bd in the new era:
bd in 2025 is exploring partnerships.
bd in 2026 is about who controls the future stack and how can we partner with them before we can’t. the winners already know what the end state financial stack looks like and are locking in the chairs now.
time to get movin.
We see builders underserved in the chain support for x402 across RPCs, data and indexing,
We're here to fix that. The payments must settle. Anywhere, at any time, ASAP.
Reach out: we'll add your chain and track your payment flows.
If your building a chain in 2025 my personal advice is:
1. Do not market to CT (wasting ur time)
2. Be your 1st builder (if you arent, then why should someone else be)
3. Focus UX (as in make sure its easy to on-ramp, bridge, friendly wallets, no hiccups)
Market has shifted, distribution is king, and CT is dry.
But non-crypto natives have trouble onboarding to most chains so focusing UX with your own apps day 1 can go a long way to onboarding them, think @phantom , think @privy_io
stablecoins are cool and all but how about a mobile app that supports most stables (only), lets you not only send/receive but also manage them in anyway including LPing & staking?
yeah you know something useful and easy to use?
moon that.
Behind the Scenes of Crypto Mergers and Acquisitions ft @jp_grabs, Co-Founder of @areta_io
In this episode of @touchgrass_pod, @rachit and I sit down with JP to chat about:
- Reasons for the recent M&A boom
- What a deal cycle looks like
- How post-TGE projects get acquired
- Virtue signalling in the M&A space
And much more
Key timestamps
1:06 - JP's intro to crypto M&A
3:32 - Evolution of M&A in crypto
6:43 - Buyers vs Sellers in the current market
9:01 - Sectors going through consolidation
12:57 - Acquiring to verticalize tech stack
14:26 - Post-TGE acquisitions
21:20 - How DAOs make acquisitions
27:12 - Token vs Cash component
32:12 - Teams with great M&A strategy
34:44 - Private equity experience
38:44 - M&A deals being priced in
41:12 - Regional M&A strategy
45:07 - Hyperliquid acquiring a CEX?!
53:08 - #1 advice to companies looking to acquire
54:12 - #1 advice to companies looking to sell