Base Security Lies in RPC/DNS, Not Consensus
If the stack above consensus won’t pay for trust-minimization, then base-layer security is irrelevant. Users touch RPCs and DNS, not validators and that’s the layer that’s exposed
DeFi Must Trade Efficiency for Stronger Guardrails
It’s hard to build in DeFi. Mad respect for everyone doing it like G. You need constant, never-ending vigilance against an evolving attack surface area Which is why I’ll keep saying it: we need to be comfortable trading some efficiency and...
Master Revenue Metrics, Skip 99% Accounting Headaches
Know the difference between Billings Gross revenue Net Revenue Recurring revenue Re-occurring revenue Professional services Gross retention Net retention Logo churn / dollar churn Helps you avoid 99% of accounting BS from software companies
Share Your Ideal AI Stack for Optimal Performance
I have a constant feeling of being behind on AI and having a suboptimal stack What’s your optimal setup - post below
DePIN Infrastructure Scales, yet Monetization Remains Unclear
how profitable will depin networks actually get? hivemapper has 100,000+ user-funded dashcams mapping ~34% of world roads. geodnet has 20,500 user-funded RTK stations, now the largest precision GPS network on earth. helium mobile has 120K user-deployed hotspots with large carriers offloading...
Why RWAs Are Bullish: Programmability, Settlement, Structure
3 reasons I'm bullish on RWAs: programmability, settlement, structure. Walked through each at @rwasummit https://t.co/IMQX6DXKTk
SaaS Wins Depend on Salesforce, Not Product
software has never been about who has the best product it's who has the best salesforce. then focus all your energy making sure the customer doesn't churn before you finish training the team. inside sales, customer success, professional services are all...
New DeFi Security Premium Ratio Prices Protocol Risk
DeFi has lost between $730M and $3.1B to exploits every single year since 2021. TVL has swung from $175B peak to $45B trough and back above $100B. The loss rate as a % of TVL is 1–3% / year depending on the...
Only 18% APY Justifies On‑Chain Risk
Back in peak DeFi farming days you’d think about APY as how many days it would take to recoup principal with the yield. That’s how risky it felt and that same rigor should be applied when thinking about interacting onchain today. Yes,...
DeFi Yields Underpay Risk: 250‑400bps Gap
rates in DeFi are too low for the level of risk $11.7B sitting in Morpho vaults today at 2-4% APY. retail is funding these markets via exchanges thinking it's a savings account. it's not. they're taking real credit risk on crypto-collateralized...
Pricing Signals Quality: Avoid Free, Use Trial Conversions
Never give anything for free. You end up attracting the wrong customer, not the ones you want. Founders constantly make this mistake because they don’t understand their customer well enough. Instead of rushing to scale more time should be spent understanding...
Make Your Fear Bigger to Diminish Its Power
Replace your current fear with a bigger one. Some of the best risk takers in history had traumas so deep that business failure wasn’t even a real fear by comparison. Don’t believe you need to have experienced deep trauma to overcome...
Consumers and Their Service Companies Will Benefit Most From Crypto
The greatest benefactors of crypto will be consumers and the companies that serve them today
Human Cold Calls Still Win Where AI Can’t Scale
Everyone wants to automate everything. I get it. But cold calling isn’t getting replaced by AI. Not when you’re trying to convince a founder to take your money. You want to be on that phone. Picking up on pauses, tone shifts,...
Crypto Secondary Discounts Plunge to 90%, Far Worse than Usual
Discount on vast majority of crypto secondaries is avg 90% It’s never been this bad and talking to secondary MMs they say the same. Usually it’s 60-70% for locked tokens w standard vesting - 1Y lock + 3-4 year vest