Kled still gets significantly underestimated from both a venture-angle and from a token-angle (these two manage to collapse a bit through Street anyways)
When I initially bought into Kled the thesis was pretty simple: Crypto Twitter is misevaluating a person and designating him a scammer, because (admittedly) he did some shady stuff @ day 0. The thesis was the same people realizing they are wrong and chasing higher when he continues to ship and be loud.
I truly think we are seeing a similar picture again on a venture side, people are once again designating the team as difficult to back because of various reasons (crypto, ben pasternak story, no experienced in data selling, team in NYC and not in SF, amount of value-less data on their platform, no YC, no institutional anchor, no Stanford), and the same institutions will (at some point, probably next round) chase into Nitrility, because Avi is making the companies success more & more inevitable. It's kinda the same overall theme, just with heavy institutional money over this short term trading take, but I believe it has decent odds to repeat.
Just needs one "contrarian" lead VC @ 300m - 400m who sees through the noise next round and the success story is self fulfilling.
@bnemehh This would be sick if it scans all whiteboard content while erasing. So many times I just take a pic of the whiteboard but if this bot could just send me a “pic” and attach it to the meeting transcript that would be cool
Wasn’t around for this so can’t verify if true/false BUT: look what that turned into.
Uber broke the law for their first year in business
Airbnb was illegal STR without proper zoning
Many stories of founders bending or breaking rules to achieve scale.
Nobody remembers or cares about the start, only where you end up. People will still support the company, buy the token, use the app, VCs will still invest millions, life goes on.
The first week means nothing, and reputation is malleable. Ask forgiveness not permission.
@atone@useKled@Pumpfun Teams need supply to apply for listings on CEXs….
This was not a buyback and burn scenario. It’s a buyback that’s held in the treasury to be used strategically aka listings
@TrafficBrokerX Yea stupidest shit I’ve ever seen and clowns like this are posting everyday about it.
Yea bro don’t use your dick it’s just there for aesthetics: The fuck?
@__billygao #1: Burning is mega bearish
#2: Listing is mega bullish
#3: A buyback is a buyback
I see the drool dripping down your chin as you consider responding, don’t
It's over.
We are witnessing the collapse of the biggest ponzi in history
Shorting Bitcoin and $MSTR will be crypto's last generational trade
This video covers the story of Michael Saylor's arrogance and why crypto is going to zero