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osama
@osama
seeing stark difference in approach/mindset in founders from 2020/21 who raised 4-10mm and now default dead vs those who raised recently or are starting something new despite 2020/21 founding experience. many in 2020 cohort not mature/nuanced and still trying to chase trends vs independent thesis about markets and conviction
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@apurvkaushal
the independent thesis you re talking about - may be those are early bets on trends itself? kinda not convinced this is still the case as most founders will launch tokens in bull market to get an exit (hence short term mindset) The VC ecosystem further perpetuates this during their due diligence.
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