William Scheinman (🔮 , 🔮)

Partner @ Road CapitaI. Tweets about growth tech investing, sharing learnings from PE, public equities, and crypto. Not investment advice; views are my own.

[William Scheinman (🔮 , 🔮) @0xOpiner]

1)The ongoing debate within the @SushiSwap community to diversify their treasury by 60MM is among the most important in crypto today. Why is that the case, and what is in the best interest of the SUSHI community? I lay it out here:

[William Scheinman (🔮 , 🔮) @0xOpiner]

@StaniKulechov 👻

[claudia ! @letclaudiatweet]

Industrial AI startup seeking full-stack developer

Must enjoy:

AWS, Terraform, Python, Next.js, Airflow, Supabase, & Vercel
Late-night coding
Solving complex real-life problems with LLMs
Dogs in the SoHo office (also sometimes @todo_trev)
Making $$$ with fantastic product

[William Scheinman (🔮 , 🔮) @0xOpiner]

@adietrichs Yessir

[William Scheinman (🔮 , 🔮) @0xOpiner]

@tubergen Lol

[William Scheinman (🔮 , 🔮) @0xOpiner]

@tubergen @Jason On 2 would add Perps. Perps evolved from an instrument to hedge miner risk to a more accessible form of option. In general, a broad summary of DeFi might be "increasing access of institutional financial products to retail and prosumers. Perps are basically internet-native Swaps.

[Artemis @artemis]

Join us this Wednesday with ⁦@samuelmandrew⁩ and ⁦@0xOpiner⁩ on Crypto Fundamental Analysis!

https://t.co/gD3QphuIQ4

[William Scheinman (🔮 , 🔮) @0xOpiner]

*App Layer:* All of these learnings are making their way up the stack, as dapp protocols like @AAVE and @ENS are showing with their organizational evolutions underway. Thanks!

[William Scheinman (🔮 , 🔮) @0xOpiner]

Doing a minor braindump on L1 learnings for no other reason than to consolidate and get feedback (no price targets, no specific investment advice - just frameworks). Some quick points on:

[William Scheinman (🔮 , 🔮) @0xOpiner]

*Complexity:* I am seeing a trend where complexity which could exist at L1 is being shifted to the L2/middleware/application layer. It is not always possible to to do so, especially if the L1 is "monolithic" and requires additional security and economic model at the base layer

[William Scheinman (🔮 , 🔮) @0xOpiner]

Was such a pleasure taking part in this!

[Ogulcan Selcuk @OgulcanSelcuk]

Can Tradfi help design @ethereum ? @thisissecondary @macrosam @ciamac @0xOpiner @drakefjustin

[Alexander Leishman 🇺🇸 @Leishman]

.@brian_armstrong and @jespow say they don’t want politics at the office: NY Times writes articles calling them racist.

SBF evaporates billions of client funds and tells a journo he just pretends to be woke. NY Times: “now hold on let’s hear what he has to say first.”