Rob
@rsarrow
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Trying something new to combat my scatterbrain:
Behind the Taboo is where you'll find a mix of reads, thoughts, and experiments that catch my eye — sometimes taboo, perhaps interesting, and never curated.
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Spent the past few days making a list of the tools available for DAOs across different chains.
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Few takeaways from
@chamath
's interview with
@laurashin
today on the state of the market, investing and bitcoin.
👇
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Decentralized AI offers a radical departure from centralized models that dominate today’s landscape.
The opportunity set is growing at a breakneck pace: below is a directory that includes 175+ teams working in the space at different layers in the stack.
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Personal Update: Thrilled to announce that I’ve joined
@VoltCapital
as an investor, focusing on early stage ventures.
It’s been a little over a month, and I have already been able to break ground in new sectors (soon™) and support innovative founders across the interwebs.
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Looking to hire a degen ops intern to work alongside me in the heart of Ventures at
@Delphi_Digital
.
Some responsibilities:
- document EVERYTHING
- enhance existing & build new workflows
- [redacted]
- path to analyst
+ a lot more. shoot a dm if interested.
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Market:
You cannot fight the Fed and it has shown there is nothing it won't do to prop up the stock/bond market.
The gov't is responsible for more than 50% GDP which makes the US quasi-socialist without any of the benefits.
A lot of white space for the market to correct.
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For the full podcast check out the link:
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Some personal news —
After the past few months of learning from the best at
@blockchaincap
, I'm stoked to announce that I've joined the venture team over
@Delphi_Digital
. Thank you to everyone who played a hand in making this a reality and ...
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Investing:
None of this will end well but "when the music's on you have to dance".
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Hey Everyone!
Over the past weekend I set up an open data library to help people learn about bitcoin projects, companies & products. Each project has its own page that includes employee info, podcasts, relevant news & much more.
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Future of Companies:
Entrepreneurs will build smaller $5-$10M companies that employ people all while living in a place if their choosing, connected with the community.
Reminds me of
@david_perell
's business school of the future:
Here's my 10-year plan to build the business school of the future.
Step 1: Keep growing my online writing course.
Step 2: Help students write consistently and building their online audiences.
Step 3: Launch hundreds of niche Internet businesses.
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Focus on Future Growth, not Cash Flow:
In 2000, there were 8,000 public companies. Now there are 4000.
2/3 of the S&P 500 do not have an R&D budget
Why? Well, we don't have capital markets that support high drilling, fast-growing companies that build for the future of America
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Embrace Simplicity:
An eye for simplicity in design and ambition does not mean you do not have grand ambition. Rather you can frame and filter in a more basic framework free of convolution.
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the
@VoltCapital
team will be in Brussels July 7-13th
ill be hosting a little coffee trip ☕️
reach out if youre interested or around that week 🇧🇪
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Bitcoin is Smuck Insurance:
COVID-19 is not BTC's moment.
We want something that will protect our wealth in cases where the people in power fuck up.
BTC is fundamentally different from the decision-making body and is not tightly coupled to traditional financial markets.
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Lisbon was a vibe.
Couldn’t be more bullish on what
@Delphi_Digital
is building and if you find yourself in NYC let’s meetup.
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dePIN operates at the intersection of crypto and real-world utility, transforming how we coordinate resources like storage, bandwidth, and computing power. By leveraging cryptographic primitives, these networks creates a more efficient, decentralized system that could turn
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MicroStrategy announced it has purchased 21,454 bitcoin, totaling some $250M.
In the briefing, CEO Michael Saylor shared a lot of the same sentiment that many of us do about the state of the economy.
A few favorites 👇
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normalize the <10 minute pitch
- whats the tldr (30s)
- how does it work (3m)
- how does this make money (3m)
- how are is it different (3m)
- what is the cost (20s)
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Yesterday members of
@Delphi_Digital
took part in an AMA on the
@RealVision
discord. There I was asked about what excited me about DAOs heading into 2022 and what tools I'm most excited for.
a brief recap🧵
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One of the best kept secrets of
@Delphi_Digital
is
@crypto826
's DAO Insights which covers governance, forum summaries & so much more.
Whether its being the first into a projects discord or the [redacted] hes building, the man is criminally underfollowed
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Product Development Cycles:
Internet cycles move in a pendulum between aggregated and fragmented.
Over time users will get tired of the Swiss Army knife solution and seek out excellence in products in specific use cases.
PD standards are becoming more open and decentralized.
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Another week of fresh insights, ideas, trends, and essays from
@VoltCapital
Week
#2
Let’s dive in…
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May's price volatility did not stop any of Delphi Ventures portfolio companies from releasing new integrations & achieving new protocol ATHs across several metrics.
Learn more about what your favorite project has been up to in DVs latest Showcase.
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Biggest takeaway from eth denver was that there are A LOT of teams building towards the same outcome. If there were ever a time for large treasuries to spend to attract the TOP talent, the time is now.
