Simão (@simaoccruz) 's Twitter Profile
Simão

@simaoccruz

Founding Partner @Lightshift_xyz I Forbes 30U30 Finance I @ETHLisbon I @activate_build I Opinions are my own, not investment advice

ID: 707675500538363905

linkhttp://lightshift.xyz calendar_today09-03-2016 21:12:42

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1/ Today we’re publishing our thesis on Asset Operating Systems (AOS): purpose-built decentralized networks to coordinate the world’s most valuable assets. Here’s what it means and why AOSs will be the next trillion dollar ventures.

1/ Today we’re publishing our thesis on Asset Operating Systems (AOS): purpose-built decentralized networks to coordinate the world’s most valuable assets.

Here’s what it means and why AOSs will be the next trillion dollar ventures.
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AI feels like crypto in 2021: • Sky-high valuations • Every hackathon project is “the next Google” • Investors throwing money at anything—even 13-year-olds • Everyone's pivoting into the space It's gold rush season

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We’re aiming for NEAR Protocol to process 1 million transactions per second within this year, starting in a testing network. The goal is to prove how NEAR’s sharding design can support the massive influx of volume our industry will likely see from AI agents

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Proof that VCs can wake up before 9am — thanks to everyone who joined our Lisbon breakfast this morning ☕️🥐 Especially our co-organizers Ben Lakoff at Bankless , Catrina at Portal Ventures and Xave Meegan at Frachtis for making it happen

Proof that VCs can wake up before 9am — thanks to everyone who joined our Lisbon breakfast this morning ☕️🥐

Especially our co-organizers <a href="/benlakoff/">Ben Lakoff</a> at <a href="/BanklessHQ/">Bankless</a> , <a href="/dotcuriouscat/">Catrina</a> at <a href="/PortalVentures/">Portal Ventures</a> and <a href="/0xave/">Xave Meegan</a> at <a href="/frachtisvc/">Frachtis</a> for making it happen
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Web2 funds are fully back in blockchain. But this time, it looks completely different. 2017–2019: Completely missed it. 2019–2022: FOMO’d in, “Web3” buzzwords, even chased token pumps. 2022–2024: Got wrecked. Humiliating losses. LPs left. Most were too scared to touch the market

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The VC conversation in blockchain has completely changed. It used to be about ideas — what’s next, what’s exciting, what could 100x. Now, it’s about the game of investing itself. 🧵 A breakdown of what VCs are really talking about: 1. Deal Flow The number of quality deals and

The VC conversation in blockchain has completely changed.

It used to be about ideas — what’s next, what’s exciting, what could 100x.
Now, it’s about the game of investing itself.

🧵 A breakdown of what VCs are really talking about:

1. Deal Flow
The number of quality deals and
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Huge week for Web3 and digital assets. From Congress to Circle, Robinhood, Galaxy, Stripe and more — here’s a quick summary of what just happened: 🧵 1. Regulation moves forward U.S. Congress advances two major crypto bills: - CLARITY Act (market structure) - GENIUS Act