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Ross Trachtman
599 posts
Ross Trachtman
@cryptoscoe
Jamming on what’s next | prev. Principal @BHDigitalAssets, TMT L/S | Proud @UCBerkeley 🐻 | Views are my own
New York, USA Se unió Temmuz 2021
797 Siguiendo573 Seguidores
Ross Trachtman retuiteado
we're going to add 20 bps to US gdp with all the tokens consumed trying to win this 1b kalshi challenge
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Nobody executing better in the category!! 💵
ARQ (DolarApp)@arq_finance
Today is a big day for ARQ as we welcome @sequoia and @foundersfund as partners. This milestone reflects conviction in the opportunity ahead of us — and in the exceptional team we are assembling to pursue it. We are in a quest to redefine finance in the Americas, and we feel privileged to advance this long-term effort alongside such remarkable partners. We thank @andrew__reed and @Vanthienen_m for leading the respective investments, and are also grateful to @ycombinator (@aaron_epstein ), @KaszekVentures (@HernanK), and @BHDigitalAssets (@TheChicagoVC) for their continued support. For the builders: we operate with long-term ambition and absolute conviction. If you are exceptional at what you do, this is a defining moment to join us. We are building one of the most important financial institutions in the world — and assembling the team to make it happen. More details in our careers portal in the thread.
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Ultimately, companies are going to have to make concessions on this front with retail becoming meaningful in markets. Started with ipo allocation for retail and it will continue down the stack to create alignment
Luke Metro@luke_metro
You know a startup CFO hates to see this coming for their cap table
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TODAY'S GAMES TO WATCH:
Duke at North Carolina
Illinois at Michigan State
Florida at Texas A&M
Tennessee at Kentucky
Houston at BYU
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Nah they just need to make sure their customers can survive the cold blast leading into Super Bowl Sunday
Sheel Mohnot@pitdesi
So did Kalshi get word that Polymarket was opening a free grocery store in NYC and then try to pre-empt? 🍿 competition is great for consumers
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The beatings will continue until these types of announcements abate
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Will be putting something other than CA as “intended HQ after @ycombinator” thanks @RoKhanna!!
Garry Tan@garrytan
The insanely worded California SEIU-UHW asset seizure and unrealized gains tax would *bankrupt* many startup founders with super-voting shares if implemented They're trying to kill and eat the golden goose of technology startups in California taxfoundation.org/research/all/s…
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Community ownership matters. Incentive alignment matters!
Vlad Tenev@vladtenev
This is a problem of societal importance, and we’re working to fix it
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@DougieDeLuca It’s a lot tougher to suspend disbelief when there is a body of work
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what I'll refer to as the 'imagination cycle' is a mental model for evaluating emerging tech market cycles.
it's helped me understand market perception and how it evolves as a sector matures.
I believe crypto's entering its post-imagination era today which explains a lot
Delphi Digital@Delphi_Digital
Dougie discusses how crypto is in its post imagination phase. "From 2020 to probably 2024, we were in the imagination phase. Everyone thought crypto was going to change the entire world. At some point, this phase came to an abrupt end and reality set in."
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Fewer unknown unknowns = “opacity premium” ⬇️
Santiago R Santos@santiagoroel
Crypto got everything it wanted - ETFs, adoption, legitimacy - and prices are still down. We valued casino flow like recurring software revenue. “Dear LPs, we outperformed ETH… and still lost 80% of the fund.” Full post: open.substack.com/pub/obviously/…
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Ross Trachtman retuiteado
LEGION@legiondotcc
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Ross Trachtman retuiteado
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Why Legion co-founders @matty_ & @D0itdifferent intentionally went for tradfi co-leads in the last funding round
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Ross Trachtman retuiteado
I’m excited to announce we’re co-leading the seed round for @legiondotcc with @BHDigitalAssets and... you. More info below 👀
As part of the investment, I’ll be joining the board.
LEGION@legiondotcc
Legion has raised $5M to reimagine fundraising as Wall Street moves onchain. Led by @vaneck_us and @BHDigitalAssets with participation from @krakenfx, @cbventures, @cryptocom_cap and more. And yes, we’ve saved room for you in the round (on Legion, of course). 🧵
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Announcing our investment in @legiondotcc
LEGION@legiondotcc
Legion has raised $5M to reimagine fundraising as Wall Street moves onchain. Led by @vaneck_us and @BHDigitalAssets with participation from @krakenfx, @cbventures, @cryptocom_cap and more. And yes, we’ve saved room for you in the round (on Legion, of course). 🧵
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