🎙⚡️ New #podcast w/ @Aryonchain
Head of Research & Investor @CMTDigitalLtd ! In this episode, we discuss the main #blockchain & #web3 infrastructure development threads going on at the moment & understand the path towards better scalability, abstraction & interoperability. 🙏🏼🎧💡
https://t.co/OvqOzKIrQU
Last week was unreal. I took the time to write down my "Manifesto" and the actions I plan to take.
Thanks to @galloway_the, @0xSpools, @BlockEnthusiast and @intocryptoast for the review.
If you are a founder in DeFi, DM me.
https://t.co/82xikDqA5X
1/ After reconciling and validating information on exposure to FTX and FTT from borrowers across our pools on @maplefinance we want to share the following insights.
In summary: No loans to Alameda, limited FTX exposure and robust overall health of the loan book. A thread:
And we finalized!
Happy merge all. This is a big moment for the Ethereum ecosystem. Everyone who helped make the merge happen should feel very proud today.
1/ We are deeply engaged in crypto @Speedinvest. Learn more about how we look at crypto and why our six deeply specialised vertical teams enable us to provide a unique value-proposition in crypto on our blog (or read on for the tl;dr in this thread):
@nwilliams030 Science -> Natural History Museum, specifically the Wildlife Photographer of the Year exhibit | Art -> open air theatre in Regent’s Park
Yesterday I shared an idea to support Ukraine by booking rooms for rent on AirBNB. 24 hours later, 100's of people are booking AirBnBs in Ukraine as a way to send immediate monetary assistance to people in hard-hit areas. The messages in response from the hosts are so moving
How to lose $35 billion of market cap in less than 2 years
Peloton CEO John Foley is stepping down after investors voiced grave concerns in a presentation to the company
The wild part? The presentation is PUBLIC...and oh boy is it ugly for $PTON management
My breakdown ⬇️
So far, 2022 is off to a rocky start. Fears of inflation and signals that the rate environment is about to shift have driven the markets down with high growth tech stocks leading the charge.
What does this mean for #VC backed private companies? A few thoughts:
1/
This could not be more wrong.
DeFi is transparent financial infrastructure for Web3, the next version of the internet.
Today, the internet consists of powerful tech cos that extract value from their users by owning their data and content in closed ecosystems
Transparency is the hallmark of web3 (it's all open source and an open database) - it's not shady, rather it's an antidote to the cigar-smoke-filled rooms where centralized finance historically gets done. People trust code more than people bc it always does what it says it'll do.
0/ A counterintuitive lesson on fund structures
TLDR - hedge funds are better structures for *long term* investing than venture structures
I say this having run one of each for 3-4 years now
A thread for entrepreneurs and LPs
Google, Microsoft, Adobe, IBM, Palo Alto Networks, and now Twitter run by CEOs who grew up in India. Wonderful to watch the amazing success of Indians in the technology world and a good reminder of the opportunity America offers to immigrants. 🇮🇳🇺🇸 (Congrats, @paraga!)
Thanks for your email.
I may be slow to respond for the next few days as I am literally buying the United States Constitution with 5,840 people I met on the internet.
If it's urgent, hit up @ConstitutionDAO.
(📜,📜),
Packy