Stuti
@stutireal
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Partner @Triton_xyz 🧜♀️ fka @Krakenfx Ventures. Crypto, VC, Stablecoin Maxi, Open Source Maxi, 😊 Past Life: robot cars and @CarnegieMellon
san francisco and berlin
Joined January 2014
1/ On becoming Partner at Kraken Ventures > It's all about the founders. 🧵 I am happy to share that I am now Partner at @KrakenVentures . Being trusted as a Partner at the independent VC firm linked to one of the most respected, cherished, trusted, OG orgs in crypto is an honor
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But you know what’s ‘waymo’ fun? Driving 100mph+ down I-280 while watching the fog roll through crystal springs reservoir 😍 (not that I’d ever do that, officer)
Exciting expansion! @Waymo now serves the whole SF Bay Area Peninsula from SF to San Jose and is taking riders on freeways. https://t.co/fNgqQtHB7b
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is san francisco under Sharia law these days? @granawkins' post sounds unserious, but when I (a girl btw) wear a skirt and heels in SF, men actually do stare as if I'm in the middle east, not america
from first principles, this is an outrageous outfit for a professional interview with a ceo.
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heading to Buenos Aires for @EFDevcon today! Please find me to yap about: -Stablecoins and Payments 💵 -DeFi 🏦 -Emerging cryptography 🔐 🧖♀️ Bonus: Now that I know that crypto x sauna enthusiasts overlap —- > if you want to drop alpha when we meet, also share with me your
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“An asset is only as safe as your ability to exit. ” — @DeFiDave22 But, You: Large redemption events spook you from entering the market. Me: Watching a protocol gracefully manage large redemptions during market volatility makes me more bullish than ever. That’s why I
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After crusading stablecoins for years, I feel I can finally just be “Stuti” instead of “Stablecoin Stuti” (it’s cleaner that way) But I’ll never stop yapping about stablecoins! While in Buenos Aires for @EFDevcon I’ll be speaking @stable_summit on November 19th Come meet me
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Have you been personally victimized by my takes on Vaults, @MorphoLabs & Defi? Then please come take it up with me during DevConnect Argentina at @Vault__Summit on Nov 18th! (also whether you loved or hated my take - were you down with the kitchen puns? B/c I'll cook up some
Folks: Morpho is the kitchen not the chef. If you don’t like the meal, don’t blame the kitchen. @MorphoLabs is a permissionless platform that vault curators come to cook on. And @PaulFrambot is right. Morpho’s isolated vaults worked as designed in this stream finance xUSD
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Heading to Devconnect Buenos Aires next week! Instead of meeting for drinks at night, can crypto move towards an industry standard of sauna gatherings instead? We gotta be banya / bathhouse maxxing!
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The recent events on lending markets is a testament of the @MorphoLabs design strength. As @stutireal points out, Morpho is an infrastructure for curators. It is not the product. Both our Prime and High Yield products are based on Morpho. And Morpho is a great tool allowing
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Folks: Morpho is the kitchen not the chef. If you don’t like the meal, don’t blame the kitchen. @MorphoLabs is a permissionless platform that vault curators come to cook on. And @PaulFrambot is right. Morpho’s isolated vaults worked as designed in this stream finance xUSD
A vault is comparable to an onchain fund, and just like traditional funds, some will perform well and others won't, but this is what we must accept and mitigate if we want to build a truly open and decentralized system. The fact that only 1 out of ~320 vaults on the Morpho App
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This One Weird Trick to Create Moats around Stablecoins I've scanned 200+ stablecoin decks. Most chase yield. Few build moats. Here are the 3 categories I bucket every pitch into — and which one i'm most excited about right now The unlock I'm looking for right now? A design
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ChatGPT and AI is changing the SEO game. Consumers are increasingly relying on AI clients rather than search engines for information. Congrats @MACKATTAQ for launching @GeostarAI - preparing marketers for the AI Era https://t.co/gNY4wmIXsM
venturebeat.com
Geostar is replacing traditional SEO with AI-powered GEO agents that help businesses get discovered across ChatGPT, AI search, and the post-Google web.
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5/ This framework helps me cut through the noise and focus on high signal projects with sustainable value What key evaluation criteria am I missing? What do you think?
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4/ The 3 Key Questions 💡 Now we boil this down to 3 final questions: 1. What are the project's unique strengths from A & B? 2. How deep of a "well of liquidity" can form under these strengths? (i.e. can have a unique stablecoin with shallow well, or common design with deep
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3/ Bucket B: The Smart Consumer View 🧠 This is what a 'DeFi native' might ask: • Composability: (My #1) Can I leverage this across DeFi? • Incentive Engineering: Where's the juice? Organic yield, points, etc... • Risk Profile: What are the underlying risks (smart
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2/ Bucket A: The VC Edge 🎩 This is information i'm privilege to pre-launch. I gather asymmetric evidence about a team's unfair advantage I diligence for whether a project has an unfair advantage in the following categories: •Team: Is the team exceptional? X-Factor.
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