The current crypto VC investing barbell:1) Tokenization & stablecoins:There is a new cohort of founders entering the industry with backgrounds from Stripe, PayPal, Meta and others. These founders are extremely impressive on paper, have strong experience with fintech and understand how to build real revenue-producing businesses at scale.Investing in this category requires an understanding of traditional payment rails, the entire money transfer process and where there is room for disruption. It also requires ...

RT Tom Murphy (@TomMurphyTweets)Be a real shame if one tokenization company had the largest funds across multiple asset classes (including tokenized stocks), the trust of the world’s biggest asset managers and the full end to end tokenization stack and squad to continue scaling. https://t.co/O3NzYBO4EF ...

Tokenization is like memecoin launchpads for TradFi. ...

Gm. ...

RT Agent Chud (@AgentChud)Cro 😭😂 ...

Market Trend - The revenue meta is just beginning, indicating early innings type vibe in the market [1] - Recent projects are yielding new investment opportunities for patient investors [1]

Welcome to week 5 of the “revenue” meta, how's everyone doing here??? ...

RT josé.vdex (@josebetandcourt)ETH to outperform from here.(I’m ready to be hurt again) ...

Dropped a pod with Santi about his stablecoin & DePIN thesis, private vs. liquid markets, investing psychology, and what he's bullish/bearish on.Good for VCs, builders, speculators.https://t.co/PRWZ7dsTmT ...

"Alignment" is a total waste of energy.We should care about improving throughput, UX, onboarding flows, net new usecases, and a brand perception revival for crypto as a whole. ...