Kishan Shah
@kishan__shah
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ANILPIN WE ARE THE ONE
• 870442 Tweets
#ปิ่นภักดิ์EP6
• 867845 Tweets
Edmundo
• 344779 Tweets
#CLAP_for_SVTpalooza
• 91930 Tweets
Super Bowl
• 87157 Tweets
Kendrick
• 83081 Tweets
SEVENTEEN AT LOLLAPALOOZA
• 74617 Tweets
Zapatero
• 61456 Tweets
プロジェクトKV
• 59209 Tweets
Wayne
• 56019 Tweets
#愛を貰って貰ってジュッキュンday
• 49770 Tweets
Infinite Love with Junkyu
• 45850 Tweets
Drake
• 45472 Tweets
Cowboys
• 41421 Tweets
Kostic
• 41031 Tweets
Tyreek Hill
• 38378 Tweets
Not Like Us
• 37801 Tweets
İdam
• 36218 Tweets
Dolphins
• 26894 Tweets
NFL Sunday
• 24716 Tweets
#TransferYapmakZORUNDASINIZ
• 21541 Tweets
Dak Prescott
• 20789 Tweets
JENNIE IS COMING
• 20327 Tweets
Browns
• 19604 Tweets
Benzema
• 19201 Tweets
#乃木坂工事中
• 16351 Tweets
ジュンギュ
• 14625 Tweets
Football Sunday
• 11132 Tweets
坂の上の雲
• 11031 Tweets
Jay Z
• 10643 Tweets
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Full house of DePIN builders to hear the latest from
@iotex_io
very own
@IoTeXaaron
#depinsummer
in full effect 😎
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Today
@WSJ
published an 8 min video on the history of Moutai
Surprisingly it’s a $300B market cap public company worth twice as much as Budweiser and 10X Jack Daniels
But no mention of $MOUTAI (the $30M memecoin on Solana)
@Moutai_Sol
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thrilled to be with the best
@baalazamon
@redacted_j
@BrandonFerrick
@MediaGiraffes
@thesolanasteve
@clockwrrk
❤️
Everyone please welcome our Chief Operating Officer and the man helping us grow while keeping us organized!
🚨
@kishanDAO
🚨
Formerly at Amazon/Goldman Sachs, Kishan is the definition of growth + excellence 🤝
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Enjoyed
@muneeb
's succinct view of bringing smart contracts to bitcoin (and celebrating the developers who do so) via
@Stacks
@trustmachinesco
Nice interview
@Dennis_Porter_
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Two cycles ago: create a whitepaper (without ChatGPT) and grift
One cycle ago: launch a generative art collection (I pivoted to generative AI vs generative art) and create “utility”
Current cycle: launch a memecoin
@tradfibrocfa
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come for the community, stay for the network of developers and designers on
@Stacks
good listen
@br_ttany
@StakingRewards
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Total stablecoin volume in 2023 was $11 Trillion (h/t
@BHDigitalAssets
@TheChicagoVC
)
There's really no commerce paid with crypto other than a few niche use cases like using
@BitPay
to buy luxury watches
With
@stripe
creating a seamless checkout experience using
@solanapay
,
Just in from Stripe Sessions:
@Stripe
will accept $USDC payments on Solana! 🔥
Live on stage, Stripe cofounder
@collision
demos a new payments solution coming 🔜 using SPL $USDC on
@Phantom
!
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Its time to build (NFT Super-Apps)
Announcing our Series A featuring
@bigbrainvc
@TheChicagoVC
@colleenklein
@FoundationCap
@EzraMoGee
@_rcapital_
@joemccann
and more
❤️ giga-brains:
@baalazamon
@redacted_j
@MediaGiraffes
@thesolanasteve
@BrandonFerrick
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This is bulge bracket caliber research in crypto. Kudos
@SteimetzKinji
@twobitidiot
Exciting milestone! Just published my inaugural report on
@MessariCrypto
and now my inaugural tweet!
In the report, we delve into
@Uniswap
V4's primary features: hooks and singleton. Hooks enable pool customization during specific lifecycle points, while singleton consolidates
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I remember
@patrick_oshag
once asked, “if you could own any business, what would it be and why?”
