There's two patterns that I've noticed in crypto founders who start companies in other spaces: 1. Aggregator startups: Outside of crypto, there's still alot of opportunities to aggregate - open router is a great example. 2. Global distribution (even if it's not on crypto

Very bearish on any companies that name their AI product with a human name.

"Regulatory arbitrage" feels like a harsh and condescending word. The reality is that pretty much any product that touches compliance, finance and money are commonly "regulatory arbitrages" in it's early days. Examples: - Deel: Before Deel, hiring people in different countries

In the future, new users who come onchain will just have one wallet. This isn't the case today for two reasons: 1) Different chains, which will be addressed through bridging. 2) Privacy concerns (ie users creating multiple doxxed and undoxxed wallets). Eventually, transactions

An AI agent that connects to your Github/Google drive and automatically files patents on your companies behalf.

Would highly recommend Kevin to any of my founder friends :)

US regulatory clarity means we'll see a bunch of incumbents with existing distribution launch both chains and stablecoins.

Stock tokens Stock coins Tokenized stocks

"Crypto" has produced: 1) The 6th largest asset by market cap in the world (Bitcoin) 2) A digital dollar that banks the unbanked (USDT/USDC) 3) A website that gives you the truth before the media does (Polymarket)

So many ideas in crypto that were simply too early, but were directionally correct. Prediction markets: Augur -> Polymarket Fixed lending: Element -> Morpho Stablecoins built off of non USD collateral: Terra -> Ethena Cheap/fast chains: EOS -> Solana/Base

26 days until my first marathon!! Rough rules I've set for myself: 1. Wake up early (ie 5/6am) everyday, given that the race starts early. 2. Eat healthy. 3. No alcohol. 4. 4/5 runs a week. Onwards 🫡

Zooming out: Privy and Bridge are both incredibly well deserving teams that have built useful crypto products, and legitimized our industry.

Introducing Tech Bro Tarot 👾 Ask a question, pull a card, let the roast begin Oh and this was 100% vibe coded

Glean <> Cursor are bigger competitors to each other than you might think. PM's / designers can just use MCP's connected across Figma/Linear/Github/Ampliude/gdocs etc.

Ease of coin issuance (ie @'ing a handle) is not a value prop imo. Convincing coin buyers to buy/invest/speculate/hold coin is much more interesting. Other than aggressive buybacks (aka Hyperliquid) what else has worked?

V1: AI apps that are primarily image based inputs + OCR. V2: Real time, live IOS apps It will first be CalAI, but eventually will be CoachAI.

Stablecoins: Your take rate is my opportunity

PSA: If you need low cost, high volume $USDC on / off ramps for your startup, Coinbase Business is live in alpha and serving our first batch of US customers No fees to convert between USD and USDC, no fees to send crypto on most chains, including Base and Solana , and super high

Super excited to unveil what we're working on! There are lots of ways to build borderless and novel stablecoin applications... but fragmented last-mile liquidity is one of the biggest hurdles 🧵 👉Checker.finance 👈

Introducing Onramp API 🎉 Now users can buy crypto in your app using Apple Pay without any widgets, pop-ups, or extra steps! Our launch partner Moonshot is already live - a great example of how you can create a magical UX with natively integrated onramps in your app.