2020 Ventures

GP @KnickCapital

[2020 Ventures @2020vc]

@PeterLBrandt Interesting. Your top line seems to lift up off of the trend in '26. Maybe more asymptotic and southerly after all?

[2020 Ventures @2020vc]

@hosseeb So VVV is a coupon. Got it.

[2020 Ventures @2020vc]

@jerallaire Short posts better than long.

[2020 Ventures @2020vc]

@DavidSacks Uh, ontology.

[2020 Ventures @2020vc]

@Bkclaims Dividend is cumulative.

[2020 Ventures @2020vc]

@solana @joinrepublic @bitget SpaceX by Republic Pre-stocks already on Solana. https://t.co/gS5kDzeVDl

[2020 Ventures @2020vc]

@peterschroederr @USDC Why is USDC total supply declining? Any theories? This from USDC tracker u turned us onto.

[2020 Ventures @2020vc]

@FabianoSolana @solana And pre-stocks. $OPENAI $ANTHROPIC $XAI $KALSHI

[2020 Ventures @2020vc]

@nfergus Yes, and Cuba encirclement.

[2020 Ventures @2020vc]

@nfergus Roundtripping - not roundabouting :)

[2020 Ventures @2020vc]

@FWDind @KyleSamani Joe: “Now we’ve got to bone up on Solana”

[2020 Ventures @2020vc]

@FWDind GM

[2020 Ventures @2020vc]

The candy in the consumer vending machine are assets. Desirable assets most people couldn’t easily buy or productively use in past - US dollars, Tesla stock, Open AI equity, digital art, Meme lottery tickets. Stablecoins is first and best example, opening up dollars to the world & enabling better ways to grow and transfer them for everyone. Tokenized stocks are likely next. Everyone will be able to buy Tesla soon. Tokenized private stocks to follow. SpaceX or OpenAI anyone? There are of course a whole range of institutional use cases for smart contracts, but that’s a different vending machine. At root, for the regular Joe, it is about cool assets and ability to enjoy and appreciate them.

[2020 Ventures @2020vc]

@KyleSamani @AlanaDLevin And leading public ticker with a car name. BMNR/ETH must be horse & buggy.

[2020 Ventures @2020vc]

@matthuang “We’ll start with a permissioned validator”… 1 para later, “As the world adopts crypto, we think there is a risk that they adopt permissioned systems.”

[2020 Ventures @2020vc]

@Barchart Household net worth 160 trillion and growing faster.

[2020 Ventures @2020vc]

@DrocksAlex2 @StaniKulechov I think that’s a no.

[2020 Ventures @2020vc]

@heymike777 @toly @therealchaseeb @solanamobile Anxiously awaiting ours as well. No word yet.

[2020 Ventures @2020vc]

@PeterLBrandt Seems inversely correlated but not predictive. At peaks especially, would think BTC market action leads & USDT follows. People sell BTC for USDT.

[2020 Ventures @2020vc]

@ColinTCrypto Might be more informative to combine USDT & USDC stablecoin dominance in inverted measure, which would eliminate any possible shifts occurring across the two most dominant stables.