Matthew Nay

Investor @FoundationCap | Prev: @MessariCrypto & MIT

[Matthew Nay @NaytheForceBwU]

Excited to announce that I started at @FoundationCap this week on the investment team!

Pumped to join the team that was one of the earliest backers for Solana. Even with sentiment where it is today, I’m doubling down and excited to partner with builders who are doing the same.

Bittersweet leaving @MessariCrypto, I loved every second of it and will now be the largest consumer of all their research.

If you’re building something bold, new, and a little crazy reach out!

[Matthew Nay @NaytheForceBwU]

@Degenerate_DeFi

[Matthew Nay @NaytheForceBwU]

@MostlyData_ Afraid you might be posting for a while

[Matthew Nay @NaytheForceBwU]

@rennyzucker @TheMetsX To be fair the mets are still a AAA team this year

[Matthew Nay @NaytheForceBwU]

AGI isn't here until a new model can save me more time than this keyboard shortcut

[Matthew Nay @NaytheForceBwU]

@tulipking I paper handed on that dip and am now catlined lmao

[Matthew Nay @NaytheForceBwU]

Let the games begin

[Pumpcade @pumpcade]

The Cade Cup is now live!

From now until July 19, we have enabled instantly resolved markets on every World Cup match.

Climb the PNL leaderboard, predict the most, or get the biggest multiple. $75K+ on the line.

Pumpcade Summer has officially begun at https://t.co/KuttnyzQkc

[Matthew Nay @NaytheForceBwU]

@defi_monk Only thing left is to respect the pump https://t.co/lULHEorpzP

[Pumpcade @pumpcade]

The Cade Cup.
5PM EST.

https://t.co/KuttnyzQkc

[Solana @solana]

Join the @pumpcade Cade Cup starting July 4 and predict instantly-resolved World Cup markets for a chance at $5k in daily prizes.

[Seraphim @MacroMate8]

study how @pumpcade did their raise

[Matthew Nay @NaytheForceBwU]

@zcb_spec Welcome

[Matthew Nay @NaytheForceBwU]

@HadickM Can anyone actually make a consortium work? I could see the argument for why Stripe would have some of the best chances, but still unlikely

Defining work as competing with USDT and USDC btw

[Kosgood @kosgoood]

scaling @pumpfun taught me a lot, but the most important lesson was the power of community

@pumpcade has purchased 10k of solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump $NEET and $TROLL to give away to those who pre-register for the Cade Cup before Saturday

pumpfun eco reigns

sign up @ https://t.co/6YOPHjaNsW

[Joanne Chen @joannezchen]

The middle of VC is dead.

What do I mean by that? Generalist investing - all stages, all sectors.

Nowadays, you have to pick one end of the barbell and stand for something - a stage, a sector. Stay a generalist investor, and you will likely get squeezed out.

Founders have endless options now. No VC can be the best at everything, so you really focus - a couple of stages, the technology you've studied early, and a clear way you actually help founders.

I remember having this conversation 12 years ago at @FoundationCap.

We asked one question: what do we excel at? The answer was seed.

Today, ~85% of our companies have no revenue when we invest. No customers and oftentimes no product. We are usually their first institutional check.

But our value to founders is clear: We help you go from zero to one. We help you get your first customers and your first hires.

Writing a $1 billion check into a company like Anthropic is not the same job as writing a $10 million seed check. With the big check, it’s a faster payout: You are backing a company that already works - the product and customers are already proven, you are just betting it gets bigger.

When you back seed stage companies, it’s a much longer timeline, there is nothing to point to yet. You are backing the people - the underdogs, the team with the odds stacked against them - and betting they can figure it out and move fast. Then you help them do it, for years. It is a different skill.

By focusing like this, we’ve been able to really support our founders - most seed companies never raise a Series A. Over 75% of the ones we back do.

[Matthew Nay @NaytheForceBwU]

I pre-registered for the Cade Cup, @pumpcade hosted free money tournaments for the World Cup knockout round. Register yourself at https://t.co/ePyV7b9yKN

[Matthew Nay @NaytheForceBwU]

@MostlyData_ @SolanaFndn Wow what a hire, congrats!!

[Matthew Nay @NaytheForceBwU]

@vassallo @toly @cerebras Worlds collide 🤝

[Matthew Nay @NaytheForceBwU]

@wagmiAlexander Fair but always have to start somewhere

[Sam Schubert @minnus]

Narrative violation part two...

Tokenized assets have now flipped memes in @Raydium swap revenue share.

Getting a feeling classic AMM pools may be the sleeper trade of tokenized equities developments on @solana

[Matthew Nay @NaytheForceBwU]

The real flippening

[Sam Schubert @minnus]

Narrative violation...

Tokenized assets just flipped memes in Solana spot volume.

On June 23, tokenized assets were 17% of @solana spot volume vs. memes at 12%

[Pumpcade @pumpcade]

The Cade Cup sponsored by @solanafndn

Starting July 4 start with a fresh daily balance

Predict on instantly resolved World Cup markets and climb the leaderboard

$5k+ in daily tournament prizes

Pre-register now and refer friends for bonus play credits: https://t.co/KuttnyzQkc