I pick 3.
1. Tether ($5 billion of annual profit) providing the most valuable service in all of crypto, stablecoins.
2.
@AudemarsPiguet
a global tastemaker of culture selling 60K
Tether's next big bet is on AI
@paoloardoino
joins
@fintechfrank
on The Scoop to discuss the strategic vision of
@Tether_to
and its expansion into new business units, including AI and education 🤖
00:00 Tether & Disintermediation
08:12 Tether’s New Strategies
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MBAs looking to break into crypto:
Start a search fund in DePIN. Create real value, for real users using next gen rails. Telco, energy, cloud / GPUs and more
Great job
@DAnconia_Crypto
at
@iotex_io
#r3alworldday
@HarvardHBS
@StanfordGSB
@Wharton
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My latest: NFTs will expand trillions of dollars of *existing* market cap in internet, commerce, loyalty, & marketing by scaling crypto networks
Featuring
@BoredApeYC
@solanamobile
@okaybears
@moonpay
@NFT_NYC
@chainalysis
@consensus2023
@MagicEden
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I profiled great Treasury Management diversification proposals from
@BitDAO_Official
@Uniswap
@FWBtweets
@GnosisDAO
@Agave_lending
DAOs.
This will become increasingly more important to survive and thrive through the bear.
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As the crypto market has abruptly shifted from hype-and-delight to useful-and-productive, consistent effort to increase broader tokenholder education is imperative.
My latest on Investment DAOs featuring
@BitDAO_Official
@HydraVentures_
@chainforestxyz
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I looked under the hood of DAO treasuries and the 50+ crypto unicorns. There's opportunities for improvement for diversification, managing upside/downside and volatility. My latest on the current state, goals and considerations for treasury management:
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Packed
#daohouse
on scaling coordination, community and ops at
#Consensus2022
with
@0xkaito
@utopialabs_
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Listening to $HOOD earnings call and
@vladtenev
mentioned
@solana
staking available in Europe. Who is using this?
cc
@multicoincap
@blknoiz06
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“What the smartest people do on the weekends, is what everyone will be doing in a few years”
Kudos to Mahesh and Sal for organizing a professional well attended event
@EV3ventures
#DePIN
summit presented by
@iotex_io
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2 CHAINZ
had to do it :)
@coinbase
@CoinbaseExch
Coinbase will support trading of the Render token on both Ethereum and Solana networks. Render on the Ethereum network will retain the ticker RNDR while Render on Solana will have the ticker RENDER and will be named Render (Solana) on our trading platform.
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Why isn’t there a Berkshire shareholder meeting for crypto? It’s the best part of DAOs (community governance) plus crypto conferences (think
@MessariCrypto
panels)
Wouldn’t hodlers / builders travel to the crypto equivalent of Omaha (NYC or Singapore) to ask questions and
“Hi, my name is Andrew and I’m wondering if you had more day with Charlie, what would you do with him?“
The most poignant question of the day came from a child.
Buffett’s answer eulogized Charlie and sprinkled fabulous life advice throughout.
“[Charlie and I] never had any
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funny how
@pumpdotfun
mentioned on both crypto podcasts
@goodgamepodxyz
(
@lmrankhan
) and
@_choppingblock
(
@tarunchitra
)
MaaS (memecoin-as-a-service) generator szn is here
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Where is the latest
@djkhaled
album?
These annual drops are the like the warren buffett annual shareholder letters of hip hop
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Saw
@dawninternet
at the
@EV3Research
DePIN summit
Use code 9fb406 to start ushering in decentralized autonomous wireless networks
🚨We are excited to share that since launching on Wednesday we have crossed more than 100,000 verified users on the DAWN Validator Extension! 🚨
If you haven’t already, you can download it here 👉🏻
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Despite being banned, the Chinese crypto market recorded an estimated $86.4 billion in raw transaction volume between July 2022 and June 2023, dwarfing Hong Kong, which witnessed $64 billion in crypto trading
@chainalysis
Seems small considering one user reported half of their
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The Bezos Stock Sale (TM) indicator is unbeaten to hoard cash ahead of uncertain times
Q4 19
Multiple times during 2021
Q2 24
Two weeks ago
@TheStalwart
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Trump vs Biden AI debate is eerily accurate
ChatGPT enables multiple GPTs in a single window
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@saranormous
1. "what if" scenarios for runway (in months) with changes to revenue (customer adds / misses) and expenses (headcount adds, delays, and terminations)
2. actioning the vendor decreases
@tryramp
suggests non-labor expenses
3. billing, collections, deferred revenue and revenue
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Tradition is our future: you have to understand, it doesn't exist in the past, present or future, but in all 3 places at the same time.
Great episode with
@ReustleMatt
@joincolossus
on Patek.
Could also be applied to $BTC.
#lindy
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Bitcoin ETF: HODLing actual $BTC follows narrative trajectory of Apple Watch: Rolex. The ultimate gateway drug.
In 2015, the Swiss watch industry thought Tim Cook had delivered the final nail in the coffin for luxury watches. Why would anyone need an expensive watch when they
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This hasn't happened in 15 years.
Austin residential real estate is not having a good time
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who are the winners in Day 0 of the $SIVB fallout?
1/ banking:
@jpmorgan
stock up
2/ neo-banking (kudos for pivot beyond spend management):
@brexHQ
inflows of several $ billion according to
@CNBC
3/ banking for crypto post
@silvergatebank
:
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Create the next
@helium
over a weekend using
@w3bstream_com
Awesome podcast episode with
@Raullen
from
@iotex_io
covering builders in
#DePIN
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This is really well done
@jeffhino
- I especially like the "sponsored transaction" feature which would create airdrops-as-a-service
Smart wallets will help make onchain onboarding faster, easier, and safer. Learn how in a recent ETHDenver talk.
00:00 Smart wallets with
@jeffhino
1:15 Building the future of wallets
1:58 Today: too hard to get onchain
3:15 How to make it easier than ever
4:36 Shortening a
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@a16z
@pmarca
@bhorowitz
Great episode Ben and Marc. Can you go more in-depth on financing? Example: student loan market ($4 trillion > $8 trillion by 2031), 529 programs ($400 Billion, 16M accounts, $18K annual contributions, up to $500K per student), 2M scholarships per year?
Wild to see how much
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This is a really big deal. All of this talk of onboarding billions to crypto and its actually happening.
Congrats to
@phantom
team.
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This is a win for decentralization of $BTC and increased diversification. Outflows out of $GBTC into $IBIT $FBTC $HODL etc reduce centralization risk.
++ net new inflows.
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"If my base case comes to pass, once Bitcoin drops below $35,000, I will start bottom fishing. I will load up on Solana and $WIF. Bonk is the last cycle’s doggy money, and if it ain’t Wif Hat, it ain’t shit."
cc
@blknoiz06
"Yellen or Talkin'?" is an essay on why I think the $BTC slump is pointing to a TradFi mini-financial crisis, and it will bottom in the $30k to $35k range.
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2023 is going to be a banner year for brands to engage with their digital communities
@Complex
@LamarOOH
@cupcakeprotocol
@BJ_Studios
at spirited panel for
@AdClubNY
thanks
@AdamNMalone
for the pic! ❤️
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Has there been another business since with these type of numbers?
$META maybe
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Two takeaways from $META earnings call:
1. A highly functioning advertising AI copilot is worth hundreds of billions of dollars. Zuck said “give us your business objective and we’ll handle the rest”. This would be the biggest prize in the internet (not teaching a user to go to a
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Who's in Palo Alto thursday and friday and wants to talk crypto?
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@gokulr
@brian_armstrong
@emiliemc
@coinbase
See graph of EBITDA - Brian, Alexia, Emilie and team did exactly what they said they would do: become profitable during 2022 - 2023 crypto winter:
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$PYPL has 10K FTEs in Legal and Compliance (of 29.9K Employees according to their website)
At average expense of $125K, that is $1.25B of annual opex of $7.6B total. Seems like a large opp for
@harvey__ai
. Most of the workflows likely can be automated.
PayPal: Time For a Radical Transformation?
PayPal is a classic example of a once-leading innovator that has become bloated and missed out on its vast opportunities.
It is too big, too slow, and lacks innovation. With over 20 assets spread out across 30 offices, including many
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Is it revenue? Capex? Equity investments? Structured notes? Warrants? Commercial agreements? Great piece on blended dealmaking at MANG from
@apoorv03
Also the chart of stock market to GDP shows the power of being an equity holder (vs return on labor)
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"I have never lost money investing in restaurants"
Kudos
@BillAckman
#powerlaw
Thank you
@lexfridman
! I had a great three-hour conversation with Lex. I don't normally get nervous before interviews, but I wasn't sure how I could fill the time. Lex made it easy. I hope you enjoy it.
The
@X
link to the interview cuts off at 3 hours with 26 minutes
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"Integrity is priceless, and in the end, that's all you have"
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Why waste time bearposting on levered Japanese carry trades when you could be building with the best?
@Permissionless
@Blockworks_
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@MariaShen
@ElectricCapital
Awesome report. Thanks for publishing.
This means in Year 1, 788 new devs committed code on
@base
including the breakout app of the year
@friendtech
Congrats
@jessepollak
@brian_armstrong
for growing the ecosystem
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@hasufl
Agree. Standardization is not the enemy of decentralization.
Sharing the below on applying to DAO accounting in case helpful:
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Thanks for publishing
@multicoincap
@TeamUnibot
to supercharge social financial experiences and global transfer (amazing how 20 countries in the world have > 15% of their GDP from remittances) should make for a fun year
@SpencerApplebau
@KyleSamani
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@DavidGeorge83
@a16z
Great post David. I published a product roadmap version of this where technical / non-technical teams can model out ROI of upcoming software feature releases
@reforge
. Helps ease anxiety knowing R&D is the most expensive yet fuzziest expense!
@bbalfour
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Bitcoin miners pivoting into AI = megawatt maximizers
-
@matthew_sigel
@scottmelker
$WULF $HUT $RIOT
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Do you want the facts or do you want confirmation bias?
Support
@twobitidiot
because he took the hardest path possible: leave
@MessariCrypto
to support the truth.
Why wouldn’t you believe him?
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Warning: nonconsensus take from DePIN Summit:
DePIN could have scaled over the last 10 years, but the accelerant is now since culture is significantly more unified due to social media
Community building works globally at scale (not possible even 5 years ago)
All of the
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OH: "Bitcoin recently had a split."
While CT may know the intricacies of halving (90 bps decline in annual issuance), Retail thinks this is a cosmetic change in shares.
Early.
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Enjoyed this talk by
@zacktrak
at
@khoslaventures
My takeaways:
1. Make no mistake: Pitching the right investors with the right story at the right stage is different than being a talented technical CEO or operating a successful business
2. How will you frame the investment
"Most investors invest based on the why. And the question you have to ask yourself constantly is why should an investor care about what I'm doing? Why is this important to them?"
We are partnering with
@zacktrak
of Series Z to help our companies develop, refine and communicate
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@Restructuring__
@patrick_oshag
Same thesis playing out in apparel at Zegna. 75% DTC, hit product with the triple stitch shoes bringing in younger buyers, picks and shovels model with fabric sales to other brands, and signed 20 year deal with Tom ford to produce apparel
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seems like
@timedotfun
starting to take off
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When I watch this, I ask "what is a good business?"
#DePIN
provides value to dApps that seek to empower contributors through locked supply to generate energy, provide telco infra, or become healthier.
#Bitcoin
(and specifically $BTC) serves consumer and institutional demand for
This conversation with
@Travis_Kling
has created a lot of debate.
It is one of the most honest conversations from industry insiders you will hear on bitcoin, crypto, real use cases, vaporware, ponzinomics, macro, and where we go from here.
Watch the full episode now on X.
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When market cap relative to fully diluted value is your biggest edge to grow decentralized networks
(with actual productive use cases)
courtesy of
@iotex_io
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The dirty secret of DePIN is that most "web3 dApps" are actually running on centralized services from Web 2 giants, but have a token. This increases centralization risk, and doesn't push our industry forward.
