Everett

Investing @BITKRAFTVC | Prev. pro Fortnite + top 25 valorant

[Everett @SpinFN]

Lifes crazy❗️ @AzukiZen @ZZZAGABOND

[Dupe.com @dupeapp]

+77% AOV growth so far this year compared to this time last year (and growing).

We’re mindful of not just buying growth with marketing. The goal is building a durable business by relentlessly improving the product.

Our AOV trend tells the story better than anything else: users are getting dramatically more confident spending higher cart values with Dupe at their side and its because the product got better not because we cranked ad spend.

The secret is we disrupt ourselves constantly. Every other month or two we’re willing to rethink core assumptions, ship risky changes, and rebuild things from scratch if needed. Most experiments don't move the needle, but the learnings compound until one changes the trajectory of the company.

The unlocks so far have been:
→ AI that understands shopping intent more accurately than leading foundation models and shopping startups alike
→ Superior product matching algorithms that understand shoppers' preferences
→ Deep investment in making our partners more money with each click
→ 1B+ products processed across 1M+ stores
→ Major UX upgrades across the experience
→ Major investments in growing the team

Dupe is the only consumer AI shopping platform purpose-built to compound buyer conviction over time.

We're hiring in NYC (or tri-state) btw. We need:
- iOS Eng
- API Eng
- SRE
- Head of Creator
- AI Systems Eng
- Product Designer
- Executive Assistant
- Growth Marketer
- Lifecycle Marketer

solana:fRfKGCriduzDwSudCwpL7ySCEiboNuryhZDVJtr1a1C

[Everett @SpinFN]

@factmachine @neodot @BBeesher @designape_ @0xArnav 😈

[Everett @SpinFN]

@mattytay @paradigm @variantfund @6thManVentures @BITKRAFTVC @SolanaVentures @Collab_Currency @VoltCapital @TheiaResearch @robotventures 🤝

[Nikita Buyanov @nikgeneburn]

I always dreamed to make proper hard sci-fi.
It been around my head for years - to bring life to new universe with predicting-the-future approach. And, of course, add something new to the genre as I did with Tarkov.
Now my life has become twice as difficult. I decided to rush in with the thought: what if more time passes and I no longer can or want to do anything new?

Frago is being developed by separate company that I created, full of great ppl around the globe.
Escape from Tarkov is my life and I'm continue working on it too with my BSG family no matter what.
Tarkov for life.
Frago is the new adventure that I want to share with you.

Thank you for your support and long live hardcore!

[Fragmentary Order @fragorder]

Welcome to Fragmentary Order.

Fragmentary Order is a hardcore sci-fi FPS set in 2251.

Warfare is systemized.
Your position in it is yours to build.

Visit https://t.co/q8FvD7B58y for more info.

https://t.co/zGmFvWEKLk

[BITKRAFT Ventures @BITKRAFTVC]

The consumer tech landscape just hit a massive inflection point: In 2025, non-gaming apps officially out-earned games for the first time. 🧵

[BITKRAFT Ventures @BITKRAFTVC]

When prediction markets hit $60B in volume, the integrity question becomes impossible to ignore. 👇🧵

[Everett @SpinFN]

DraftKings, Robinhood, now Underdog. Owning the rails is the meta

[Lydia Beyoud @ElleBeyoud]

Some prediction market deal news:

Fantasy sports company Underdog has acquired Aristotle’s CFTC-regulated exchange and clearinghouse licenses.

Aristotle will continue to operate PredictIt, one of the OG political betting markets.

More on @TheTerminal

[Everett @SpinFN]

Lots of great bits in here on where the space is moving. Feels like we’re still in the first inning

[PredictionIndex.xyz @predictionindex]

We just published the Prediction Index Annual Report 2025–2026. 👉https://t.co/z8ulqyWiVI

Over the past year we tracked 268 projects, $120B+ in cumulative volume, and 115k+ live markets across the prediction market ecosystem.

The report is a collection of essays from builders in the trench, researchers, traders - those who dive into market structure, research process, trading execution and see how programmable probability is reshaping our politics, culture, and trading in real-time. We cover topics like competitive market design and infra, monetization innovation, proxy hedging, oracle, liquidity and more.

Read the full report here:
https://t.co/z8ulqyWiVI

Huge thanks to the main contributors who made this possible:
@lililashka @MartonBorsos @ericsports from @predictionindex
@probabilitygod @Inframarkets
@MarcinRedStone from @redstone_defi
@justigor from @functionspaceHQ
@AliHabbabeh from @xomarket
@JustinHerzig from @EstablishtheRun
@gianlucapanz from @predikapp
@drealblaise @hanami_foresee

And appreciation to frens who supported the thinking, reviewed drafts, and shared ideas along the way:
@NathanWorsley_ from @Euphoria_fi
@dimahorshkov from @trylimitless
@thib0ault from @Polymarket
@meleemarkets

[BEN.ZZZ @cyberpunk]

https://t.co/VSNfiyfMsv

[Everett @SpinFN]

Excellent piece from my colleague Ben on why the durable AI advantage is shifting from models to the environments they learn and operate within.

[technoir @0xtechnoir]

https://t.co/3kJ2YMW9vH

[Everett @SpinFN]

Just the beginning of agentic entertainment

[BITKRAFT Ventures @BITKRAFTVC]

https://t.co/69sMdhXdpU

[Everett @SpinFN]

https://t.co/Qy0pMGHx5L

[Everett @SpinFN]

Came across this stat in a WaPo article from October:

82% of bets placed by 21–24 year olds are parlays.

A 5-leg parlay wins ~3% of the time (assuming 50% chance on each leg), with a ~21% house edge...

The purest expression of the get-rich-quick mindset gripping my age group.

Small stakes, asymmetric upside, and knowingly poor odds.

[Everett @SpinFN]

@0xMadSped @BBeesher @aradtski @designape_ @neodot @n01man @0xArnav @YamiAura @al0x_w @The_myspace_tom Had a lot of fun🙂

[Everett @SpinFN]

@UserzFN my king

[technoir @0xtechnoir]

$ORE shows how a clean primitive with strong tokenomics could spark an entire onchain economy

Its rise has been fast — catching many by surprise

Our thoughts on why this matters, how this might evolve, and why we’re holders.

Plus, a fun alt frontend I built 🧵👇

[Donut @DonutAI]

For the last 6 months, we’ve prototyped Donut, with 100,000+ visionaries on the waitlist to co-create the interface for the financial internet.

Today, we're excited to announce that We raised $22M to build the world's first agentic crypto browser for trading.

Money doesn’t sleep. Keep it growing.

(1/15)

[Beamable Network @BeamableNetwork]

The date is in.
The ticker is $BMB.

11/06/25

@Metaplex Genesis Token Presale

[BITKRAFT Ventures @BITKRAFTVC]

We’re proud to back @miranetwork as they successfully launch the $MIRA token today.