Sam
@ReliableNarr
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Partner @bigbrainvc | views expressed here are my own.
Joined October 2011
Historically, the moment people start writing manifestos about how all of crypto is a scam tends to be a great time to actually build stuff.
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Despite what the market tells you, @Pumpfun is still pulling in $1M a day in revenue consistently (above Hyperliquid this weekend). Rumors of PFs demise and indefensible creator demand seem to be highly overstated.
We just pulled 12 weeks of @Pumpfun user data, and the weekly retention numbers are pretty interesting when you compare them to Web2 norms. Here’s the rough benchmark for Web2 consumer apps: 1. Fintech: Week-1 retention: 10–15% 2. Gaming: Week-1 retention: 7–12% 3. Consumer
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We wrote about the quantum threat to Bitcoin/ crypto almost 2 years ago and it is more relevant than ever. Most of the community disregarded the threat as an improbable 50 year problem but this form of complacency is dangerous esp. with how complex a solution can be to implement.
bigbrain.holdings
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feels like the right time to say this: in 1933, the US made "hoarding" gold illegal and forced people to hand it to the state at a fixed price. less than 100 years ago in a country built upon the principles of things like property rights. there's a potential future that's not
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Consensus markets drive investors to become momentum traders and further incentivize founders to optimize for that consensus. ♾
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The road to AGI. The founders of @fortytwo lay out why they have a big breakthrough with its decentralized AI that will get to AGI faster than the "big" LLM companies. Decentralized "swarms" of AIs working together is a big idea and will lead us to faster learning, lighter AIs
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It seems everyone is calling tops in every market. 🧐
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A very compelling foundation laid out by @balajis for why privacy is important now and going forward. Worth listening to the whole pod.
The three eras of crypto. Proof of work: 2009-2017 Programmability: 2017-2025 Privacy: 2025-203X https://t.co/YIpJN2OMZo
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Benchmark and Ribbit coming back to crypto in earnest is very interesting. As highly respected Web2 VCs they are showing a lot of conviction/ optimism whilst being val insensitive. Seemingly aspects crypto-native investors are losing.
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Here's what I would do if I was a young person trying to break into VC: Write. Short writeups, on Twitter. Not generic market philosophical thinkpieces, because those will be assumed to be AI slop or regurgitated research. No one will read it unless you're brilliant, which
I’ve been chatting with young people trying to break into VC so sharing what I generally advise: - To make the best impression, don’t ask VCs for coffee, send them *good* deal flow instead - Bad deal flow is worse than sending nothing. If you don’t know the difference, absorb
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Long-Term Holders have offloaded 405,000 BTC in the past 30 days 🧯
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A decentralized network of permissionless nodes just beat the top closed sourced models on multiple key benchmarks.
Announcing Fortytwo’s Swarm Inference A decentralized AI architecture that outperforms the top frontier models from the biggest labs: > ChatGPT 5 (OpenAI), > Gemini 2.5 Pro (Google), > Claude Opus 4.1 (Anthropic), > Grok 4 (xAI), > DeepSeek R1 (DeepSeek). Thread ↓
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Thanks for the shoutout @MikeZajko! We've been one of the most active funds since 2022, especially in the depths of the bear market while many were pulling back. I firmly believe the best teams and projects exist in any market env. and cycles are irrelevant in early stage
@daofive @tekinsalimi @buildwithMV @fenbushi Similarly, funds that made fewer early-stage bets saw meaningfully lower failure rates, while high-volume portfolio construction was far more likely to lead to write-offs. Making @BigBrainVC low failure rate amongst portfolio companies despite a large portfolio more impressive.
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> be Fortytwo > small team, 10+ years in AI R&D > big vision: what if intelligence could emerge from many connected models, not one giant one > write a paper, call it “Self-Supervised Inference of Agents in Trustless Environments” > marketing brain says “just Swarm Inference” >
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Mega has been about the community from day 1.
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Live trading will become a spectator sport, an inevitable conclusion of hyperfinancialization and mirroring the same trajectory of videogaming and the multi-billion dollar esports industry. The outcomes of live trading are exponentially more competitive, high-stakes, fast-paced
Legend is the world’s first Trader vs. Trader arena. Trading is already the world's biggest video game - it’s time to make it multiplayer. Today, we’re proud to share that we've raised $1.5M in pre seed funding, from top-tier institutions and angels to build the best
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