turns out the best use case for Token Curated Registries isn’t popularity contests, it’s killing people off in CTG

I occassionally get hate for being ex-TradFi / JPMorgan / Jamie Dimon army.

Living in a broken world is where you start to dream of a better one.

Guess what? You can be a "non-technical" VC and still read the developer docs before taking a founder pitch meeting.

% of crypto VCs who don't even look at a project's documentation once before cutting a check is absurd... 

and explains a lot of the stupidity you see out there.

The path is wide open for a public offering from my POV, though I obviously don’t know of any concrete plans. But I’d bet good money they were approached during the SPAC high times.

Always shocking to me that every JPMorgan earnings call forgets to mention they own ~10% of Ethereum's most critical infra.

Analysts will look back at their Metamask / Consensys deal the same way they look at Masa / Softbank's Yahoo deal today... a life raft carrying them into the next wave: crypto.

Partner @ Pantera Capital
serving the best crypto builders in the world

Franklin

@franklinbi