I can count on one hand the number of crypto VCs with operator experience. Don’t get me wrong, there are a lot of great investors in the space right now. But too many funds write checks and too few help founders actually build. And it's holding the industry back. @neilhar

Your social status ≈ your college. Your college ≈ your SAT score. Your SAT score ≈ your SAT English score. Your SAT English score ≈ how much you've read. ∴ Your social status ≈ how much you read in high school. (Successive ≈s leak a lot, but still rather surprising.)

Big J

Tip for founders Google just launched Gemini Gmail. So now you can LLM search over your entire email history A lot of founders make asks of investors along the lines of "do you have connections at Company X?" Now you can ask your investors to specifically Gemini Gmail search

I’m with Haseeb that blockchains are really only useful for financial applications, but the good news is that financial applications are incredible and fascinating and we’re only just getting started with them

There is unlimited demand for intelligence.

The @andyyy pull up for a market download and clothing recommendations was a moment.

The way I think about this is there are two models people keep using to talk past each other. One is Haseeb’s model, which is basically revealed preference. The market already ran the experiment, and the only things that have worked at scale so far are financial. The other is

Avoid at all costs: - Expensive domain names - Large raises - Big team - Big office - Celebrity investors JUST BUILD THE APP

i’m extremely optimistic about the future of crypto i have an incredible partnership and a largely terrific group of founders and lp’s that i’m fortunate to work with that being said, i would estimate the rate of shady / sketchy / unethical people in crypto is at least 5x that

Now that L2s don't matter... I expect real innovation to kick in for crypto. Great teams will no longer be shackled to a confined narrative. Innovation sprawl in the next cycle will be fun to watch.

https://t.co/Gfc2MOhm6o

This letter was originally written for MFV’s limited partners and is shared in adapted form to give prospective partners a clearer view into how we think and operate. MFV Partners, As we’re writing this note, we’re sitting in East Asia. We’ve been spending time between New York

Sounds crazy- but I expect next gen of AI native companies to be even more Capital efficient than ElevenLabs

Kyle has been a force in crypto! We met before Aptos formed- and I could tell immediately- through his socratic diligence- that he would be the friend that pushes others forward in ways where analogies break ;) Can't wait to see what he does next!

It’s interesting how it’s always the low performers who have bad things to say about their bosses. Such a weird coincidence.

>be me >goated senior PM at Figma >tfw you've slaved away for 8 brutal years daydreaming nonstop about that juicy IPO jackpot >finally happens, Figma IPOs >but stonks nosedive like a lead balloon crashing harder than my spirit every morning >lockup period got me

Someone asked about tricks for meeting eminent people. I said the best plan is just to do really good work. Then you'll tend to meet them organically. In the worst case you'll see one whenever you look in the mirror.

Proud to share MFV’s investment into Bluff, leaning into our thesis that speculation drives innovation Why did MFV invest? Crypto casinos sit within the cross section of speculation, infrastructure, payments, trust and so many concepts blockchains were meant to solve. It is also

This collaborative philosophy is what put US on the map.

Kobe Bryant revealed that greatness is just doing the same “boring” thing longer than everyone else: