kushagra
@etherary
Investing @MaelstromFund https://karyal.substack.com/ | Not financial advice
Limitless is building the next generation of prediction markets - excited to back @cjhtech, @dimahorshkov, and team 🫡
Excited to announce $4M strategic funding from @cbventures, @CryptoHayes's @MaelstromFund, @ColliderVC, @Node_Cap, @wagmi_VC & others. We're the largest prediction market on @base (>$260M bet), and the easiest way to trade your favorite assets. Here's how to get involved 👇
Thanks for the shout out! Enjoyed learning about @chakra_ai value prop to enable structured data
Grounding models in structured data = much better outputs than naive RAG. Thanks for the s/o @etherary!
rant: I've realized that all "TAM estimates" done by these third party "research firms" are mostly bogus. what's the size of tokenized stocks/rwa/etc. --> no shade to bcg, but there is no way it's *16Tn*. The only way to measure TAM realistically is bottoms up analysis. What's…
new insights / words written that cannot be replicated (by AI) > "research" content
what if we had standardized financials for all protocols and projects. similar to 10ks for equities. think it would be a massive unlock for transparency, institutional/retail investors, and outsiders similar to a moody's for crypto
King Protocol is proud to announce our $2M fundraise backed by some of the best founders in crypto 🚀 This funding will help solidify KING as THE restaking reward standard 💰 Stay tuned for the next big announcement 👑👀
Pitched $PENDLE back in Dec '23 with @AAA_wonzo, generating a 3.3x MoM, and had plays like $HELIUM, and $TAO earlier this year. @PennBlockchain @franklin_dao on top
1/ During the '23-'24 Academic Year, our 9 university clubs completed 75 token pitches, resulting in 62 positions across our student-led portfolio of $500k.🏆 Huge congrats to @PennBlockchain for delivering the highest returning portfolio: +84.66% (USD) & +18.80% alpha to ETH!🥇…
We do a little meme-ing
You know it’s a #crypto bull market when the first year @MaelstromFund analysts create an internal slack channel to shill their memecoin bags.
From just @CryptoHayes and me on day 1, our investment team has grown to 6. Nick (trading), Penguin (research), @etherary (vc analyst) and @lukas_rppt (research analyst). You’ll be seeing and hearing from each one in the future.
Not surprised when I see another L2 launch, but the valuations commanded by some of the recent L2s don't make sense. Generally agree that rollups and now increasingly "rollapps" are becoming more and more usable. However, I think it makes sense to validate the demand for the use…
Why are people surprised when they see another L2 launch? This has been Ethereum's roadmap for the last 4 years, the time to be surprised was in 2020 when Vitalik first talked about the rollup-centric roadmap. L1 value accrual depends on a large increase in both DA usage and…
