Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile
Paul Almasi ๐ŸŽ‰

@lucidmasi

๐Ÿ‘จโ€๐Ÿ’ป Building Web3 @AlchemyPlatform โ€ข ๐Ÿš€ Leading Alchemy Ventures โ€ข ๐Ÿ˜‡ Investor @eigenlayer @heliuslabs @RiscZero @soulwallet_eth @arguslabs_

ID: 262808570

linkhttps://www.alchemy.com/ventures calendar_today08-03-2011 20:15:19

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Jon Charbonneau ๐Ÿ‡บ๐Ÿ‡ธ (@jon_charb) 's Twitter Profile Photo

the simplest long-term bull case for SOL is that whatever the next big new trend is, it will probably happen on Solana whether its creator streaming, collectibles, onchain equities, next-gen prediction markets, or whatever else, its just the best place to build apps today

Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

The best crypto founders are: โ€“ Obsessed with distribution โ€“ Paranoid about unit economics โ€“ Allergic to fluff

Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

There are only 3 ways a token accrues value: โ€ข Fees โ€ข Demand for access โ€ข Speculation Everything else is marketing.

Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

The psychological shift after 25+ angel checks is wild: โ€ข You stop obsessing over every founder update โ€ข You start spotting patterns โ€ขย You learn who builds through pivots vs who ghosts when it gets hard That pattern recognition is where the real edge lives. But you donโ€™t

Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

One founder I know runs their company more like Jensen Huang than a โ€œtextbook CEO.โ€ โ€ข 25 direct reports. โ€ข Weekly reviews of every feature. โ€ขย Personally rewrites copy before launches. Advisors tell him: โ€œHire a COO, step back, focus on strategy.โ€ Instead, heโ€™s in the

Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

The best founders do things that donโ€™t scale. โ€ขย Airbnb took photos of apartments โ€ขย Coinbase onboarded users one at a time โ€ขย The best crypto infra CEOs are still rewriting docs themselves It looks inefficient. But it creates velocity. Scale comes later. Early on,

Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

Paul Graham said most startups are default dead. In 2021, that was fine, capital was infinite. In 2025, itโ€™s a death sentence. If your survival depends on the next round, you donโ€™t have a business. You have a countdown clock. Default alive is the only strategy that matters.

Shay Boloor (@stocksavvyshay) 's Twitter Profile Photo

Every model upgrade needs exponentially more compute. Thatโ€™s why $NVDA, $AMD, $ORCL, $NBIS, $IREN & $CRWV keep seeing demand ramp since the intelligence economy is scaling faster than the infrastructure built to power it.

Every model upgrade needs exponentially more compute.

Thatโ€™s why $NVDA, $AMD, $ORCL, $NBIS, $IREN & $CRWV keep seeing demand ramp since the intelligence economy is scaling faster than the infrastructure built to power it.
Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

Everyone builds in bull runs. The real monopolies get built when no oneโ€™s watching. Why? โ€ขCAC drops โ€ขHiring gets cheaper โ€ขNoise disappears Uniswap, Aave, and OpenSea all started in bear markets. In crypto, bull runs create users. Bear markets create empires.

Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

Every startup says: โ€œWe have the best user experience.โ€ But great UX is table stakes. Category-defining UX makes the user obsolete. โ€ขGoogle made search effortless. โ€ขUber made transportation invisible. โ€ขAI will make interaction optional. If your UX relies on users doing

Paul Almasi ๐ŸŽ‰ (@lucidmasi) 's Twitter Profile Photo

If you are a crypto investor today, what would you back? A. 10 new chains promising speed and throughput? B. 10 infra companies quietly powering everyone else? Letโ€™s run the math: Chains: โ€ข10 chains x $100M FDV โ€ขEven if 1 hits $10B โ†’ 100x return โ€ขBut 90% of tokens go to