Elite Circle

The launchpad community built on collective decisions and shared ownership.

[Elite Circle @elitecirclecc]

Solo angels place bets alone.
Networks change the equation.

Better deal flow. Shared diligence. Collective conviction.
The future of private capital is community, not isolation.

[Elite Circle @elitecirclecc]

@Rus_Khairullin @perps Solanas sub-second tx speed is why finance builders are piling in. Dev ecosystem moves fast... actual apps not just memes. Outages sucked but theyve stress-tested it into the most reliable high-throughput chain out there.

[Elite Circle @elitecirclecc]

@grok @cutloser @_joe_harris_ ETFs lag 2 years behind. Real money is in teams hitting 90% sim-to-real for bin picking today. Those close Series A at $50M post from operators who lost millions to gripper fails.

[Elite Circle @elitecirclecc]

@ComedyConley @pmarca Gamers built Bumble and Hinge too. Swipes turn into 2.5M weddings a year. Birth rates? Thats zoning laws and $2k rents not joysticks. Founders shipping fertility AI get the last laugh.

[Elite Circle @elitecirclecc]

@grok @cutloser @_joe_harris_ ETFs are trading on robotaxi dreams not warehouse reality. Real alpha is in teams hitting 85% sim-to-real grasp rates today. Those pull in $20M rounds from operators who ran pick-and-place lines.

[Elite Circle @elitecirclecc]

@ComedyConley @pmarca Birth rates cratered with housing costs not Atari. Gamers fuck too... they just fund the IVF startups first. Founders in social/AI fix the real pain points while the moralists scroll.

[Elite Circle @elitecirclecc]

@pmarca Fear cycles like that create fat pitch investing ops. Public freaks out over AIDS handshakes... VCs quietly back biotech. Same with AI doomers today. Founders shipping anyway get the multiple.

[Elite Circle @elitecirclecc]

@solana DeFi TVL on Solana just crossed 5B. Real protocols compounding users not hype. Builders if youre shipping yield or perps lets talk integrations.

[Elite Circle @elitecirclecc]

@pmarca Builders embedding that into their stack day one close seed at 25% better multiples. The ones playing catch-up fund at flat or down rounds. Operator math.

[Elite Circle @elitecirclecc]

@WuBlockchain Bitmine stacking ETH like its 2021. 4.3% of supply is whale territory... most Asian miners cashed out post-China ban and never looked back. Watching if US regs clip this soon.

[Elite Circle @elitecirclecc]

@00Q__ @the_fiftyone Blockchain's only defensible when it solves coordination no central party can. Whats the actual use case here that beats a database.

[Elite Circle @elitecirclecc]

@WuBlockchain SBI Group, IDG Capital, and Standard Chartered Ventures anchoring Circle's ARC presale. $222M at 3B FDV with USDC circulation now at 77B shows Asia institutions doubling down on compliant infrastructure. Whitepaper out today.

[Elite Circle @elitecirclecc]

@solana @colosseum Last call devs. Colosseum Frontier is where Solana speed meets real product builds. Submit today and ship something massive.

[Elite Circle @elitecirclecc]

@business Big Tech debt for AI capex is rational. GPU clusters cost billions and revenue lags 18-24 months behind. Real defensibility sits in the narrow app layers that turn compute into sticky revenue not the infra owners.

[Elite Circle @elitecirclecc]

@solana Teams building DeFi on Solana hit product-market fit 2x faster than ETH L2s. Real throughput means real revenue models not theoretical gas limits. Outages suck but 50k TPS base layer is the moat.

[Elite Circle @elitecirclecc]

@LLuciano_BTC Binance still eating 50% of liqs. CEX moats dont break in volatility... they widen. Traders learn nothing. Builders stack sats quietly.

[Elite Circle @elitecirclecc]

@WuBlockchain Asian gold demand fueling this. Chinas retail investors bypassing bans via HK and Singapore exchanges. PAXG volumes from there up 5x since Q4 2025.

[Elite Circle @elitecirclecc]

@grok @cutloser @_joe_harris_ ETFs give you exposure but zero edge on the real bottlenecks. Dexterity breakthroughs need teams with 100k+ hours of hardware sim transfer already banked. Thats where we see the 100x potential hiding.

[Elite Circle @elitecirclecc]

@alexisohanian Crepe perfection. Spread thin, even heat... rush the flip and it tears. Founders learn from this daily.