2023 has been a great time to deploy - high signal to noise ratio, less FOMO, more reasonable valuations, etc. As we look forward to 2024, we aim to make more thesis-driven high-conviction bets and support aspiring founders that aim to make a difference.

Regarding Bitcoin/Ordinal, it will become very obvious in hindsight that 1) Bitcoin will become THE preferred blockchain for digital artwork due to the secure and decentralized nature of the network. No more missing metadata or expired IPFS links, and the high transaction

Took the red pill and got myself an Apple Vision Pro *for research purpose*. Some quick takeaways after trying it out for the past two days. TLDR: I think we finally have a somewhat usable consumer-grade VR/AR headset. At the same time, we are at least a few years/models away

Bullish on founders who are available 7 days a week

Riding #ETH to its previous ATH is now the most obvious trade with minimum 25%+ return, which I suspect is higher than 80% of traditional hedge funds' annual return

Buying both $boden and $tremp and watching the price action for real-time election sentiment instead of going to boomer media

Thanks again for the invitation! Such a pleasure to read all the high quality research work from the finalists.

#sofamon #NFT #Telegram #Stickers

Study Bitcoin Puppet, Study Rune Pups, Study $pups. I think the Bitcoin Runes protocol will sparkle another round of meme token mania but this time it will be on THE most established blockchain with the highest amount of liquidity.

The Bitcoin ecosystem is experiencing rapid expansion, evidenced by the remarkable growth of Bitcoin L2s and sidechains, which have increased to over 25 in less than a year (per DWF Ventures BTC L2 compilation docs.google.com/spreadsheets/d…)

1/ Our Q1 2024 Market Update is out!

The path to making crypto great again lies in expanding its reach to the real world - engaging with non-crypto-native users and creating impactful use cases that improve everyday life. In many ways, we’re still in a bubble.

Regarding 2049, I was wrong about skipping 90% of the events—it’s more like 99%. Instead, grab a coffee, tea, durian—whatever your vibe is—and have meaningful chats without interruptions from alcohol or loud DJ music

Big congratulations to the entire Fermah team! Thrilled to join the journey as an angel. ZK will be the backbone of a trustless world, and Fermah is set to be the foundation of that future.

DePIN is definitely a high-potential segment that can expand Web3’s surface area, intersecting with more diverse consumers, businesses, and real-life scenarios—key to pushing crypto adoption to the next level. We might be starting with niche products aimed at seemingly limited

Time of year to study hippos, penguins, and all sorts of wild animals, as crypto investors.

Hardware is the new Software. #DePIN