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Camilla

@camillionaire

883 Following
418 Followers


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Camilla
@camillionaire
Just a reminder that we have *barely* come up the stack in web3. The app layer is still the ONLY place where people interact w technology. Most of our innovations and development are still happening at the infra/platform layer.
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Camilla
@camillionaire
Tokyo is always a good idea 🌸
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Camilla
@camillionaire
Crypto pretends that we've figured out the difference between equity and tokens but we really haven't. If a project has both equity and a token, what are you actually investing in? Where does value accrue?
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Camilla
@camillionaire
I have infinite respect for the male ego when founders will deadass be like: - no product - janky deck - some vision of AI agents onchain - no prior experience - no team - targeting $500m val seed raise
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Camilla
@camillionaire
Who are the best token economics design consultants / groups?
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Camilla
@camillionaire
The best VCs are lowkey actually the infrastructure operators and staking providers. They're real businesses with real revenue providing real services, and have early stage L1/2/3 token allocations that VCs would kill for
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Camilla
@camillionaire
🔵
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Camilla
@camillionaire
Remember: people experience technology at the application layer. We are not yet at the application layer. Most people have not (*cannot*) experience blockchain-based applications yet, they can only really buy tokens. Everything else is in prod. (except of course, this app)
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Camilla
@camillionaire
The indisputable peak of tech hardware design
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Camilla
@camillionaire
Crypto is not an industry, it's a horizontal technology that is experienced by people only at the app layer. We are in the early stages of maturing from our selfreferential subculture into independent industry verticals. You can tell it's happening bc ppl who “work in crypto” have less & less in common rb.gy/nerte5
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Camilla
@camillionaire
Successful crypto venture investing requires a unqiue understanding of crypto specifics and eccentricities. What worked in trad tech investing "I like this founder and this idea" just doesn't translate into crypto. We trade on attention, not on fundamentals.
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Camilla
@camillionaire
The cool thing about opensource crypto is that innovation can come from anywhere. Eg. we have @redphone to thank for a little experiment that is now BRC-20
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Camilla
@camillionaire
The funny thing about being a VC is you have no idea if you're actually good at your job for 5-10 years. There are some signals of course, but a fund is really just a pool of capital with a brand on the door.
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Camilla
@camillionaire
I’ve worked with nearly 40 founders in crypto over the last 6 years on creating and growing their brand. Very few of them understand what “marketing” even consists of, not to mention how powerful it is for growing their business. 🧵 ⬇️
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Camilla
@camillionaire
Aside from wallets and exchanges, what "crypto dapps" do you actually use regularly in addition to Warpast?
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Camilla
@camillionaire
It would be a really fun braggy flex thing if we had "member since" or "date joined" on our profile, like on twitter cc @dwr.eth
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Camilla
@camillionaire
Sort of wild how inefficient and opaque the market is for compute (ie. matching validators to networks). You'd think that in crypto aka the "tokenization/ marketization of everything" industry that we'd have solved this by now.
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Camilla
@camillionaire
Does anyone need a fantastic Project Manager/ Chief of Staff type person for their team? A friend of mine is an incredible operator, based in Lisbon, and looking for her next thing. Worked in agile teams in early stage tech her whole career.
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Camilla
@camillionaire
Warpcast feels more like a crypto group chat/ forum board focused on discussion and updates just for us, whereas Twitter seems like it’s maximizing for pithy hot takes and engagement farming
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Camilla
@camillionaire
We don't need more L1s and L2s, we need applications that are usable by someone who isn't a pro gamer with an engineering degree.
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