Andy

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Andy· 2025-07-09 11:11
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 ...
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Andy· 2025-07-09 10:37
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 ...