I’m excited to announce that I’m joining Reciprocal as an investor! (@recvcx)
This is certainly an interesting spot to enter crypto venture. For the second time in its relatively brief history, DeFi is at an inflection point. While I have some ideas, I’m not entirely sure what it will look like next.
What I do know is that each cycle, infrastructure improves, crypto protocols get better, and conviction hardens. We’ve had more products go mainstream in the last couple years than ever before. That is what matters.
I’m excited to take on the mission of finding, investing, and supporting the next era of great crypto companies with an incredibly talented team. Onwards!
We were not first to @Optimism, but won it.
We were not first to @base, but won it.
We were not the first to $BTC trading, but won it.
We were not the first to FX trading, but won it.
We were not the first to stocks…
EtherFi Cash is seeing hockey stick growth.
In just two days, deposits in the @ether_fi-operated Cash instance rose from $120M to $220M, while outstanding loans nearly tripled from $6.5M to $18.4M
Across both Aave v4 markets, deposits now total $280M, with $74M in outstanding loans.
imo PUMP doesn’t fit the above thesis apart front the fact it was priced for zero growth. But nice call you timed v well.
ENA and AERO both have far less and inferior competition at their respective layers (collateral and exchange). Both the teams are fantastic, they have upcoming catalysts, and were priced for no growth.
Max bullish on projects like $ENA, $AERO, and $ETHFI that have exceptional teams, major catalysts, and were priced for zero growth.
Been vocally bullish on all 3 of these companies for months: each outperformed the market yesterday. I expect them to continue outperforming as BTC inevitably creates an onchain wealth effect.
Max bullish on projects like $ENA, $AERO, and $ETHFI that have exceptional teams, major catalysts, and were priced for zero growth.
Been vocally bullish on all 3 of these companies for months: each outperformed the market yesterday. I expect them to continue outperforming as BTC inevitably creates an onchain wealth effect.
Bottom ticked it lol.
Strong conviction, loosely held might be the greatest skill I’ve learned as a trader.
You can be as bearish as you want but when the time is right, you have to let all your prior convictions go and let the market tell you what matters.
Putting crypto being uncool on the back burner so I can properly enjoy the bull market with my friends 😊