brypto

it’s corny/consensus to dunk on VCs at this point but it is fascinating to see the conspicuous silence on both social ai agents and hyperliquid which are clearly the two biggest recent stories in crypto, that also happen to share the common thread of the associated tokens having no private rounds or allocation

i have my disdain for VCs too

but a lot of the good ones were successful entrepreneurs that have more capital than time now

the vast majority of those founders aren’t crypto native, though 🤷🏻‍♂️

building /juicebox | product marketing & growth | prev. NounsDAO, RAW DAO | learning to code

i don't think FC is actively midcurving it, i think people just haven't heard of it or aren't familiar

occam's razor is that FC is simply midcurving HL

you probably don’t think about liquidity enough // it is what it is  // build value, not valuation

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1) not industry changing 
2) products aren’t highly differentiated enough 
3) they’ll happily let all the newfound wealth be their LPs

Yep, agreed on all points. 

Lot of respect for funds that just bought some of the coins