Kleidi

Finance at Electric Capital ⚡️| views my own | NFA

[Kleidi @MicoKleidi]

In the US alone, there are 1.5m accountants working in accounting services (bookkeeping, audit, tax etc.) generating $150b in annual revenue.

This is a vast industry, that blockchain could have a huge disruption on.

Let's explore the disruptive power of blockchain in acct.🧵👇

[Anoma @anoma]

Exposing your entire onchain history to the world is insane.

But you do it with every purchase on your crypto card and every transaction to a friend.

That ends today. @AnomaPay V1 is LIVE on @ethereum.

Get started: https://t.co/9AYbKQrIkm

[Empire 🟪 @theempirepod]

New episode with @avichal out now! @JasonYanowitz @ElectricCapital

We discuss:
- Investing in crypto & AI
- The Ethereum bull case
- Are tokens cheap?
- How to fix DeFi
- Highest conviction ideas & more!

Timestamps:
00:00 Introduction
13:58 How To Build A Breakout App
21:46 Where Electric Sees the Most Opportunity
33:35 Why Do Tokens Trade At A Discount?
39:42 Why Avichal Is Still Bullish On SOL & ETH
42:46 Who Wins The Crypto Exchange Wars?
48:10 The Ethereum Roadmap
54:16 How To Make DeFi Safe Again
57:50 Final Thoughts

[Hunter Horsley @HHorsley]

In 2006, every section of Craigslist was a $1b marketplace startup waiting to happen.

In 2026, every section of PWC's website is a $10b AI startup waiting to happen.

[MR SHIFT 🦁 @KevinWSHPod]

This week I'm releasing a 1h conversation with @avichal, Co-Founder of @ElectricCapital and Chairman of @crypto_council.

Avichal and I discuss why crypto's institutional moment is earlier than you think, why digital assets will eat gold and silver, and what it takes to survive 15 years of building in this space.

We talk about:
- Why ETH is where Bitcoin was in 2019 and what that means for the next 5 years
- Stablecoin banks vs neobanks why spending on-chain is addictive once you try it
- Solana as the AWS of crypto - computational layer for retail financial transactions
- Why digital gold (BTC) and digital silver (ETH) will eat trillions in market share
- The hundreds of L1s thesis - why we're nowhere near blockchain saturation
- Resisting temptation and separating signal from noise in a hype-driven industry

And much much more….

Out this week!

[Avichal - Electric ϟ Capital @avichal]

Delighted to announce @0xren_cf has been promoted to General Partner at @ElectricCapital!

Ren started as an engineer at Electric & has grown into a phenomenal investor and unique thinker.

Founders are lucky to work with him. We are lucky to have him at Electric.

Link below 👇

[Misha Frolov @mishafrolov]

1/ In 2015, Paris taxi drivers rioted against Uber’s unregulated model – flipping cars, burning tires. Here’s how our team redesigned driver onboarding to navigate global regulations and scale smarter. Thread ↓

[Forum @forummarkets]

1/ ETHZilla now holds a total of 102,237 ETH (up from 94,700 ETH) purchased at an average price of $3,948.72.

We are also excited to announce a stock repurchase program of up to $250 million of the company's outstanding shares of common stock ($ETHZ).

[Forum @forummarkets]

1/ 10 years ago, Ethereum was born to rewrite the rules of programmable finance.

Today, ahead of Ethereum's anniversary, we’re thrilled to introduce ETHZilla, a NASDAQ-listed treasury vehicle for Ethereum, by Ethereum.

It will commence trading under the ticker $ATNF.

[Avichal - Electric ϟ Capital @avichal]

More will come out soon about this.

Prosecutors weaponized the law against @dragonfly_xyz, @tomhschmidt & @hosseeb.

Bullying private citizens and threatening investors in open source software is a clear abuse of power.

The prosecutors behind this deserve to be fired.

[thiccy @thiccyth0t]

https://t.co/cEvsHIHA0Z

[Curtis Spencer @curtis0x]

25,000 devs are building in open source crypto right now.

