Thought Leadership Threads

The past week was brutal for anyone holding stocks or crypto. Everything corrected and then corrected more. 💥😵💫💥

Some voices are shouting “buy the dip” while others are predicting the beginning of “a crypto winter”.

My framework for thinking about “corrections”: 🧵👇

After spending 2 months in the web3 world, I’m convinced the community is tackling some of the biggest and most foundational problems of our generation.

But solving these problems isn’t simple nor is success guaranteed.

A short thread on “solving challenging problems”: 🧵 👇

So far, 2022 is off to a rocky start. Fears of inflation and signals that the rate environment is about to shift have driven the markets down with high growth tech stocks leading the charge.

What does this mean for #VC backed private companies? A few thoughts:

It’s been 6+ weeks since taking the Red Pill and what’s impressed me the most is the energy and talent pouring into the space.🤯🤯🤯

And I can truly say that it’s undeniable that there’s a common superpower at the heart of everything web3!

The superpower:🧵👇

🚨Alert!🚨

There’s a lot of fanfare surrounding the lending volume flowing through DeFi rails.

Something interesting is happening: Almost $50B has been locked in DeFi lending vaults REALLY quickly.

Get your popcorn out...Red Pill "Week 5" thoughts on DeFi lending: 🧵👇

I encountered a new “ah ha moment” in Week 5 of my Red Pill journey.

Once I internalized it I couldn’t help but look at everything through this new lens. Short🧵👇

As promised - more red pill insights (Week 4)!

My crypto journey continues with an unpacking of what it would take to replace a network-based transaction (Visa/MC) with DeFi rails.

Spoiler: Moving money is the easy part. Detailed🧵👇

It’s been fun learning in public. I could write hundreds of tweets each week about my crypto journey. Instead, I’ll do my best to be topical and synthesize my learnings.

Today’s topics: DAOs, NFTs and Lending.

It didn’t take me long in the crypto world to realize that it’s an ecosystem being fueled by the “House Money Effect”.

Having spent countless hours in the world of high stakes poker I recognized it instantly and now can’t stop seeing it everywhere I look. A short 🧵👇