Don't view this as consolidation but rather a call for incentive alignment.
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We're back! Catch up on two weeks of insights, ideas, and trends from
@VoltCapital
.
Weeks
#5
&
#6
are packed with value.
Let’s dive in…
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greece was beyond vibe
turkey is next. if youre building reach out and well grab coffee
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In creating Bitcoin, Satoshi gave people the ability to opt out of unethical money production that has plagued society for decades.
And in doing so, provided the first check in a growing toolkit towards the path of sovereign individuality.
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If you’re building on top of V3 and haven’t begun to think about cross chain concentrated liquidity then you’re ngmi.
The team at
@Chainflip
is building the foundation for the next iteration of LP-as-a-Service protocols.
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We need to restore accountability to the economic order.
A recap from today's Swan Signal with
@coryklippsten
&
@Breedlove22
👇
cc
@SwanBitcoin
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DYOR DAO Stack:
-
@juiceboxETH
(fundraise)
-
@gnosisSafe
(treasury)
-
@AgoraSpaceDAO
(token gate + more)
-
@llamacommunity_
(fund management + tbd)
-
@coordinape
(coordination + glue)
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@Rhythmtrader
“An awful lot of our international power comes from the fact that the U.S. dollar is the standard unit of international finance and transactions”
The next few years are going to be a wild ride as more people wakeup and understand the importance of censorship resistant hard money
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Some Raw In-Flight Observations of Brussels
1. Most VCs are too timid to voice what they think to protect their precious deal flow.
2. Stop lamenting over low float / high fdv and instead partner with the right people early (builders, angels, funds) in your projects timeline.
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gm from 🇧🇪 with another week of fresh insights, ideas, trends, and essays from
@VoltCapital
!
Week
#7
Let's dive in...
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Today marks 49 years since President Nixon met with Arthur Burns, John Connally, Paul Volcker & 12 other officials behind closed doors to discuss taking the US off the Bretton Woods system.
It was only two days later that Nixon would do just that.
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1/ some thoughts on group decision making
As groups grow in size, participatory decision making becomes difficult. Can online platforms make it easier for large groups to deliberate and reach consensus?
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Check out the first wave of companies building on bitcoin below 🌊
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max bid anything
@agora_xyz
and
@guildxyz
do.
@leadinscientist
and
@reka_eth
are changing how everyone thinks about access.
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Covers the below across 25 chains
- Frameworks
- Treasury Management
- Compensation
- Contribution/Reputation
- Content/Product
- Access
- Governance/Voting
- Identity
- Discussion
- Knowledge Management
- Discoverability
- Infrastructure
- Services
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no need for morning coffee after listening to
@anildelphi
detail the next few months at
@PodcastDelphi
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Impossible to not be bullish after reading through
@Suredbits
's blog series on Schnorr signatures.
Hands down one of the best (semi) technical blogs on Bitcoin development. Excited for what's next.
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The past few months with the absolute legends at
@Delphi_Digital
has allowed me to grow into my own.
Couldn’t thank
@Shaughnessy119
&
@YanLiberman
more for their guidance and wisdom. Find comfort in being throw into the fire.
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The social experiment around
@nounsdao
is incredibly fascinating and becoming increasingly competitive.
Expect more DAOs to allocate a % of their treasury to buy a noun or at the very least allocate to
@sharkdao
or
@prtyDAO
. Everyone wants a seat at the table.
Imagine this: a startup launches & starts to generate $500k in sales p/day. Every sale makes that customer an owner & voting shareholder. 100% of the revenue generated goes to improving the product. In 1 yr u have 365 investors with $150m on the balance sheet. That is
@nounsdao
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We at
@VoltCapital
are proud to back
@GabinMarignier
,
@iamlaurentbo
, and the rest of the
@focustree_app
team as they set out to rewire attention.
Thrilled to announce our $2M seed round led by
@Sfermion_
with
@VoltCapital
,
@PsalionVC
, and more!
We're building the first social focus app to help millions put down their phone 🌱
Phase 1 of our community airdrop campaign starting in 72h ⏳
🧵👇
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Huge congrats to the
@phi_xyz
on the mainnet launch of Philand!
So what is Phi and why
@Delphi_Ventures
is excited about a pixelated metaverse 👇
🎉🎉🎉PHI MAINNET IS LIVE🎉🎉🎉
Hello, world! The day has finally come. Today, we couldn't be more excited to announce that PHI IS NOW LIVE on Polygon Mainnet! 👏🤩
Phi Quest ⚔️
Phi Land🏝️
Let's dive into more! 🧵↓
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Sometimes to really appreciate Bitcoin you need an outside perspective.
And
@randybrito
provided an excellent one when speaking with
@MartyBent
. The two dive into mesh networks and talk about why Bitcoin offers freedom and a chance to opt out.
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Also a great time to announce I'll be holding office hours every Friday from 3-4pm EST.
