Jonathan Moore
@jonmoore202
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advisor @tcg_crypto
Los Angeles, CA
Joined February 2020
In many countries, it’s difficult to send and receive money without losing significant value to fees and middlemen. Crypto offers a different vision for international payments and I’m thrilled to share our co-lead investment in @0xdirichlet & the remarkable team at @sphere_labs
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RT @MessariCrypto: In this State of Stables special, Messari’s @0xSynthesis1 explores the cross-border stablecoin economy with Arnold Lee,….
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RT @knowerofmarkets: I’m starting my own crypto native research firm over the next 2-3 months. Thought about this for a while and it’s some….
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RT @0xdirichlet: Come help us build at the intersection of what is basically Firedancer but for global fiat systems, frontier applied crypt….
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some of the smarter traders I chatted with believe we're somewhere between late S2 - early S3 for BTC. This makes me think tariff/ww3 dips are still for buying and we'll melt up by the end of 2025. Inshallah, we still pray for alt season.
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retail thinks $PUMP’s TGE will drain all mkt liquidity but multiple funds I spoke with plan to buy. They see real revenue, big plans, and fair pricing at $4B. Notable disconnect, let’s see who’s right.
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despite a few exciting exits and acquisitions, DPI has been weak across private & liquid funds. Macro headwinds + tighter capital mean FoFs and allocators are pausing. Cash is king, permanent capital and crypto-native endowments have the edge.
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product still isn’t the priority for many crypto VCs. It’s who’s in the round, how fast tokens unlock, and how to game distribution. Many are funding direct competitors. Feels like inflated FDVs and crime is still on the menu.
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tokenized securities V1 is setting up to disappoint. OpenAI already pushed back on Robinhood. It appears yet again we've gotten over our ski's and secondary transfer restrictions will limit what's possible. Synthetic long/short tradfi perps remains the instrument of choice, but.
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a lot of institutions were present, but it personally felt performative. BTC has crossed the chasm, but true conviction in the disruptive potential of stablecoins, payments, or crypto networks? Still lacking imo.
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HYPE is the most crowded liquid fund trade, but a lot of ppl missed the $9 entry in April. The most common excuse? Legal/reg risks and money laundering. Almost no one cared about HLP/Jelly Jelly drama or centralized sequencers.
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people are chasing AI & robotics, hoping crypto tags along. Expect frothy early rounds and overlooked crypto-native gems for those still paying attention. I personally don't want a Robot on a DePin network folding clothes in my house, but I'd bet it gets funded sooner than later.
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incredible week at @EthCC meeting with some portfolio companies and partners . very positive vibes, it's crazy what's possible when you don't drag everyone to Denver in February . a few takeaways from my chats.
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RT @blknoiz06: payments is one of the blatantly obvious usecases where blockchains are substantially better than existing systems. super bu….
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if he can repeat, I may have to move back. this is too good.
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payments don’t converge, they localize. another great update from the team @sphere_labs.
Skip the CEXs. Skip the friction. 💫. Every major network for you and your business.
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RT @maybe_cmeister: NGL @sphere_labs is by far the best product ive ever used in crypto, withdrew a reasonably successful lawyers networth….
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RT @TopoGigio_sol: The single greatest commercial success story from this era of Solana will be @sphere_labs . Crypto muses about disruptin….
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