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Disrupt Ventures

Disrupt Ventures

@Stackin_Sats

Investing in early stage companies. Discovering what people aren’t looking at. Long #bitcoin & #bittensor | Class of 2017

शामिल हुए Mayıs 2017
5.1K फ़ॉलोइंग1.8K फ़ॉलोवर्स
THORChain
THORChain@THORChain·
$TAO is currently trapped behind centralised exchanges. THORChain is working on fixing that.
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Grayscale
Grayscale@Grayscale·
Interested in $TAO exposure? Bittensor helps leverage economic incentives and decentralized networks for open and accessible AI development. Grayscale Bittensor Trust (Ticker: $GTAO) is the first publicly listed U.S. product providing direct exposure to $TAO.
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The Bitcoin Historian
The Bitcoin Historian@pete_rizzo_·
JUST IN: $750 MILLION ABRA CEO JUST SAID THE US IS GOING TO PRINT BIG AFTER THE IRAN WAR AND SEND #BITCOIN PARABOLIC "I WOULDN'T BE SURPRISED IF WE SEE ALL-TIME HIGHS THIS YEAR" YOU'VE BEEN WARNED 🚀
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Securitize
Securitize@Securitize·
Tokenization turns markets into software.
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Disrupt Ventures
Disrupt Ventures@Stackin_Sats·
@DreadBong0 Unfortunately most people aren’t so lucky when it comes to thinking
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Disrupt Ventures रीट्वीट किया
Senator Cynthia Lummis
Senator Cynthia Lummis@SenLummis·
It’s time Congress passes the Clarity Act. It’s now or never.
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This Week in Startups
This Week in Startups@twistartups·
"I think the game of Bitcoin has ended." @Jason explains why he's betting deep six-figures on $TAO — and how Bittensor subnets actually work. Plus: @hustlefundvc on AI in venture, the Delve scandal, and @brick_data's energy savings 📷 New TWiST:
This Week in Startups@twistartups

“Everything has changed, and nothing has changed.” That’s how Hustle Fund general partner Elizabeth Yin described the impact of AI on her job as a venture capitalist. AI is also changing how founders hire and how much capital they need, Yin added. Unlike capital demand, the need for trust in the startup world isn't fading. Ceel founder Ryan Mahdavi joined the show to discuss accusations that rival compliance startup Delve was promising more than it could deliver. If you wanted a primer on how venture investors handle due diligence, this is the conversation for you. Next, Brick founder Seb Sheng joined to explain how his startup combines hardware and AI to reduce operating costs for buildings and data centers. Finally, LeadPoet founders Gavin Zaentz and Pranav Ramesh dialed in to explain their startup, which uses the Bittensor network to collect and validate leads for its customers. Jason wrapped the show by explaining his bet on Bittensor’s token, which he said runs deep into the six-figures. (cc: @jason @alex @dunkhippo33 @hustlefundvc @RyanMahdavi @pepeleplutus @PranavRame96294) 0:00 Intro 1:18 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at Plaud.ai/twist and use code TWIST for 10% off! 1:32 Jason got a new Plaud pin 3:45 Elizabeth Yin from Hustle Fund on how AI tools have changed her workflow 9:21 How founders use AI to learn how to suck less 10:34 Sentry - New users can get $240 in free credits when they go to sentry.io/twist and use the code TWIST 13:17 Ryan Mahdavi from Ceel joins to explain the Delve SOC 2 scandal 18:39 Is Silicon Valley's "bend the rules" culture at fault? 20:38 Red and pink flags, and how investors can spot potential fraud 21:41 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at LinkedIn.com/twist 23:45 How to not do securities fraud: a simple guide 26:50 Ryan asks: How did the company get through diligence? 31:03 Northwest Registered Agent — Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at northwestregisteredagent.com/twist 32:25 Were there early warning signs about issues with Delve? 33:26 On Delve's use of tactical donuts 36:55 What about the Delve board? If there is one? 45:24 Seb Sheng stops by to tell us about how Brick Data saves companies massively on energy costs 49:38 Who are Brick's customers and how much are they paying? 54:16 Lightning Round: A quick history of Brick 56:02 Why Jason is so bullish on $TAO 56:45 Ro.co: Ro's insurance checker will let you know if your coverage includes GLP-1s for FREE. Go to Ro.co/Twist for your free insurance check. 1:01:12 Gavin and Pranav from LeadPoet explain how to actually buy a subnet 1:06:35 How do LeadPoet's "miners" track down the best leads? 1:13:09 How Bittensor subnets map to traditional startup forms 1:17:15 How can agents build up authority if they can't get hired for their first job? 1:18:09 Jason pulls back the curtain on his $TAO bet 1:21:03 Jason: "I think the game of Bitcoin has ended…" 1:23:22 Why Jason likes to place a bet, then learn 1:24:16 The inherent risks in crypto investment 🎥 Watch the full episode here 👇

