I just published my keynote from Medici SG 24. I make the prediction that Web3 projects are about to start causing havoc for Web2. Can Web3 handle the heat when Web2 responds? 🥊

@futurenomics Hahah. Silicon Valley bias. Need to ask a NY founder

@Euler__Lagrange @OpacityNetwork I think you need to go back even further to 2008. Facebook Connect.

@paramonoww 🤯

When every person in the world with a mobile phone can buy a fractional share of any public company b/c of blockchain, will every stock trade like an L1 or meme coin? What will L1s or meme coins trade like?

It’s also the place they go to beat their benchmark by going beyond #Bitcoin

RT @NetworkMedici: Institutions are learning fast. The spot to do it is at Medici 👀📈

Great take @Hootie_R. My 2 cents: I think LPs already in the game are still waiting for distributions. The low float / high FDV dynamics is a cause of that. I think the new LPs getting in the game its a bit different. I don't think they understand these dynamics. For them its the following: 1) New White House makes crypto exciting but lots of other things too - crypto is complicated and its harder to dig in 2) I think they are waiting for lots more interesting real world use cases - stablecoins are nice but this feels like "Fintech" which they have exposure to, rather than something revolutionary like the idea of "private property on the Internet." They need more case studies from folks like @OpacityNetwork and their customers like Earnifi, @earnos_io and others. 3) I think the Trumpcoin created a carnival like atmosphere that is generally a turnoff. 4) As the FT pointed out this weekend, a bunch of LPs are just accumulating BTC first. This is like 2017 - and it will take them time to select managers. As a relatively new firm, I think you can successfully raise capital by putting the work in with these new LPs - demonstrate performance obviously, but be a valuable resource for them. You can raise money from experienced LPs in the space by taking risk - not doing what everyone else is doing. That takes patience too but if you are right, the payoff is huge.

Understood. For clarity sake, I meant MAJOR unlocks (like 25%) vs daily / monthly vesting. I like your approach better and believe teams can adjust to delivering value on a more sustainable basis as opposed to just when a major overhang of tokens unlocks - but they will have to change their approach.

Life is for the living.

RT @DAnconia_Crypto: When we started @ev3ventures in 2022, we had only one non-consensus insight: that new physical infrastructure networks…

New “TradDad” catch phrase that’s working in my household: “Homey don’t play that”

Lead dog gets the freshest air. But also the wind and the cold.

You don't need an L1 to be sovereign or to have your token become a monetary asset, but you do need an L1 to become a memecoin

Are chain of thought / reasoning models definitely better? I feel like my best decisions are based on pattern recognition and not chain of thought?

@zachxbt Now I know why I’ve been restricted

@lessin Im enjoying them with my kids

@DefiantLs Name the opposite: every job

👀

@mdudas @blockgraze Before chatGPT