0xLouisT
@0xLouisT
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Investment Partner at @L1D_xyz Disciple of History. Seeker of inefficiencies. Opinions expressed are my own.
Joined April 2021
POV: you're savoring a quiet meal and the Mediterranean sun in a picturesque French village… when a group of Americans walks into the restaurant
@AviFelman Every summer now Americans descend in their millions on Europe, huddled in their tour groups, terrified by the stories they heard on Fox News of no-go Muslim cities like Paris, of pickpockets on every corner or of hotels without AC. I can see why it's not cool anymore.
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Founders, if you want your tokens to stop going to 0, please stop TGEing pre-PMF & pre-revenues.
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Tldr: bet on ethical founders. (yes I know it's obvious; most don't do it though).
The problem with the VC model is that :.- there is little to no oversight.- startup accounting is very basic, nobody really checks deeply how funds are spent.- investors have almost no decision rights.- investors play a numbers game and focus on their winners, so they have no.
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The problem with the VC model is that :.- there is little to no oversight.- startup accounting is very basic, nobody really checks deeply how funds are spent.- investors have almost no decision rights.- investors play a numbers game and focus on their winners, so they have no.
Honestly, it's a joke how many Web 3 startups we invested in back in 2021/2022 have quietly shut down without even informing their investors. As if such a quiet rug is the acceptable practice. At least send a sorry, good bye and thank you email FFS.
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Great example of the Streisand Effect in action. Wishing you the best for your next venture, Gemini intern!
@inversebrah We’ve been quality assurance testing all day, deleting and re-downloading the app to make sure our users have the best possible experience. This is what the trenches look like.
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Bullish founders staying heads down building instead of chasing short-term DAT hype (few)
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Massive, congrats Pendle team.
$10B TVL. A milestone years in the making for @pendle_fi. From a niche experiment to a cornerstone of DeFi, and it’s all thanks to you, our community, our Pendies. This isn’t the finish line. It’s proof of what’s possible when conviction compounds, just like yield. Job's not
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RT @L1D_xyz: High integrity teams that ship relentlessly in crypto are scarce. @SquadsProtocol is one of them.
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Users >> tech. Crypto protocols are becoming (slowly but surely) real businesses. Those still stuck in the tech & narrative meta are going to have a hard time and will slowly trend to 0.
it is evident that we are at a point in the industry where the tech doesn't matter as much as the users, and the consequent ability to generate revenue.
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I've had several interactions with the PoP team in the past, and some of the feedback I've shared still feels relevant (though some is being addressed in this post):. 1. Fully onchain isn't a selling point. Most players don't care. In gaming, onchain primarily is a regulatory.
Pirate Nation: The Next Chapter. It’s been an extraordinarily busy time here at Proof of Play. For the last few years we’ve shipped hundreds of weekly updates and proved our tech in Pirate Nation. Our team has grown and evolved, added an entirely new line of business with vRNG.
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Tracking memecoin launchpad market share is this month’s equivalent of betting on hamsters.
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By now, there are probably more Solana memecoin launchpads than actual memecoins trading above $10m FDV.
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If you care about your tokenholders and want to signal it to the market: have a look at the Token Transparency Framework! 👇.
0/ The fourth cohort of the Token Transparency Framework is LIVE. Joining the initiative:. - EtherFi.- Fluid.- Marinade.- Wallet Connect.- Horizen. Each is raising the disclosure bar. Let’s unpack the material segments.
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This one single trick they don't want you to know about 🤫.
If you get pitched by a liquid fund that has outperformed BTC YTD, the most important questions to start with are:. - What is your initial and ongoing DATs exposure?.- Describe your valuation policy?. Based on the responses, the meeting should end or get really interesting.
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There’s a common misconception among altcoin teams that a DAT is some kind of magic trick to save a dying token. In reality, a successful DAT needs two things:. 1. Fundamentals. TradFi isn’t buying ZK or DA promises, they want hard numbers.2. A CEO with a strong TradFi brand. If.
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You know it’s bad when "at least it’s not ICP" becomes the defense for your project!.
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Lots of similar announcements lately. Seems like teams are finally realizing that:.- fundamentals matter.- sharing revenues with tokenholders might be a decent way to stop their tokens from going to zero.
Chainlink To use Revenue To Form $LINK Reserve, With Tokens Bought Off Market: Blog. Lmfao. 🔗
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