Thought Leadership Threads

Another day another meltdown in the crypto space. Smarter minds than mine are unpacking the details of what’s happened and what comes next.
‍

But I thought it would be worth explaining “the issue behind the issue” and when your money might not be safe!!!! 🧵👇

‍

Founders are busy re-structuring their operating plans to reduce burn.
‍

A reduction in burn almost always slows growth which #VCs will interpret as a negative signal.
‍

The result is confusion and loads of bad advice.

‍

Is this a solvable problem? 🧵👇

‍

‍

The media is having a field day reporting on falling real estate prices and the headlines make it seem like Armageddon has arrived.

‍

This view is misleading because it anchors to all-time-highs which is nonsense for any asset class!

‍

Here’s a data-rich counter-narrative: 🧵👇

The #1 responsibility of a Founder is to make sure their company doesn’t run out of cash, but raising capital in today’s market is TOUGH.

‍

Here’s a quick framework for determining how challenging it will be for a #startup to raise new #VC capital.

‍

Is your #startup ready? 🧵👇

Gigantic businesses can be created when an amazing Founding team focuses its attention on a rock-solid business idea that’s perfectly aligned with an emerging mega trend.

‍

This is what #Founders and #VCs live for.Curious what this looks like for a 15-month-old company?

#VCs and #startups are dealing with the reality that today’s environment is brutal compared to what it’s been like over the past few years.
‍

The reason for the abrupt shift is that Darwin went on vacation for a few years but has finally returned.
‍

This changes EVERYTHING! 🧵👇

‍

Founders know that building a successful #startup hinges on being able to adapt quickly.
‍

A master plan can focus and guide a team, but when it stops working it’s important to quickly improvise a “Plan B”.
‍

And do you know who does this extraordinarily well? Jazz musicians. 🧵👇

‍

Failing isn’t fun. Failing in public is worse.
‍

Founders do it. Investors do it. Athletes do it. It's incredibly common.
‍

So what happens when you take risks in public and there’s evidence that you're on a path to failure?
‍

Most people handle it poorly. A few thoughts: 🧵👇

The current spike in #inflation has lasted longer and is more challenging to manage than expected.
‍

The Fed is combatting inflation with increases in interest rates and the equity markets aren’t happy.
‍

Why have equities sold off and when does the recovery begin? 🧵👇