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Disrupt Ventures रीट्वीट किया
Jesus Martinez
Jesus Martinez@JesusMartinez·
Templar is Bittensor's Openclaw moment. Soon the entire world will understand that TAO isn't just the largest AI Crypto in the world, it's the biggest disruption to AI since ChatGPT Open-source AI is coming & it's happening on TAO
templar@tplr_ai

On the @theallinpod this week, @chamath asked @nvidia CEO Jensen Huang about decentralized AI training, calling our Covenant-72B run "a pretty crazy technical accomplishment." One correction: it's 72 billion parameters, not four. Trained permissionlessly across 70+ contributors on commodity internet. The largest model ever pre-trained on fully decentralized infrastructure. Jensen's answer is worth hearing too.

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Crypto Bitlord
Crypto Bitlord@crypto_bitlord7·
I’m investing in open ai technology
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Dave Portnoy
Dave Portnoy@stoolpresidente·
It’s not about the money. It’s about being right. #NEPats (Placed it after we beat Buffalo).
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Sun Liao
Sun Liao@sunxliao·
I plan to go heavily long Bitcoin soon. Last 2 times $BTC got a blue diamond: 2020 ~ $9K to $69K 2023 ~ $23K to $125K 2026 ~ LOADING (IMO) Trying to time the generational bottom. Will update here the moment it appears...
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Sun Liao@sunxliao

$BTC #BTC a monthly pink diamond on Bitcoin would be a sign for me to go to the beach (although I'm already here). 🏝️ Will update the moment I see one!

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Disrupt Ventures रीट्वीट किया
Jordi Visser
Jordi Visser@jvisserlabs·
Bitcoin doesn’t test conviction. It tests patience. When it moves too fast, people distrust it. When it doesn’t move, people lose faith. Price is the distraction. Time is the asset. visserlabs.substack.com/p/time-is-the-…
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Mikey O'Brien
Mikey O'Brien@mikeyobrienv·
Ralph v2.2.5 ✨ ✅ Manual loop merging (`ralph loops merge`) ✅ Custom backend args for plan/task commands Now you can use ANY LLM CLI with ralph plan/task: `ralph plan -b custom -- your-llm --your-flags`
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Ultra
Ultra@UltraJUP·
Shit $ralph should ape $FED instead Tax reward token automated by ralph, no creator farmer, fees are for holders Don't be stupid, the creator is a piece of shit, tek is working, we don't care about him, higher 132STreShuLRNgkyF1QECv37yP9Cdp8JBAgnKBgKafed
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Stalkchain
Stalkchain@StalkHQ·
Selling pressure on $Ralph A wallet is selling $324k worth of $RALPH ($1,052 every 3 minutes) That’s $1.75k sell pressure every 5 minutes for 15 hours straight. Total sell = 32% of LP ($1.02M). Every 3 minutes, 0.10% of total LP is being sold into Wallet: vevK2LNSN4BSfQ4Aq28JtAG8hM2uVip4zwpRZdYL4PV
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Serenity
Serenity@aleabitoreddit·
I’m omega long on $AVAV. This is probably the coolest company in the “Venezuela Invasion port” If you want a TLDR pitch: they made the Kamikaze drones primarily used in Venezuela. -> US invasion of Greenland? Profit -> US drone striking Mexican Cartels? Profit $4b backlog, $887m contract recently, 150% y/y revenue growth (which is unholy for a military contractor), and a lot more coming from the $1.5T Department of War funding. If you want a 5 kill streak Call of Duty style Drone Strike company used in every military engagement by the Department of War, $AVAV is long.
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Serenity@aleabitoreddit

And... We're off to the races. "Nation Building Port" Performance Today: $GDRZF +95.83% $AVAV +14.7% $CVX +5.19% $ASHM +5.2% $HII +3.82% $TRGP -3.14% I'm surprised Gold Reserve $GDRZF is only up 95%, given they're still a $333m MC with ~$8.1B in claims. Another surprise is that Chevron $CVX is only up 5% on the news that they basically own Venezuela's at this point as the last man standing. $AVAV performed better than expected, $HII performed on-par. $TRGP was a surprise on the drop. We'll see how this does later, as this probably takes some time to price in (and not everyone knows about these names).

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