Manoj Vasudevan

Investing @ one of the largest Endowment Funds in the world | Building an institutional portfolio in Blockchain and Digital Assets

[Manoj Vasudevan @manoj033]

BITCOIN HAS NO INTRINSIC VALUE.

But it has immense “IMPUTED VALUE”.

And that’s all that matters—and why it’s the sixth most valuable asset today and might one day be #1.

People are massively underestimating its network effects.

[Manoj Vasudevan @manoj033]

@mdudas @aaalexhl 💯

This was still unusual behavior even for Hayes. But maybe it was out of desperation — desperate times call for desperate measures. Maybe his portfolio is imploding and he needed some easy wins 😂

[Manoj Vasudevan @manoj033]

@moseskagan add university endowments and philanthropic foundations...

[Manoj Vasudevan @manoj033]

@abhay @santiagoroel My 4-year old shilling his favorite podcast. Got to start them early! 😂

[Manoj Vasudevan @manoj033]

F CA g CA NC D even SC gd vqq was g treecv c bc bb demes https://t.co/8wjiL8wdLc m

[Manoj Vasudevan @manoj033]

6/6

Congrats @jasonbadeaux and @daylightenergy team on the $75M raise.

Excited to be part of your journey — the sun is just rising 🌞

[Manoj Vasudevan @manoj033]

Daylight is about to change the game for the Solar PPA model..

How ? 🧵👇

[Daylight @daylightenergy]

We’ve raised $75M to build the decentralized energy network powering the world’s most important commodity: electricity.

This funding helps us move faster toward an electric grid that delivers what the old one no longer can: affordability, reliability, and abundant power.

[Manoj Vasudevan @manoj033]

5/
@daylightenergy has the potential to unlock a globally scalable, instantly financeable PPA market — one that’s more aligned with long-term ownership and crypto incentives.

A completely new solar infra layer — faster, leaner, and onchain.

[Manoj Vasudevan @manoj033]

@JackNiewold Quite the contrary. Just disputing your premise which felt uninformed

[Manoj Vasudevan @manoj033]

@JackNiewold You clearly don’t know the team 👏

[Manoj Vasudevan @manoj033]

Most folks don't "truly internalize" the fact that crypto assets are Global Decentralized Assets, unlike every other asset category that is tied to one country or exchange or regulatory jurisdiction). The fact that crypto is a highly fragmented 24x7 market (over 500 trading venues globally for the same asset) makes it super conducive for arbitragers to make bank, magnitudes more than in traditional equity or commodity markets.

[Manoj Vasudevan @manoj033]

@mikealfred @dgt10011 💯 @dgt10011
Arbitrage strategies in crypto are the most alpha rich space that is overlooked by most capital allocators.

Its fascinating that these strategies can currently generate 20-30% annualized returns with very low volatility...a signal of how early we are in the space.

[Manoj Vasudevan @manoj033]

@NTmoney 😂

[Manoj Vasudevan @manoj033]

Wall Street complicates bitcoin way too much…

Much easier to underwrite it as a de-risked venture capital bet (10x).

It’s a bet on a journey…from an emerging store of value to an established store of value, which is what gold is.

This is about scarcity & network effects..

[Manoj Vasudevan @manoj033]

@HHorsley @SmartestBeta @MarkYusko @ricedelman Unfortunately, most folks incorrectly think that they missed the boat.. they can’t get over the “sticker shock” that comes with bitcoin’s optically high price per unit.

[Matt Taibbi @mtaibbi]

Thanks to explosive new document releases, the Russiagate hoax is now exposed, commencing a new era that will be about accountability for the guilty
https://t.co/xF9MyfmTq1