You can book below:
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Love the solver panel
@anoma
.
Thanks again for letting me share the stage with
@zmanian
,
@AminB_CH
,
@bees_neeth
&
@thespacecatjr
.
𝗨𝗽 𝗻𝗼𝘄 𝗮𝘁 𝗜𝗻𝘁𝗲𝗻𝘁𝘀 𝗗𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻𝘀:
Intent-Centric Applications with
@zmanian
,
@AminB_CH
,
@bees_neeth
, &
@rsarrow
, moderated by Anoma's
@thespacecatjr
.
Tune in now:
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Building a Bitcoin focused company in the United States is difficult.
@CaitlinLong_
&
@nic__carter
discuss the recent FATF guidance, the maturity of the ecosystem, why Wyoming is becoming a haven for crypto & how Avanti is building a financial institution to manage it all 👇
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The timeline is filled with too much doom and gloom.
At
@VoltCapital
, we've been deeply focused on exploring longevity, evaluations, infrastructure, and expressivity. Dive into our insights in the inaugural season of Request for Protocols linked below.
If you're working in
Though crypto infra seems overhyped, there's still a ton left to build in the category.
@rsarrow
and I wrote up a categories of interest/RFP with our thinking on:
* AI Evals with Crypto Primitives
* Longevity x Crypto
* Egocentric Vision Data
* Supply Side Expression
* Solana
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Web3 is just one big multiplayer game played out in real time with every interaction a representation of one's on chain identity.
While the UX of most frontends has underwhelmed, Phi's innovative approach simplifies complex actions and gives way to novel consumer experiences.
Phi ◱ ◱ has raised a $2M seed round led by
@chapterone
&
@Delphi_Digital
, followed by
@0xPolygon
& amazing builders🎉
We'll tackle exciting new challenges to visualize & gamify on-chain identity, which enables further mass adoption of the web3 ↓🧵
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Projects leveraging NCFs:
-
@DiagonalFinance
-
@drip_fi
- Streaming Collateral
- TokenVesting
- DegenDogs
- dSIP
- DAOInsure
- Osmotic
- CoFund
Don't sleep on
@Superfluid_HQ
.
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Data quality has always been the constraint.
How do you refine data?
How do you feed very high-quality data?
How do you evaluate performance?
Study
@driaforall
and remember — the bottleneck is not compute.
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teams who want more out of their users should employ the use of a leaderboard. take
@phi_xyz
and their well designed board which balances:
> satisfaction of competence (more question, more objects, more fun)
> relatedness (use of
@ensdomains
)
> autonomy for most users (10/panel)
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attn nyc crypto people - want to get a weekend pickup league going?
come for the 🏀, stay for the ☕️, 🍻or🌿afterwards
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are there any protocols that receive payment for specifically grooming governance gigachads?
-
@llamacommunity_
-
@layer3xyz
-
@101dotxyz
-
@rabbithole_gg
governance schools seem like a no brainer.
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Inflation is a form of counterfeiting that has been exacerbated by the redemption certificates (ie fiat)
Fiat currency is a political tool that facilitates the institutionalization of time-theft, perpetrated by central banks around the world.
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the superfluid ecosystem is one of the most underrated
You can now stream salaries to your contributors and team directly from
@0xCoinshift
Dashboard V2 thanks to their native integration of Superfluid streams 🎉
Together, we put crypto payroll on autopilot⚡
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Happy to announce that I'll be joining the research team at
@blockchaincap
for the fall.
Looking forward to contributing to the team over the next couple of months! 🙌
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You’re going to choose your front end the way you choose the charity you donate to
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Another week of fresh insights, ideas, trends, and essays from
@VoltCapital
!
Week
#4
Let's dive in...
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2
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Nothing in life is certain except death, taxes &
@agora_xyz
's ability to ship.
a teaser for you:
🪙Create custom NFT auctions on Solana🪙
Bootstrap funding for your project or community by automatic NFT auctions
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Absolutely amped to be backing the
@Superfluid_HQ
team as they build out a new value flow primitive.
Web2 payments needed an upgrade and this is the answer. If you're thinking about building on this new primitive don't hesitate to reach out!
Delphi Ventures is proud to announce our investment in
@Superfluid_HQ
At its core,
@FrancescoRenziA
and team are building a powerful new primitive responsible for the next evolution of value flow
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3
19
Fantastic conversation between
@LynAldenContact
&
@JeffBooth
today on Swan Signal.
A🧵
cc
@SwanBitcoin
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1D = 1B
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Wave 1 Part 3:
@SwanBitcoin
@SwymPools
@eyeofsatoshi
@thndrgames
@getumbrel
@unchainedcap
@upstreamdatainc
@getvoltage
@ln_zap
@zebedeeio
@ZeusLN
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men would rather waste billions to 'protect' you from sub 25 bps of global value instead of going to therapy
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Protocol contributors should demand more payments from DAOs versus raising from VCs for their own half baked project.
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