Justin Guilder

Fintech and Digital Asset Lawyer, Operator, and Investor

[GREG ISENBERG @gregisenberg]

33 ideas on how to win:

1. pricing is product, not just a number
2. useful gets adopted. beautiful gets shared
3. vibe market before you vibe code
4. build a product that screenshots well
5. date the product, marry the trend
6. be 10x better at one thing, not 10% better at everything

7. build audience before product

8. start with a niche that feels too small

9. stack tiny advantages: domain name, design, distribution

10. build in obscurity. launch like you're famous

11. bad ideas are polite. good ones feel a little insane

12. focus on activation before acquisition

13. follow the weirdos, they find the future first

14. add social features that feel like gifts, not obligations

15. ignore your competition. study your followers

16. ship ugly, sell pretty

17. your first product is a wedge. not the endgame

18. delight is a warm & fuzzy feature that pays dividends

19. treat your first 100 users like co-founders

20. build for the problem behind the problem

21. create entertaining content that your product naturally solves

22. build systems around content creation

23. obsess over brand and name, they're what people remember

24. ship small, ship fast, ship often

25. lower time-to-value vs the competition

26. default to transparency when others hide

27. make something that gets better the longer you use it

28. position at the intersection of two trends

29. incentivize super fans to be distributors

30. turn every user/follower into a potential affiliate

31. structure your product as a series of small wins

32. be personal when others are corporate

33. you can't A/B test a movement

[Justin Guilder @jguilder]

Gensler doesn’t understand crypto or history https://t.co/iaP6yQ3jKn

[Justin Guilder @jguilder]

I wonder whether the Second Circuit will ever decide the Coinbase Appeal https://t.co/a3oo2o2wT4

[Justin Guilder @jguilder]

Intriguing times on the horizon with $740MM worth of token unlocks coming…

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

1/ Over $740MM Worth of Tokens Unlock in Next 30 Days across over 40 crypto protocols, including Arbitrum, Optimism, Starknet, and Aptos

These tokens were previously restricted to prevent early investors and team members from selling en masse.

Let's dive into the implications of large-scale token unlocks for protocol owners and venture capitalists.

Similar to equity vesting in TradFi, these events present unique challenges and opportunities and require careful navigation.

[Justin Guilder @jguilder]

In 5 years, what percentage of HNW individuals be self managing their investments with the power of AI vs delegating management to a human advisor that is leveraging AI?

Thoughts?

[Justin Guilder @jguilder]

WOYM: A Macro & Markets update. Buying the Dip? https://t.co/WPpIdB9T5K

[Justin Guilder @jguilder]

Had such a great time speaking with @MollieEastman

She dropped some serious knowledge about sleep

Tune in later this week when the new podcast drops

[Justin Guilder @jguilder]

WOYM: Meta Llama 3, Productivity Boom, AI & Datacenters https://t.co/yPWugwkMgM

[Justin Guilder @jguilder]

UHNW corporate execs have a much higher ownership of luxury planes than entrepreneurs and inheritors

Would have thought it was the other way around since the entrepreneur probably has a clearer path to tax benefits of depreciation

Interesting breakdown of luxury asset ownership by wealth archetype also shows that art ownership is higher amongst entrepreneurs

[Justin Guilder @jguilder]

WOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks https://t.co/xKk3HQS6MW

[Justin Guilder @jguilder]

WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro https://t.co/5g8ARhZg5O

[Justin Guilder @jguilder]

Hey @ramahluwalia does it surprise you that the CIO of Goldman Sachs Wealth Management is skeptical of Bitcoin?!

Any other ways in which we @LumidaWealth differ from Goldman?

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

Check this out

There is an intern at Goldman Sachs (‘GS Intern’)

GS Intern is outperforming the CIO of Goldman Sachs due to their crypto exposure

GS Intern was not persuaded by CIO

Message to GS Intern: I see you. We have a role opening for you.

Unplug from the matrix.

[Justin Guilder @jguilder]

Hey @ramahluwalia does it surprise you that the CIO of Goldman Sachs Wealth Management is skeptical of Bitcoin?!

Any other ways in which we @LumidaWealth differ from Goldman?

[The Wall Street Journal @WSJ]

Goldman’s Sharmin Mossavar-Rahmani remains skeptical about bitcoin, even as the cryptocurrency has soared this year https://t.co/rsHBhIxudk https://t.co/rsHBhIxudk

[Justin Guilder @jguilder]

WOYM: Nvidia GTC Conference, Fed Watch, Top Decile Venture https://t.co/M0cFEmlzq0