Unnamed VC

capital has no name

[Chris Davis @capradavis]

1/ According to my rigorous analysis of the launchpad landscape, roughly one gazillion launchpads have come to market this year.

But one stands out: Dripster.

Here’s why Dripster is the most compelling launchpad of 2025 👇

[Alex Svanevik 🐧 @ASvanevik]

A fascinating thing about Western medicine is that most doctors have no idea how to treat back pain.

[Niklas KunkΞl @nomos_paradox]

In 2017 I built the first DeFi Oracle on Ethereum at MakerDAO for DAI. I never could have imagined how far we would go. Today, Chronicle is the 2nd largest Oracle, securing $10+ billion dollars. I’m so proud of the team, without whom none of this would be possible!

[DCinvestor @DCinvestor]

war planning / decision group chats being leaked

featuring VPOTUS, SecDef, etc.

on non-gov platform which civilians can accidentally be added to

like holy shit, it’s a pretty massive big fuckup tbqh

[Andy @andyyy]

One clear trend in the market:

Everyone and their mom is trying to figure out how to get exposure to the upcoming stablecoin boom, yet there is no sound way to invest in this trend.

Very odd market dynamic.

[Nick Tomaino @NTmoney]

Credibly neutral, internet native store of value

BTC
ETH
Punks

What else?

[DCinvestor @DCinvestor]

has anyone created an tracker which summarizes ALL of the ETH being used as programmable collateral?

this would include ETH staked, ETH in lending markets, ETH in AMMs, etc.

basically anywhere that ETH is locked in contracts with its economic value being used as stake/collateral

[6529 @punk6529]

fr fr he's just like me

[Thomas Klocanas @tklocanas]

Oracle are hard. And they have a cold start problem.

That’s why we’re thrilled to announce our lead investment in @chroniclelabs alongside @6thManVentures, @galaxyhq, @BHDigitalAssets, @TiogaCapital, @robotventures, @RuneKek, @StaniKulechov & more. We’ve known @nomos_paradox & @jensenhaji for a while now, and as the team who launched the first oracle on Ethereum and recently spun out of @MakerDAO, we couldn’t think of a better crew to tackle the next phase of data infrastructure and oracles in digital assets, as the market opens up beyond existing crypto native assets and into ce(de)fi and tradfi opportunities.

[Peter Schroeder @peterschroederr]

The stablecoin ecosystem continues to grow.

[Thomas Klocanas @tklocanas]

Fired up for @dripsterdotfun's launch!
Token launchpads are evolving beyond memes, and branching out into the physical world, it's happening.

[6529 @punk6529]

great tweet

[6529 @punk6529]

"everything's computer" is actually the theme of the next few decades

[DCinvestor @DCinvestor]

if tariffs make America rich

then counter-tariffs will make the counterparty country rich

so everyone's just gets rich, right??

[Thomas Klocanas @tklocanas]

After 3+ years of building @BlockTower VC, we’re extremely excited to double down on teams who push the space forward in our next chapter, as we spin out the franchise, portfolio and team with my partners @spvenino33 & @winnielaux under a new independent venture focused firm: @strobefund.

[DCinvestor @DCinvestor]

i'm not running it locally yet (using Venice AI)

but the chain of thought presentation makes DeepSeek very interesting and compelling

and probably the one thing which makes me want to use it over everything else at the moment

it's refreshing to see that level of transparency. American-made AI wants you to think it's all magic and doesn't want you to see behind the curtain

this is Jobs-ian thinking. for tools like this, users want more transparency

[DeepSeek @deepseek_ai]

To prevent any potential harm, we reiterate that @deepseek_ai is our sole official account on Twitter/X.

Any accounts:
- representing us
- using identical avatars
- using similar names
are impersonations.

Please stay vigilant to avoid being misled!

[DCinvestor @DCinvestor]

imagine thinking that Ethereum L2s being a highly profitable business model

is somehow BAD for ETH or Ethereum

crypto has made some people are so zero-sum that they don't realize this is the most epic paradigm shift in crypto we've seen in years

[DCinvestor @DCinvestor]

this is the MOST IMPORTANT POST you will ever read on L2s and how they creative MASSIVE value for Ethereum and ETH through relatively inexpensive security from L1:

1) Ethereum makes it cheap for L2s to settle on L1 through blobs in EIP-4844
2) L2 developers work to create highly desirable blockspace (through healthy ecosystems and cutting edge features and scale it)
3) well-operated L2s become HIGHLY profitable business models and settle HUGE amounts of economic activity with massive numbers of transactions
4) more companies and other organizations see this rush to build on Ethereum L2s
5) L2s (when properly decentralized) will provide censorship-resistant access to ETH and thus scale the use of ETH as a medium of exchange and store of value money-like asset
6) an inescapable center of gravity to build on Ethereum forms, and soon EVERYONE is doing it because everyone else is doing it. ETH will be a preferred money for almost all of these L2s (especially for long-term use in smart contracts due to is censorship-resistance)
7) L1 fees continue to rise over time as there is always demand to settle there, and this is sufficient to keep ETH supply flat and usually deflationary
8) L2s eventually move to interoperate with one another based on tech evolution and customer demand
9) ETHEREUM IS SUDDENLY THE DE FACTO GLOBAL SETTLEMENT LAYER and ETH IS THE NATIVE PROGRAMMABLE MONEY OF THAT SETTLEMENT LAYER

you are literally see it happening RIGHT NOW. i don't think i can spell it out any more clearly

[DCinvestor @DCinvestor]

how could ETH get over $20K this cycle you ask?

simple:

SBF was selling your deposited ETH at the top and the bottom, and now he's in jail

and ETH will get an ETF this year, despite coping to the contrary by haters

and absolutely no other asset will for years

$20K is FUD tbh