Data Guy

In my opinion, data is both incredibly useful and highly distracting.

Focus on a few meaningful metrics and keep the model simplified.

[Data Guy @data_guy_1]

I wrote an article about my journey in the data world + I also share my preferred data stack. lmk what you think!

https://t.co/PhjK15OVoL

#D2C #CPG #datastack

[Ari Paul @AriDavidPaul]

Great thread. Medical disruption can’t come fast enough at every level, from insurance, to hospital admin, to med school.

[Data Guy @data_guy_1]

@coloradotravis lol I wonder what the example was for funds vanishing in TradFi

[Data Guy @data_guy_1]

@candicecincy Would be super curious to hear why @candicecincy

[Data Guy @data_guy_1]

It went from being cool to own #bitcoin bc @elonmusk bought some to being uncool bc laser 👀 to 100k to being called boomer coin to its final landing of a somewhat respectable, reliably boring, way too volatile 'experiment' worth 20k of magic internet money. Kinda interesting 😂

[Data Guy @data_guy_1]

@coloradotravis I agree there is no rush + probably goes lower. And yes, this is first macro bear market for #bitcoin but 2018 blow off the top was still pretty similar in terms of #btc crashed 70+% from the highs in about 6 months give or take. Think it may take longer to recover this time tho

[Data Guy @data_guy_1]

@AndrewSteinwold @DuneAnalytics probably the most legit/useful tool in crypto/on-chain I have found. I don't do a ton of NFT stuff but Dune would be helpful for NFT analytics I would imagine

[Data Guy @data_guy_1]

@TheStalwart @TheStalwart

Yes companies can see both and the ad platforms like twitter and FB are inflating their stats. Companies still pay for the media bc it is driving conversions but at a much less efficient rate than they are being told

[Data Guy @data_guy_1]

@coloradotravis thank you. It has taken months until you finally offered to buy me a drink🍺

I do appreciate your insights. I followed you specifically for a breadth of reality amongst lots of up only and it helped me position, so thank you. But obvi feeling bad for those not as lucky

[Data Guy @data_guy_1]

@coloradotravis maybe bad word. It fascinates me

[Data Guy @data_guy_1]

@coloradotravis you are having too much fun😂

What is neat about crypto is the real time at which you can observe the emotions of markets. Sure, stocks trade in real time but you don't see the order books on brokerage sites like you can on exchanges

[Data Guy @data_guy_1]

The last few years, the consensus: economy is doing great bc jobs + earnings are good

But if lots of jobs and earnings are supported by increasing debt levels, is the 'strong economy' really strong?

This is what I am thinking as I look around at the current situation unfolding

[Data Guy @data_guy_1]

@coloradotravis @coloradotravis some of us are old enough to remember 2020 - I think there were several in March, no?

[Data Guy @data_guy_1]

Mind-blowing stat of the day:

Most VC-backed startups don't automate reporting (sales, retention, LTV, etc.)

In 2022, this is akin to playing pin the tail on the donkey w/ your business🐴

Let me help you automate your data- check out my new venture!🔓

https://t.co/HWvTSpjVl2

[Data Guy @data_guy_1]

My friends company has 100+ employees but only 1 client (annualized <1m rev per year)

I feel like many businesses are funded, built before customer base exists

Is there a good reason for this? Why not start w MVP + build customer base before scaling? Is this outdated thinking?

[Data Guy @data_guy_1]

@coloradotravis I read the tweet, thought about it, and agreed with it haha. And I do think it is criticism that is valid. Any system which allows for large leverage unchecked is not sustainable

[Data Guy @data_guy_1]

@coloradotravis me: this criticism seems fair

your interpretation of me: this criticism seems unfair

lol...in my opinion the problem stems from leverage not crypto. That seems like a fair counter point no?

[Data Guy @data_guy_1]

@coloradotravis Crypto is filled with leverage and junk, no doubt. But, don't you find similar kinds of leverage and junk in traditionally financial markets? Wasn't the 2008 financial crisis largely the result of bad loans?

The criticism feels fair but why isolate the criticism to crypto?

[Data Guy @data_guy_1]

@QwQiao Querying raw blockchain data is complex. I would pay $ for easy to use tables someone else curates

Dune Analytics is basically this/you can fork code, but I think if someone curates top 50 queries from Dune, for ex., and allows users to connect via BigQuery, I would pay for that

[Tom Brady @TomBrady]

What’s up Vitalik! You may not know me but just wanted to say I’m a big fan of yours. thank you for everything you’ve built in the world of crypto, otherwise @Autograph wouldn’t have been possible. Hope I get to meet you some day you’re the 🐐