVID is impacting markets and systems.
Working at an endowment, I get a lot of personal questions about long-term financial planning. I finally created a presentation with
@BeautifulAI_
to aid in these conversations (which is an awesome product btw).
@teddyfuse
Your ‘You've been kidnapped. Your kidnappers allow you to keep tweeting to pretend everything is alright. What would you tweet that would alarm your followers without the kidnappers knowing you're asking for help?’ tweet:
“The Golden Gate is an amazing and underrated bridge!”