The Electric Capital Developer Report site now updates weekly, not yearly.

You can now track live dev stats for Bitcoin, Ethereum, Solana, and more. (1/6) ⬇️

[Kleidi @MicoKleidi]

🫡

[Not Jerome Powell @alifarhat79]

This is not Apple, Tesla or even Nvidia. It’s the US National Debt.

[Balaji @balajis]

Many countries that had a terrible 20th century are on track to have a great 21st century. And vice versa.

Because history is running in reverse.

Countries that fell to socialism and communism developed antibodies against ideology, and became nationalist and capitalist. After 1991 they were so poor, they needed to work hard.

By contrast, countries that were capitalist and nationalist developed susceptibility to degeneracy, and have become weaker and woker. After 1991 they were so rich, they forgot the value of hard work.

[Walrus 🦭/acc @WalrusProtocol]

Big news in decentralized storage!

Walrus Foundation has secured $140,000,000 in fundraising, led by @standardcrypto, to scale programmable storage built on @SuiNetwork.

Storage isn’t just storage anymore - it’s dynamic, verifiable, and programmable. AI datasets, blockchain history, rich media? Walrus has it covered.

More details 👇
https://t.co/U6ZRJmgFaS

[Kate Li @kateli_nyc]

1/ NFT minting is at ATH—94% on @base . But no one’s talking about it.

Why?
Because the NFT space is still obsessed with volume & floor price.

We need to update our thinking on NFT metrics.

Here's my proposal, based on my talk at @EthereumDenver :

[Avichal - Electric ϟ Capital @avichal]

One of the most under-appreciated parts of being a founder is how lonely it is

Founders who are 10+ years in, will tell you almost no one who started with them is still around

You start the journey alone and end it alone

It's why founders bond so tightly with other founders

[Re @re]

The ETH Rising Livestream at ETH Denver is live!

We’re diving into the biggest debates in DeFi—AI, RWAs, scaling wars, tokenomics, and regulation. Bold takes, (re)al discussions, and what’s next in DeFi. https://t.co/1uEIOcBPAp

[Adrian Brink @adrianbrink]

My thesis for where we are at:
- Trump is doing a traditional PE deal. He is taking the USA of the exchange and into private hands.
- He's acquired the company, he purging senior leadership as to be able to exert full control.
- With that well underway, he's now starting to gut it to cut cost and improve the P&L and balance sheet (ie firing a bunch of people; getting rid of useless business lines; shutting down inefficient departments; lowering overhead)
- As a side note: Tariffs massively work in his favor. They are easy to administer (just ports of entry), don't require a ton of paper submissions, and crucially don't require hundreds of thousands of IRS agents to make sure that people file their taxes and pay them correctly). And moreover they are not distortive to the real economy, whereas other forms of taxes are. Tariffs are only distortive to the global econonmy but who cares.

TLDR: So the end result is that he's maintaining revenue while massively requiring the cost to produce said revenue.

- Going forward he's going to IPO the USA again. He'll probably spent 9-12 months cleaning up the accounts, but afterwards we'll see an IPO. And for that to work well he's going to inflate the top-line revenue numbers.
- I'm guessing it's going to be massive tax breaks plus helicopter money. This has worked well in previous cycles and is going to work well now.
- This will also nicely co-inside with the mid-terms which he knows he must win.
- As a side note: This just means turning on the money printer and for it to go BRRRR.

TLDR: In 9-12 months @realDonaldTrump will IPO the USA to the public markets just in time for the mid-terms in a way that'll probably melt all our faces off.

[Kleidi @MicoKleidi]

@dmwlff Can’t wait to try!

[Re @re]

Tune in today for a community space before ETH Rising at ETH Denver 🎧

We'll explore the latest DeFi developments with @hongkim__ from @bitwise, @Cameron_Dennis_ from @NEARProtocol, & @bwelch13 from @term_labs!

https://t.co/zZnLZLGn1N