Crypto's private market activity fell about 70% in 2023, making it a great year for VCs that remained active, and despite the fall, was still 2.5X higher than 2019 & 2020 (h/t Thomas (Tom) Lee (not drummer) FSInsight.com's FS Insight)

Brad Gerstner (Brad Gerstner) & I experimenting with a Podcast called BG^2. Check out episode #1. Let us know what you think. Love feedback. Spotify: open.spotify.com/episode/5X84Tb… Apple: podcasts.apple.com/us/podcast/bg2… YouTube: youtube.com/watch?v=Wu_LF-…

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Our Q4'23 and full-year 2023 update is in. Read the full shareholder letter and tune into our earnings call: investor.coinbase.com

Bull case on why we are early from $COIN earnings 1) Last cycle, retail volumes 35x from trough to peak. We are 3x from trough and 80% below peak 2) Retail growth largely from existing pro users trading more. Normies not in yet 3) Inst. volumes & take rate show funds coming in

$COIN bulls, note recent dilution: Market cap is 10% from all-time highs. Share price needs to rally 50% for same 👀

The State of RPCs (Based on Last Week Data) - @QuickNode is the fastest RPC Provider with an average response time of 107 ms. - POKT Network have 2x better response time than leading provider Infura with 0% failed calls. - Blockdaemon 😈 is the worst performer right now.

2x better response times than leading provider, Infura, with 0% failed calls. THIS is why you should under-dePIN your RPC service with POKT Network. Thanks for the s/o VD !

First DePin project on Artemis: 👀 - Fees: $85.5k in March '24 (~$1m fees run rate) - Revenue: $2.9k in March '24 (~$35k rev run rate) What other DePin metrics and projects do you want?

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What was the most profitable software company in Q1 2024? Ethereum. Ethereum generated $370m in profit on $825m in revenue for about a 45% net income margin. The chart above shows both the historical performance & also explains how web3 blockchains like Ethereum generate

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. In Feburary, Microsoft grew 2% & Amazon lost 2%. Google is also taking share - 1% in the last year. A one percentage point share shift represents

Cooking up something things Grove 🌿 on top of POKT Network. Check out our call-to-action if you want to get involved: x.com/BuildWithGrove… #DecAI #DecentralizedAI

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Interesting observation from a pioneer OG #crypto analyst/investor Chris Burniske on the dApp pipeline. By my estimation, Daily active addresses should reach 20-30 million in 12 months time based on current growth rates. This implies 200-300 million MAUs and potentially 1 billion in

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Austin Barack Helium🎈 Livepeer The Render Network Forgot 1 - POKT Network + not 1 holder > 10% of supply - what other networks can claim this?

Weird, you can't seem to access your own assets to sell them or to buy more of them. If only there was a solution to this that didn't require trusting a 3rd party... downdetector.com

Blockchain adoption is broken. It’s time for a new model. Santiago R Santos is launching a custom Avalanche L1 to bring businesses on-chain—not through speculation, but through acquisition & transformation. Here’s how @Inversion_Cap is making it happen👇 avax.network/blog/inversion…