The memecoin season ran out of buyers, not tokens. I was shocked to see these 2 charts contradicting each other. New token launches are near all-time highs, while active traders keep declining. Thousands of tokens are launching daily into a market that lost almost all its

🚨 JUST IN: Only 6 out of 41 token sales since 2025 are profitable, with most projects down sharply post-launch, according to Messari data.

Crypto Cards Weekly Digest: March 30-April 6 Volume: RedotPay: $87.76M EtherFi: $14.92M KAST: $14.35M Karta: $6.38M Tria: $4.93M Cypher: $2.57M Gnosis: $2.22M Ready: $1.79M Other: $7.46M Total: $142.4M Transactions: EtherFi: 190,319 RedotPay: 102,582 Bitget Wallet: 95,488

Blank Street Coffee is raising $100M at a ~$1B valuation. Everyone's writing it as a Gen Z matcha story. The real story started in Asia a decade ago. Hey Tea. China. 2012. Premium tea drinks out of small storefronts. No lounge. No atmosphere. Just the drink. By 2024: $800M

This is actually an interesting business model, whether it is scalable/investable is another question. OF account managers are the new z list celebs

Fascinating the number of 'new' crypto companies that are not retail facing

Stanford dorm room to billion-dollar exit in 32 months. Not in tech. In CPG. Grüns was founded in August 2023. Unilever just acquired it. Poppi took 9 years. Liquid I.V. took 8. Dr. Squatch took 12. The timeline: Month 1: First sales. Pre-seed from Stanford classmates. Month

it is really just a matter of time and consistency for crypto now - tokenized equities - stablecoin yields - 24/7 perps - prediction markets - neobanks - privacy coins legit the use cases are ready, getting adopted and it feels so fucking damn good

More suggestions: Vercel, Anduril, Mercury, Stripe, ElevenLabs, Profound, Anthropic, Mintlify, Databricks, SpaceX, Elise AI, Browserbase, Palantir, Notion, Adaptive Security, Slash, Standard Metrics, Superpower, Nozomio, Foam, Lovable, Polymarket, Starcloud, Linear, Boltnew

nyc provides infinite optionality, which means you can perpetually avoid the commitments that force psychic maturation. this is why when you speak to a 30yo in nyc it’ll almost always feel like you’re talking to a 20 year old. this is primarily due to the fact that most ppl in

Europe’s top 10 FinTechs are worth over $200 BILLION 🤯 And most of that comes from one country.. From the top: • 🇬🇧 Revolut — $75B • 🇳🇱 Adyen — $36B • 🇬🇧 Worldpay — $24B • 🇬🇧 SumUp — $15B • 🇩🇪 Trade Republic — $15B • 🇬🇧 Checkout.com — $12B • 🇬🇧 Admiral

YC will invest in any YC company in stablecoins The new financial rails of the revolution will not be over ACH or wire

Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.

a short list of VC firms are dominating the LP $ - new funds raised a16z - $15B Thrive - $10B Lightspeed - $9B Sequoia - $7B Founders Fund - $6B Accel - $5B FTV - $4B KP - $3.5B Lead Edge - $3.5B Battery - $3.25B Greenoaks - $2.5B Lux - $1.5B

Kraken paid $550M this morning for Bitnomial. It wasn't buying the tech. It was buying 9 years of CFTC licenses that capital can't shortcut. That's now the deal logic across every regulated industry in America. Call it the permission premium.

I think Claude is shipping too much and it's gonna hurt them ➡️ No one can keep up with this pace, so most new features go completely unused ➡️ People need time to digest updates and figure out how this stuff works in their workflow. Breathing room ➡️ Some of the features are

Anthropic just turned the entire BI stack into a checkbox in a $20 subscription. Tableau charges $75-$115 per user per month for what Cowork now does in a prompt. Looker's enterprise floor starts around $30K a year. Retool raised at a $3.2B valuation building exactly this:

Tourists love to larp about contagion. 2nd order effect this 3rd order that. Brother have you seen what crypto has been through in the last 8 years?

DeFi isn’t dead, because DeFi isn’t the problem. The DeFi protocols work great and have solved real problems (eliminating middlemen to allow for cheaper and faster brokerage and banking for the masses). The reason we keep having DeFi problems is because the assets in crypto

Posting here dng from now on. Provenance is everything