New video of the founders face just dropped Joining the ranks of zro and blast

DCF Cap Seeded 🤝🤝🤝 After seeing Thala become the powerhouse of aptos defi, we had to be part of their incubated lending market Echelon is already off to a great start - congrats on the raise sers

Fantasy update: #1-5 in bronze are all playing dcf #1-5 in silver are all playing dcf #1-9 in gold are all playing dcf Even the uncapped elite tournament #1 and #2 are playing dcf despite being a 2 star card 🤝

Big surprise for me investing in crypto from web2 is how often founders misunderstand / cheat the purpose of vesting Example: Project has 2 co founders, each have 10% ownership, token vests linearly over 4 years. A founder leaves 1 year in. In web2 that founder would leave with

Don’t play dcf in next fantasy tournament 😉 Or ever for tactics - too overwhelming to deal w multiple things

Okokokok we won’t game the debuff Play dcf for fantasy 🤝

Telegram clicker games were trading at huge FDVs just a few months ago Even the highest quality ones have been down only Problem is clearly value capture. They have great user numbers, but making money from those users and delivering that to token holders is the hard part. IMO

DCF Cap seeded 🤝🤝🤝 Probably the most controversial bet we've made Intimate AI companions are inevitable, and the competition has mostly just been surface level tech demos Crypto is obviously a good fit here as it's a purely digital good and users likely don't want to

The Initia 🪢 x Anata collab is looking great They humanized their brand and even incorporated the project’s dog Now when they get on investor or community calls, or make announcements, it doesn’t have to be a blank screen If any other project wants an on brand anata,

2) i

nice to see YES (real) premium growing again during that last eth dip this basically went to no premium, which is a great time to buy and loop as price literally can't go lower (unless exploit), and each loop is maximally efficient they're about to become much more than just

Lawyers and Liquidators, the two biggest Ls in crypto

looks like penpie is being exploited, remove funds asap

Penpie exploiter sold $7M of rsweth and it barley depegged Buy and redeemers already showed up to bid it back Remember when there was tons of fear that these lrts would cascade? Now that most of them have real redemption functions, liquidity isn't as important because market

penpie exploiter farming the lifi airdrop

Time based unlocks are a vestige form non crypto startup venture investing These businesses didn’t have liquid tokens on day 1, so vesting based on time was fine as it had 0 impact on the valuation of the business, trading, its ability to grow, etc. Crypto has always needed