JTFreeman

An experiment in anonymity | Founder, Investor, Learner, Over-Thinker

[JTFreeman @JTFreeman20]

@KyleSamani @semil @scottbelsky @benthompson How does your approach differ?

[JTFreeman @JTFreeman20]

@nabeel @garrytan How would you describe other approaches?

Feels often it does come back to closing a deal no?

[JTFreeman @JTFreeman20]

@garrytan What are other ways you’ve seen?

[JTFreeman @JTFreeman20]

@IlirSela @peteflint Playing devils advocate, why? Every NFT is publicly queryable

[JTFreeman @JTFreeman20]

@peteflint Doesn’t that go against what you said about commoditized supply? For example if you take OpenSea where supply is public and 100% multi tenant?

(I have my 2c why it’s diff but curious if I’m missing something)

[JTFreeman @JTFreeman20]

The game has moved on to Arbitrum

[JTFreeman @JTFreeman20]

Solana is the best L2 I've ever used

#Solana #SolanaSummer

[JTFreeman @JTFreeman20]

@WillManidis @anothercohen Heard good things, but do you think TAM is big enough?

[JTFreeman @JTFreeman20]

@andreasklinger Can you give an example?

[JTFreeman @JTFreeman20]

@jstn Love it. What about new devs though? How are they going to participate (maybe AGLD or derivatives but doesn't seem as pure).

Have an idea or two to change this though 😏

[JTFreeman @JTFreeman20]

@jstn Only if the devs actually have loot. I’m worried everyone holding loot is just an investor not a builder

[JTFreeman @JTFreeman20]

@buggeroaf maybe this is controversial but I don't "get" climate tech (at least from an investment standpoint) as well as the others.

For the other ones, there are clear tech + business inflections (space = lower $/kg, crypo = smart contract, bio = crispr). What is it for climate?

[JTFreeman @JTFreeman20]

@buggeroaf Don't sleep on synthetic bio

[JTFreeman @JTFreeman20]

@rajgokal Good luck, apes strong

[JTFreeman @JTFreeman20]

@mistermaven_ @SolanaMBS :( me too now so sad to see monkeys winning the war

[JTFreeman @JTFreeman20]

@ryan_befort Maybe. But crypto is different b/c it's so economically tied for so many people

[JTFreeman @JTFreeman20]

@buggeroaf Yes. I think pendulum has swung and now there is a lot of arb in public market investing b/c of SPACs (venture style investing) than your typical growth style private investing (mainly b/c you don't have access)

[JTFreeman @JTFreeman20]

@ryan_befort @J31_crypto @GemHunt68978838 @RyanSAdams @Saber_HQ @MarinadeFinance @mangomarkets @ProjectSerum @AlamedaResearch @jumptrading 1. strong network effects (esp around developer community)
2. economic incentive - lots of money has been made and so people are inclined to keep using it

[JTFreeman @JTFreeman20]

@J31_crypto @SolanaSoldier I sold some of my profits for a degen ape 🙈

Imo if you keep in the SOL ecosystem same bet :)