Jay Berg

$BTCUSD 12.00 new high! j.mp/QNpGM8 $$ @zerohedge

Happy Friday chat. youtu.be/JUYkjNK3mpY?si…

@StephNass vanilla

Do you agree: The founding team (CEO + CTO) should be able to build the MVP, sell, and reach ramen profitability without external funding? If you can't do this, you don't have a complete founding team. (For vanilla software only)

Me: "So what are you building?" Project: "So we're building a revolutionary AI-powered, zero-knowledge perpetual DEX with intent-based execution, unified cross-margin, MEV-resistant design, and composable onchain derivatives" Me: "And who's your target audience?" Project: "Retail" Gotcha.

@0xamericanspiri @john_mcgraw3B make believe

@john_mcgraw3B That’s a feature, not a bug

"Read the $TAO whitepaper" "Do more research" I just did - it reads like fucking academia fluff on the pretense to sell vaporware. And stop pretending you understand what the fuck is written there, you know your dumbass doesn't.

@pourteaux nuance

crypto ppl have proven themselves terrible at choosing a president, what else might they be terrible at?

$tsla

Textbook Top. Tesla. #ttt

we trained monkeys to throw shit at the wall #openclaw

@ollieforsyth DM

I’d love to angel invest in a handful of new startups this month. Ideally former operators but open to all. If you think I’d make a good addition to your cap table, reach out, DMs are always open! My value add to you: Distribution: Our media channel receives millions of monthly views which you automatically have access to! Power: A mighty powerful rolodex! 😍

@ItzSuds this assumes you have VCs lined up waiting to dig into your dataroom... it's a catch22 doesn't matter how good your dataroom is - if nobody sees it - this is why founders spend all their time of surface level fomo and teaser decks

Founders don’t understand how to run a fundraising process & it kills their raise [1] Don’t talk to VCs just because they reached out. Wait until you’re ready, have all your materials (deck, blurb, data room), then schedule all your raise meetings for 1 week & set a “final” date for when you expect all term sheets to be in. This lets you control the flow of information & time box the round. Set a full 2 weeks aside for Fundraising and nothing else. The first week is for first meetings and follow ups, the second week is for serious diligence with select firms who’ve opted in. [2] All VCs talk. Everyone is friends with each other. DO NOT tell one VC one thing and then another VC another thing. Everyone will know by the end of the day and your integrity will be in question. [3] Most founders SUCK at fomo. There is almost perfect information symmetry between top VC circles. Don’t try to fomo VCs in by saying a term sheet if you don’t have one: [A] they’ll know and they’ll call your bluff, and [B] they’ll tell you to take that term sheet and when you’re still in market two months later they’ll make a lot of assumptions about you. [4] The most annoying thing a founder can do during a raise is get cute about not sharing information because they think what they have is proprietary. There is nothing proprietary in venture. Managing your customer lists or not sharing specifics about product is an easy way to lose investor interest. [5] By default, VCs are looking to deploy capital. The more info you give them, the more data they have to say no. Don’t give them a reason to say no. [6] Be clear about how much you want to raise but DO NOT say a valuation. Tell anyone who asks that you are going to let the market price your round. If you say you want to raise $4m, it’s implied that you are willing to dilute 20% for the round & will raise at a $20m valuation. Once you get multiple term sheets from firms, you can start negotiating both the price and the round size up. [7] You need strong materials. The more the better. The deck is just leave behind material that whets the firm’s appetite and makes them want to take the meeting. You need a data room with technical docs, a roadmap, information on the team, and information on your early traction/team to make the life of the associate doing diligence on you easier. I’ve written a lot more about fundraising but this was just top of mind and I feel like if founders just followed these basics life would be a lot easier for everyone involved.

@pronounced_kyle 💥

So far, the hardest part of being a VC is overcoming Dunbar's Number

@MiyaHedge 👀

Launch slightly delayed (1-2 week max) because of final legal conversations. Building the plug-and-play layer for the frontier of technology to tap into crypto takes some time, we‘re not just building another launchpad or another sloppy legal standard here & i hope everyone reasonable understands that. Crypto never had tokens that are giving back if a startup is successful. The liquidity on the most prestigious billion dollar assets is below $10,000,000 on the buyside. We never had a 100m+ liquidity injection event in crypto - ever. ERC-S is the first time this is not only possible - but probable with tokenholders governing resource allocation. It’s a fundamental reconstruction of how crypto assets exist. Not just a paradigm shift, but a complete 180 degree push in a sustainable direction. Thanks for all the support we‘ve been getting. It feels surreal seeing so many people already support this mission valuable tokens for radical ideas & people across not only this space but across ai, robotics, climate tech coming together in real life to talk about street. This mission will succeed.

Good founders sell the product Great founders pitch the benefits/outcome The best founders teach the market shift Investors fund change, not features

@KevinWilliams The last piece of the puzzle for agents is a deterministic btcusd exchange without execution risk.. as the manually OTC workaround, doesn't work for agents. thoughts?

In May 2025, we made our first investment in the agentic payments space. Our thesis was simple: in a machine-to-machine economy, autonomous agents will need neutral, programmable money. Bitcoin and stablecoins are the most likely rails. It’s exciting to see this thesis start to play out in real time.

@DarrelFrater DM

Any founders interested in pitching my friends at Plain Sight Capital tomorrow? They back founders who build products that change how industries, businesses, and communities work. 💰 Check Size: $250K - $500K Pre-Seed Comment "DM" below. Happy to get you connected.

@OGshoots find your edge

I’m a 24 year old trader and have lost the majority of my net worth 8 times over. Give me some advice, not the generic “take profits” stuff either.

@sickdotdev Sidepit tokenizes the speed advantage in financial markets and prices it in real time, turning speed into price, thus eliminating the high frequency marketing making liquidity provider moat, enabling high yield staked Bitcoin. sidepit.com

Pitch your startup: • 1 line about it • Add your link Seen by 63201 people last week. Yes, it counts as marketing, go!🚀

@ollieforsyth Are you currently investing in market infrastructure or trading infrastructure?

Made 3x angel investments over the past week: - Former Operators - Repeat Founders - YC Founders If you are building something enduring, reach out!

@boardyai does the VC incentive to raise their next round from LPs, create this dynamic?

The next billion dollar company can't get a meeting rn. Venture capital runs on warm intros.

@Davincij15 for what purpose? 2 way pegs are not possible

I'm looking for a Bitcoin second layer that gets it right. Balances are easy to withdraw. Self-custody is the default. Reserves are visible to everyone. Censorship is obvious when it happens. Risk is capped. Settlement to Bitcoin is always possible. If it doesn't exist yet, I'll build it. Who's working on this? 👇