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donn

@donn

76 Following
55 Followers
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Jesse live from Farcon Asia 🫡
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I don’t really wanna tweet but needa keep my streak alive..
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600+ side events is wild. That’s what I call PMF.
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There is a "Poe's law" equivalent in crypto: it's impossible to tell if someone is posting a dumb investment thesis because they're actually dumb or if they're just desperately shilling their bags
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Don’t forget to take some time to wander around and have fun if you’re headed for Singapore. It’s a beautiful country!
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“Gamblefi” discussions are bit of a distraction. The most dominant crypto-gambling site is Stake(.)com by far but no one talks about it because there’s no token to shill.
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The fav side events are those which are quiet enough so I don’t need to shout to talk to other people lol
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quick life update: I've recently joined Brevan Howard Digital to invest in liquid tokens. Markets down bad but never a better time to invest in the best liquid teams! will also be at #TOKEN2049 🇸🇬. DMs open for kopi 1-1s with liquid token teams :)
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Biggest problem crypto faces is proper incentivization. In traditional startups, you need to create actual value (i.e. revenues & path to profitability) in order to IPO, which usually takes 5-10y. In crypto, token projects typically have a 1y cliff + 2-3y vest. As team tokens are unlocked + if there is a strong speculative premium on the token, many teams become millionaires overnight and lose motivation to build. (hence backing mission-driven teams is crucial) Some ppl suggest KPI-based unlocks, eg unlock 20% of team tokens when they hit $100M TVL/volume/rev etc. But this doesn't really work because it's easy to game KPIs eg by insane token emissions or boosting marketing unsustainably. KPIs can always be gamed. Another idea is for all tokens to be unlocked from Day 1. But I don't think this works either as teams will just optimise for marketing and sell at every pump. And the final way is to lock tokens for 5-10y (similar to IPO timelines), but obviously no VC will fund this due to VC fund cycles.
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Don’t worry folks, uptober is in 23 days
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oldy but a goody, pied piper goes for an ICO https://www.youtube.com/watch?v=dPntD_Wpmdo
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@donn
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Twitter timeline sentiment feels like an all-time low
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10 Moxie Passes available — mint yours to get access to Moxie, use Farcaster Fan Tokens, and more! cc @betashop.eth @airstack.eth
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How is "Breakdancing" an Olympic sport? I'd rather add Squash, Padel or even dare I say.. Pickleball
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Schrodinger's portfolio: if you don't look at your portfolio, it is neither zero or ATH. 🐈
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this @aoTheComputer has quietly accrued 115k stETH (~$400M) farming $AO emissions Currently you get ~18 $AO per year per stETH, or 26-52% APY assuming $1-2B FDV on $AO.
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Pretty crazy that Donald Trump is on Logan Paul's podcast Impaulsive what a time to be alive
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The #1 PMF in crypto is actually crypto infra The infra is the product, the VCs are the customers 😶‍🌫️
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Trying out surveys https://www.weponder.io/surveys/1585
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