Sublime
An inspiration engine for ideas
Areas where I'm seeing a lot of founders / investors spend time:
- protocol treasury allocation
- governance stack
- L2 evolution
- decentralized social networks
- NFT stack for X market
- programmable financial tools
Kinjal Shahx.com
how I use my Airtable coinvestor concierge as a solo GP to drive millions in additional capital to our portfolio founders at behind genius...[a thread] https://t.co/mxbLWXFRI0
From a Bitcoin maximalist’s perspective, the VCs were playing three-card Monte.
The Information • Jack Dorsey, Marc Andreessen and the Makings of a Crypto Holy War
We've raised a $5.2M seed round to build Hyperbeat, The Native Yield Layer of Hyperliquid.
Led by @etherfi_VC and @ElectricCapital, including an @echodotxyz round via @hypurr_co with an 800 basis point discount for the community to private investors.
The Native Yield Layer of Hyperliquid... See more
Hyperbeatx.comProtocol’s tokenStablecoins (DAI, USDC, etc.), a portion of which earn yield. Stablecoin allocation depends on the liquidity needs and treasury budget.Blue chip crypto assets (BTC, ETH)DeFi index (DPI)Early-stage token investments and M&A that improve the protocol's competitive positioning. The discussion between Keep and NuCyphur is an example of... See more
Shreyas Hariharan • How to Structure a Protocol's Treasury
Most importantly, Multicoin Capital can invest in competing protocols rather than having to pick a single winner in a competitive space. This significantly lowers risk for investors. It is generally easier to spot trends than it is to pick specific winners. For example, there are many smart contract platforms today: Ethereum, NEO, Stratis, Lisk,... See more
Venture Capital Economics with Public Market Liquidity
ANNOUNCEMENT
Enduring Ventures is launching a new initiative called Capital Partners.
And we're HIRING a CEO and Investor to lead it.
Read about it below...
(would appreciate a comment or RT for visibility)