sweeping jennaralizations

passable cyclist 🚴🏼‍♀️ | working on smth new | prev. @coinfund @mayflower_strat @rite_network @blockchainRI

[sweeping jennaralizations @Jennasis]

$ETH turns 10 at the end of the month. It’s fascinating to think how far we’ve come since then. To celebrate this monumental anniversary I’ve dug up some lore-filled memories from the vault -> 🧵

[sweeping jennaralizations @Jennasis]

@JoshKale @LimitlessFT @AnthropicAI Absolutely legendary run fellas. ♥️♥️♥️

[sweeping jennaralizations @Jennasis]

hear me out: if you wait long enough everything ends up in new york

[TOKEN2049 @token2049]

🇺🇸 TOKEN2049 IS COMING TO NEW YORK 🇺🇸

16-17 June 2027

[Ejaaz @cryptopunk7213]

what if, instead of hating on data centers, we realised that:

1. ai is not going away

2. it’s creating *more* jobs over time (esp blue collar) and will create new job sectors, higher salaries, economic prosperity etc

3. states that adopt data centers can reduce taxes for their residents, increase spending on state-wide infrastructure (schools, hospitals etc)

4. data centers do not consume copious amounts of water. it’s all recycled. your local golf course uses 10x more water.

[sweeping jennaralizations @Jennasis]

@adamxlee @FurqanR Honestly impressed. Going to try it out

[sweeping jennaralizations @Jennasis]

@segall_max airplanes and airlines have zero judgement on time constraints. time is a construct Max

[sweeping jennaralizations @Jennasis]

@bdanweiss Congrats on the new role ben!! Bloomberg is lucky to have you.

[sweeping jennaralizations @Jennasis]

@TrustlessState Honestly probably @TuongvyLe12 at @veda_labs. She was a star before them and she will be a star after. Amazing unbiased contributor and has done a ton of policy work w/ 3 letter agencies

[sweeping jennaralizations @Jennasis]

@allred_chase honestly kind of a vibe

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@GSkrovina @JolyOnChain 🥹🥹

[sweeping jennaralizations @Jennasis]

pretty sure the glasses are staying on from now on. Excited to be working on something new!

Thanks @JolyOnChain and the whole team at @Flight3official for having me!

[Jolyon @JolyOnChain]

every industry leader I've asked in the last 6 months has named the same meta to chase

@Jennasis just made it unanimous

full Between Us episode with the 5x founder now inside CoinFund is live, and she doesn't hold back

"most VCs aren't qualified to give founders advice" (her words, said from years of industry experience)

capital allocation, reading decks, business models that dont exist and technical jargon - conceptually, ai could take over all of these areas, but will it?

has the industry made anyhting valueable enough for you want to want to pay to be a member of? Jenna brought an alternative view that crypto has worked the other way, with airdrops and free money leading to nil retention and an all too familar result

Chapters:
00:09 The privilege of failure
01:11 Will AI agents replace capital allocators?
02:54 Is crypto drunk on airdrops?
05:28 Why most VCs aren't qualified to give advice
07:48 The bifurcation of venture capital
10:38 Privacy and freedom in 2036

link in replies 🎬

wdyt on the airdrop point, necessary bootstrapping or free money that bought us nothing

[sweeping jennaralizations @Jennasis]

@renksieth Solana ☀️

[sweeping jennaralizations @Jennasis]

I see her everywhere

[sweeping jennaralizations @Jennasis]

Can’t wait for the full episode @JolyOnChain ! Thanks for having me what fun

[Jolyon @JolyOnChain]

crypto VC is dead

at least that's the timeline take

so I put it to @Jennasis prev @coinfund_io, the fund that backed Ethereum, Polkadot and Dapper Labs before any of it was obvious

(she also smashes ironmans in her spare time, casual)

new Between Us episode. we got into

> is crypto VC dead as we know it
> is revenue the only meta in town
> how funds actually differentiate to win the best deal flow

my take on the deployment drought: the hope premium is gone and VCs got stuck in high FDV low float positions with zero liquidity. that forced the reset. meanwhile the founders winning right now are building without a token at all

wdyt, broke model or broke pipeline

@Flight3official

[sweeping jennaralizations @Jennasis]

@emilylai @kaledora @Ostium @Sothebys We missed you!

[sweeping jennaralizations @Jennasis]

on my parisian style kick

[Haz @HarryHorsfall_]

what a spot for it 🎬@Jennasis @JolyOnChain @proofoftalk

[sweeping jennaralizations @Jennasis]

@gaby_goldberg Congrats Gaby!! Awesome fit for your skills, a16z are lucky to have you.

[sweeping jennaralizations @Jennasis]

If you don’t measure commute time in “number of @LimitlessFT episodes” then what are you actually doing

[Limitless @LimitlessFT]

AI Memory stocks have been the best-performing asset class of 2026, so far averaging a 550% price increase in <12 months... but it gets better:

$DRAM launched 30 days ago... giving investors exposure to the top 3 memory stocks.

It's already up 100%, making it the #1 fastest-growing ETF of all-time with $6 billion of inflows.

this begs the question: why are memory stocks exploding.. and are we too late to invest?

We unpacked all of this and more in todays episode 👇

[sweeping jennaralizations @Jennasis]

consensus day 4: the penultimate pyjama stage

[sweeping jennaralizations @Jennasis]

.@SamEwen asks @reidhoffman what his bitcoin exit price is.

His answer: “there’s an exit price?”

at @consensus2026

[sweeping jennaralizations @Jennasis]

Consensus 2026: the year of 3626166373 diet cokes