Kudos to the
@iotex_io
team for outlining a modular approach
Decentralized Physical Infrastructure Networks: A Modular Infrastructure Thesis.
DePIN has emerged as the killer use-case of crypto.
It enables communities to own and operate everyday infrastructure like energy grids or internet, rivaling centralized companies.
However, DePIN
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@mdudas
10 years:
$3 > $875M of Rev
Raised $400M of debt, $1B of equity
Credit to those on the field building businesses, but a hard slog
Could you imagine what a token network of healthcare and govt organizations would be worth? Likely more than $4B of Box's EV
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I just subscribed to Elad Blog
@eladgil
thanks for mention in this week's
@joincolossus
newsletter
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Congrats to
@LassuytChristop
@RequestFinance
@accountantquits
for building an awesome tooling for the growing community of web3 accountants!
With a double-digit growth every month in 2022 for its invoicing and payment solution in crypto,
@RequestFinance
is to
@RequestNetwork
what Consensys was to Ethereum
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What is
@pumpdotfun
doing with all of this cash?
@QwQiao
you should cover this on GG pod
Pump is the first of many applications that will out-earn underlying blockchains.
Expect this trend will accelerate as applications ascend the S-Curve and MEV value capture is pushed further up the stack (towards users).
In the long-run assets like ETH and SOL will derive most
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This happens frequently with traditional tech IPOs.
Study 6 month expiration VC investor unlocks in equity capital markets $UBER $CART $COIN $DASH
@santiagoroel
might have data on this
The VC jig is up.
Retail isn't blindly bidding every new launch anymore.
Instead, you need:
• A super strong narrative
• Key differentiator/USP
• Clever tokenomics
• Strong community building
Lazy airdrops + high FDV launches don't work anymore.
Nature is healing.
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Memorial day weekend and no
@Drake
/
@djkhaled
banger is surprising.
Seems like
@kendricklamar
is winning.
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Great summary of the banking industry, FDIC, SVB, and setting the stage for decentralized finance and trustless systems.
The End of Silicon Valley (Bank)
Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.
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@laurashin
@andrecronjedev
great view on next-gen KYC
@hosseeb
: "what makes DeFi DeFI, is that its global. Compliance requirements are pushed on the individual, not the platform itself"
+ "customer" genre blending of retail/institutions/individuals simplified at the address-level
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If we step back and look at the long-term trends, we seem to find new algorithmic improvements at a fairly consistent rate. Individual discoveries seem random, and at every turn, there seem insurmountable obstacles—but the long-run trendline is predictable, a straight line on a
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When it’s Saturday evening and all you can think about is DAO financial infrastructure
@MukundVenkatak1
@kevinngo_la
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Where can I find charts on VOLUME by bet on
@Polymarket
? Who cares about the odds when you can see how much the house is winning by
@joeykrug
BREAKING:
@realDonaldTrump
“PRESIDENTIAL ELECTION WINNER 2024”
@Polymarket
CHANCE JUMPS TO 49%
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Bear market survival podcast with
@accountantquits
covering treasury management, growth, and hiring a CFO/head of finance coming soon!
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@Delta
Hi - I submitted a Delta Skymiles Reclaim 8 months ago due to a medical injury. I just spoke with a phone rep who said it would be another 30 days (which doesn't make sense) and have a Delta flight coming up next week. Can you please DM to help?
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@accountantquits
@RequestFinance
also kindly mentioned awesome tooling in web3 including:
@cryptio_co
@BitwavePlatform
@enzymefinance
@dovemetrics
@Coinbooks_
@llamacommunity_
@multisHQ
@TaxBit
@utopialabs_
@UMAprotocol
@koinly
@ZenLedgerIO
@DeepDAO_io
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Our research complements tooling like accounting information systems which take block explorer data > categorized financial information
@kevinngo_la
writes about DAO tooling (
@utopialabs_
@multisHQ
@cryptio_co
@llamacommunity_
@RequestFinance
+more):
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