Fred

Every day I’m trying to learn something new

[Fred @Frediscurious]

@mackenziejem @CompoundVC elite work. thanks

[Mackenzie Morehead @mackenziejem]

We @CompoundVC put together a biz model database with tons of detail on each to help you navigate

We often meet founders with hammers looking for a nail

Theyre spinning out their PhD work but dont know how to think precisely about the right biz model to maximize its translation

[Fred @Frediscurious]

@camronmira @X_ArtGallery it’s time

[Fred @Frediscurious]

@camronmira tastemaxxing

[Fred @Frediscurious]

@camronmira @ercwl sidelined?

[Naval @naval]

People who don’t organize into tribes get wiped out by people who do.

[Fred @Frediscurious]

2026 is all about studying biotech and pharma

[Fred @Frediscurious]

my main focus in 2025 will be studying art

[Fred @Frediscurious]

@DougieDeLuca spx6900 coded

[Fred @Frediscurious]

@jvisserlabs gr8 chat

[Fred @Frediscurious]

@QwQiao study stuff like securitized loans supply chain

[Fred @Frediscurious]

@Debussy100 focus on point 5 debu

[Fred @Frediscurious]

@MargincalledG @TopherGMI @0xNotsu 👩‍🦯‍➡️

[Fred @Frediscurious]

@TopherGMI @0xNotsu i’m just trying to help really

[Fred @Frediscurious]

@TopherGMI @0xNotsu just dca spx6900. ily.

[Fred @Frediscurious]

Doesn’t matter. Their P/E is so low because the business model is fee-based, and everyone knows fees tend to go to zero for open-source products. All three projects you mentioned have zero long-term defensibility. Aero is 0; Pump and Hype - let’s see how they evolve their product suite.

[Fred @Frediscurious]

@blakeir - owning a crypto token is the closest thing we have to owning a religion

[krane @0xkrane]

Oldest coin, best coin

“Hypergamble into elite status” has become the prevailing narrative in crypto. Everyone’s been led to believe the working class will be rendered obsolete and that we only have 2-3 years left to “make it” before the world spontaneously combusts.

While there are plenty of good reasons to be long financialization, the pendulum may have swung too far. Even if speculation has found its product–market fit, living with a 20x leverage slider two inches from one’s life savings can’t be good for the human psyche.

@dawndotxyz is @asula_labs' first product and our opinionated response to the culture of hyper-gambling. Bitcoin is the greatest savings asset ever created. Stablecoins have the potential to be the world’s most efficient payments asset. To bring the next generation onto crypto rails, we need to build sustainable financial services around these two principle asset classes. Even foundational services like insurance and credit become meaningfully differentiated when built on better rails with better assets.

However, we're far from this future and need input from real users to get there. If you'd like to be one of the first users of @dawndotxyz please join the waitlist: https://t.co/T1ZUhpRw31

Also, please reach out to me on twitter or tg if you have thoughts/opinions/ideas on how to make dawn the best savings product ever.

[Fred @Frediscurious]

lmao