Been building a bookmarking app with @BrentHazman and some other smart friends… our goal is to make revisiting the stuff u cherish on the web a little more meaningful and a lot more fun
Check out https://t.co/kv2uwCrjif if you wanna join along for Hero’s journey
I’m spinning out of 50T Funds to start a new company with my co-founder @Jack_Krevitt1.
Before this, we built Zenrock. It got hacked in March '26 and we shut it down subsequently. We built it to bring Bitcoin onchain as yield-bearing collateral, ship a privacy protocol on Solana, and lay rails for real assets to settle in DeFi. Unfortunately, the chapter closed earlier than I wanted.
I’ve been in crypto since 2019. Long enough to see how far off we were in the early years, and how long it’s taken to get to something that actually works.
What we talked about back then is finally starting to happen. Real assets can move onchain. Not in pilots or test environments, but in size.
Crypto has matured, and the opportunity set looks very different now.
At this point, it’s clear that ALL assets will end up onchain in some form. The infrastructure is here. The legal side is no longer the blocker people thought it would be.
The gap now is much simpler and much harder at the same time... Someone has to do the work of actually moving assets over.
Tokenized assets have gone from roughly $5B to north of $30B in under 2 years. At the same time, the AI infrastructure buildout is scaling into what is likely the largest capex cycle most of us will ever see, funded largely through debt.
However, most of that debt never touches the onchain economy.
On one side, you have demand for yield, global distribution, and capital that can move seamlessly. On the other is a massive need for structured financing tied to real assets like compute, data centers, and GPUs.
That gap is where the macro opportunity is.
@juniperlanehq is built around that idea. We focus on structuring debt tied to AI infra & GPU financing, and placing it onchain where it can scale.
50T was an exceptional place to spend this last chapter. I learned how investor capital actually gets structured and deployed, and worked with a team operating at a world-class level.
Juniper Lane is the clearest opportunity I’ve seen since I started in crypto.
If you’re working on tokenization, originating AI or GPU-backed credit, or allocating into private credit, I’d love to connect.
@sweatystartup 2 that stand out that were read to me are the emperors new clothes and the phantom tollbooth. 1st is just a fun single night read, 2nd is an adventure
There is a big difference between "wishing" for something, and taking action to make it happen.
If you want something in your personal or professional life...
Take an action today. Just one. That gets you closer.
My most recent iteration went like this:
Problem: Tired/lack of energy
Root cause: inconsistent/too little sleep
Solution: develop nightly routine to get to bed at the same time and get 8 hours
Implementation: work in progress… night y’all
Why wait for new years to start your resolution?
If you know there is something you want to improve, start now.
A (rough) cycle I use for making consistent improvements:
Identify problem => identify root cause => ideate solution(s) => implement practical solution 🔁
Really love this phrase. Simple, clear, and visual as I can imagine a team climbing a mountain. Be mission driven, not ego driven. If you are on the right mission with the right people, then what’s in the group’s best interest is also in your best interest
Expedition Behavior 🏕️🏔️🥾
“coined by National Outdoor Leadership School… involves putting the group’s goals and mission first, and showing the same amount of concern for others as you do for yourself” - @AdamMGrant’s Give and Take
@drgurner@michaelgervais@paul_annacone I see the distinction, thanks.
Thinking about this more I would imagine that fear OR hatred of losing elicit similar physiological responses - tense muscles, loss of focus, etc. - that diminish pro performance. Just a hunch, but always fascinated by how much of sports is mental