Mike McCann

Investing @NorthIslandVC

[North Island Ventures @NorthIslandVC]

We analyzed 200 talks from @solana Breakpoint '25 totaling 20 hours of content using NIV's AI Summarizer to bring you the takeaways from each day and detailed summaries of each talk for those that want to get in the weeds. See link below @SolanaConf
https://t.co/SmqnoKKLSX

[Mike McCann @dmichaelmccann_]

@mert What is driving the delta between the total volumes ($80mm) and the sum of the individual markets ($35-40mm)?

Are there some trading venues on Solana not being accounted for in the markets tab?

[Mike McCann @dmichaelmccann_]

@tumilet Ah thanks for pointing that out.

Thought the BBB was tied to your revenue assumptions but the other bars represented fees.

[Mike McCann @dmichaelmccann_]

@cptn3mox Do you have a source on the buyback and burn?

I listened to the Q&A with the Bybit team and what they said there was that they might submit a proposal to burn some of the ~47% of supply held by the DAO treasury.

[Artemis @artemis]

https://t.co/iLwEyiGgsU

[North Island Ventures @NorthIslandVC]

The @coinbase Crypto Summit was packed with insights from crypto and tech visionaries.

Missed the summit and short on time? We condensed 6.5 hours of talks using AI tools into key insights and a summary of each talk. See the link below!

https://t.co/KqkT7gqAOw

[North Island Ventures @NorthIslandVC]

Solana Accelerate in NYC was jam packed with insightful content - way too much for any individual to take in. So, we used a suite of AI tools to consolidate 170+ talks totaling 30+ hours into a digestible summary of key takeaways; plus a more in-depth summary of each talk for those who want to drill down. Open sourcing it here for all to enjoy! https://t.co/KqzMYXVdll

[Mike McCann @dmichaelmccann_]

@BryanC_39 @blackbird Yeah I don't have a great response to why blockchain point, it is a consumer app that people seem to be using.

They say much of the standard stuff ie cost efficiencies, token rewards grant novel experiences, etc.

[Mike McCann @dmichaelmccann_]

@BowTiedIguana Thank you Iguana! I mean it when I say that.

My previous security analysis process was just checking if projects had been audited and maybe if there were any critical issues.

You helped me level up tremendously 💪

[Night Owl @NightOwlCapital]

Interested in working at a crypto fund?

Read this: https://t.co/PvjaSXzyB1

[Mike McCann @dmichaelmccann_]

@BowTiedNightOwl Thanks again for the platform! I've gotten a lot of value from the newsletter so was happy for a chance to give back.

Hope your audience finds it helpful.

[Analyst Dao @AnalystDao]

Analyst Dao Report #2 : DeFi “2.0” : A Magnum Copeus - Internet Native Growth Strategy and the Liquidity Value Chain (Part 1/3) - @patfitzgerald01 🧵 👇

[Analyst Dao @AnalystDao]

This thread will dive into the details and explore the potential of EVM + IBC through an analysis of EVMos and their recent "rektdrop"

First, quick intro. to Cosmos 🧵👇

Written by Analyst Dao member @CryptoExplain23

[Analyst Dao @AnalystDao]

Analyst Dao Report #1 : Exploring the Design Architecture of Decentralized Stablecoins - @JKendzicky 🧵 👇

[Analyst Dao @AnalystDao]

https://t.co/WM4c0Rxbsb

[Analyst Dao @AnalystDao]

Analyst DAO is starting a round of rolling recruitment. Anyone that has interest in Analyst DAO can fill out our google form to apply.

Besides basic information, we're interested in any relevant research you've published/or an investment thesis you've written.

[Mike McCann @dmichaelmccann_]

@hubermanlab Super cool.

Hoping this helps increase the pace of innovation and lets scientists explore things they otherwise couldn't.

I'd guess that it will.

[Mike McCann @dmichaelmccann_]

@saltycharts @callicrates_ https://t.co/0WbxCRBhMS

[Darren Lau @Darrenlautf]

The recent @dydxprotocol definitely printed 💰 for several users, especially those with multiple addresses!

Deposit $100 => $5,000+ airdrop
Trade $1m+ => $190,000+ airdrop

Here's a thread on where I'm currently farming for retroactive airdrops 👨‍🌾

Retweet to share alfa 🙌