Dev Motlani

22. quant. builder. (onchain since 2017)

[Dev Motlani @devmotlani]

@ShubhamTotu wishing you a very happy birthday bhai. Jai mahakal.

[Dev Motlani @devmotlani]

being an entrepreneur a lot of times is like eating glass.

people forget how much pain you've to endure to build something meaningful.

[Guy Wuollet @guywuolletjr]

Fintech digitized the front end

Crypto is digitizing the assets themselves

[Dev Motlani @devmotlani]

@MacroMate8 very interesting, would love to connect

[Dev Motlani @devmotlani]

so... should we do it chat?
gstack says we should for sure.

[Dev Motlani @devmotlani]

@shrutipanjwani_ brewing one for ya

[Dev Motlani @devmotlani]

scientifically speaking

if you slam enough espresso/caffine to keep your heart rate at 125-150 bpm

then you’re basically biohacking zone 2 cardio

[Dev Motlani @devmotlani]

conquer.

[Pareen @pareen]

unfortunately there won’t be any evidence you tried if you don’t make it

[Dev Motlani @devmotlani]

courage. honor. valor.

[Dev Motlani @devmotlani]

@HarryStebbings 997.

[Dev Motlani @devmotlani]

@aditya_sharma lol

[Dev Motlani @devmotlani]

moments like these remind me that the dystopian sci-fi future isn’t as far away as we think.

this gives straight sci-fi movie war vibes

[Eren Chen @ErenChenAI]

A massive robot dog you can actually ride, built in China.

Imagine riding it through forests and mountains.

[Dev Motlani @devmotlani]

@Jason @bryan_johnson @Timodc lol didn’t know you were this funny jason

[Dev Motlani @devmotlani]

@willchen500 @TiredBambooLaw haha v creative

[Dev Motlani @devmotlani]

here’s why its broken.

crypto vc has basically become a liquidity extraction game:

get in at a $50m fdv, launch at $2b, survive the dump, and still mark a 10x on paper even after a 75% drawdown.

over time it drains the market. Too much extraction in a zero-sum game eventually collapses the game itself.

[Tom Dunleavy @dunleavy89]

The shift in the crypto fundraising landscape the past 6 months has been insane.

Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks.

Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high.

Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success).

Deals that used to close in 2-3 weeks now close in 2-3 months.

Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!).

There are now realistically <20 firms writing checks in pre-seed/seed.

VCs basically have the pick of any deal they want, with more time to do DD.

IMHO 25/26 are going to be historic vintages for those who stick around.

[Dev Motlani @devmotlani]

@akhil_bvs @daksh0x Let’s goo

[Dev Motlani @devmotlani]

@MotwaniSuhas @descopeinc @TheProductfolks way to go

[Dev Motlani @devmotlani]

@zamdoteth bet. starting today.

[Dev Motlani @devmotlani]

@zamdoteth have not larped. doesn’t seem to work.

gotta flip the switch &amp; start retard maxxing this shit.