The amount of identity fraud on @telegram is bewildering. It’s been a staple of my crypto journey but getting to be too challenging to use because of this…

Inspo @TheiaResearch

1000x outcomes driven by strategic partnership announcements

The Eddington story of the fishermen (Hamming): “They used a net for fishing, and when they examined the size of the fish they had caught they decided there is a minimum size to the fish in the sea.” A word of caution in interpreting results based on the underlying assumptions.

Broke a Benjamin to get the 15% cash discount at my dry cleaner. I’m now in possession of 57 single dollar bills. Almost worth it….

Really need to stop talking about RWAs in terms of hypothetical value represented onchain and focus on the flows and composability with DeFi. Deployment much better tracker of adoption than marketing / distro

Had a breakfast this week comprised of tradfi folk uniquely focused on risk management (financial, technical, etc.). Ended up being the most productive 2 hours of my week. Still maintain tradfi will sell risk onchain but far from deployment.

Love my @rwasummit days each fall in NYC. Best kind of reunion.

Love picking up a book which serves as a visceral reminder that your college math/engineering classes actually matter in the digital age

Based on the ongoing pressure in VC fundraising, select companies are building “products” which are, in effect, shorts on founder equity. Others are building liquidity solutions for founders… curious to see how capital forms for these two, seemingly divergent, perspectives

It’s wild how allergic crypto is to duration risk. Seeing several companies build marketplace-style structured products. What’s interesting is that they naturally have greater appeal to HFs vs. private credit funds. Probably tough to scale, but very interesting

Would you rather A) issue a press release marketing machine or B) have a functional product, assuming you’re a start-up founder? Why?

Would you rather be paid A) 7% on cash and 20% “risk on” or B) 15-30% yield (depending on how much of your cash I used to fund risk) if you did not know what % of the time you’d be sitting in cash vs risk?

Lots of things getting tokenized. Demand still a looming question mark. 90-day interval funds and things of that ilk are meaningful innovations relative to typical 5-yr closed end fund structures. But it’s not enough for crypto kiddos who grew up trading equities / crypto.

Happy 10th birthday to ETH 🎉 And thank you @Dune and @EspressoSys for the lovely dinner and company of all the miami OGs 🌴 @Arnno39 @marianabernado @alysiatech @MeganNyvold @HalseyHuth @ggallixyz @PietroMoran @EricksonCC @nic__carter

Onchain capital seeking access to credit opps in ways I haven’t seen before. It’s a new world we live in.

Stealing a favorite line from another (favorite) Col(l)in: don't blink.

Nobody asked but number one kettlebell flaw I see is wrist break during cleans

Always blows my mind how much handicap parking tag fraud there’s gotta be in Miami

Multiple capital sources have term sheets out to cross-border pmts companies using stablecoins to facilitate instant payouts. Don’t get left behind while your competitors lock up $100M facilities.