Dave Bean

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Dave Bean

Dave Bean

@0xdavebean

working on @pactfinance former @gear_techs @coinbase @earndotcom. deal maker. gtm enjoyoooor. lil' angel.

San Francisco, CA Katılım Şubat 2013
956 Takip Edilen1.1K Takipçiler
Dave Bean
Dave Bean@0xdavebean·
we are witnessing the revenge of the ideas guy
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Telegram Founder Pavel Durov accuses French tax officials of selling crypto owners' data, leading to 41 kidnappings this year.
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Michael Anderson
Michael Anderson@im_manderson·
The official bottom for the crypto market
Jon Ma@jonbma

Dear Crypto, It took us 4 years to admit the hard truth: tokens don’t make sense and value enabled by blockchains accrues to equities. We built @artemis in 2022 to bring fundamentals to crypto. We succeeded spectacularly. The best liquid token funds use Artemis. However, most tokens that don’t have strong revenue are down only. Along the way we pioneered stablecoin analytics, app-level revenue tracking, and comparing blockchains across real KPIs. We were jeered as normies for focusing on revenue in crypto and trying to figure out what's real. Turns out the normies were right. Revenue and Free Cash Flow is what matters. Today we announce the launch of Artemis II: The open investment terminal for ANY and EVERY investor who wants to be smart. It's the terminal I wish I had when I left the hedge fund industry in 2022. It's the terminal I wish my Yeh Yeh had when he was investing to try and feed his family of 7, and the terminal @anthonyyim’s Dad wished he had when he was trying to break into Wall Street. The first sector we’re tackling is Digital Finance. It’s for the fintech investor —the ones comparing Robinhood and Hyperliquid, drilling into Circle CPN vs Stripe Tempo on the same screen, comparing Polymarket and Kalshi incentives. Next is AI, then Energy, and beyond. Link below. Reach out if you want to build with us. Clear Eyes, Full Hearts, Can't Lose, Jon & Anthony

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Yano 🟪
Yano 🟪@JasonYanowitz·
I've never seen tokens be this hated. Layer3 has $19M in cash and trades at $10M market cap. Think we'll look back at this moment as a historic opportunity for token buyers.
Layer3@layer3

x.com/i/article/2034…

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Dave Bean
Dave Bean@0xdavebean·
@YI_LON right time, right founder. big things ahead!
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Ryan Y Yi
Ryan Y Yi@YI_LON·
Introducing Onchain Group (OG). After leaving Coinbase, I spent time reflecting on what was actually worth working on. My background was as a venture investor — pattern matching, working with founders, and figuring out what’s coming next. What I realized, though, was that the most energizing part wasn’t investing. It was working with teams to define strategy and bring the right transaction into existence, like architecting the Coinbase <> Morpho deal — a new kind of onchain alliance that combined product, capital, and distribution to create an entirely new category and market. It made me wonder: was this a one-off, or the start of something new? Having been in crypto for nearly a decade, this is the most dynamic the space has felt. Onchain products are becoming real businesses, tokens are becoming real assets, and regulatory clarity is opening up an entirely new design space — introducing a new class of capital structuring opportunities. Over the past year, working closely with founders, it became clear that this wasn’t a one-off, but the first of many. The opportunity design space is just beginning — from tokens turning on fees, to restructurings, to equity-like conversions, to acquisitions and distribution partnerships involving tokens. Teams are realizing that getting this right is no longer optional. As onchain products mature into real businesses, taking ambitious steps toward the right capital structure becomes a requirement — and the market is beginning to reward those who do it well. In our conversations with builders, investors, and stakeholders over the past year, it became clear that nobody was exploring this area the right way — with an early-stage mindset, cryptonative intuition, and institutional rigor all at once. So we started Onchain Group. OG exists to define and execute the transactions that create new markets and shape this new system. If crypto is the software upgrade to finance, then capital structure needs to evolve alongside it — requiring ambitious strategy and creative execution.
Onchain Group@onchaingroup_

x.com/i/article/2035…

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Jesse Tinsley
Jesse Tinsley@JesseTinsley·
Fundraising buys attention. Bootstrapping buys freedom.
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Jesse Tinsley
Jesse Tinsley@JesseTinsley·
50 miles = 3 hour trip only in the Bay Area. When I commuted from San Jose to San Francisco this is the daily commute. It's a minimum of 2 to 3 sometimes 4 hours each way. Now I live 100+ miles away and it takes less time to get to San Francisco. Autonomous vehicle or not Silicon Valley needs better public transit. Its horrible compared to every major city globally.
Sawyer Merritt@SawyerMerritt

Nvidia has released a new video of CEO Jensen Huang taking a 2.5 hour ride across San Fransisco in a Mercedes using Nvidia's Alpamayo autonomous driving system. Jensen: "The two of us were just talking and enjoying San Francisco. This is the way transportation should be. 100% comfortable and 100% confident. Completely revolutionary."

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victorji 🔶
victorji 🔶@victorone111·
Shutting down Manta Atlantic. One chain, one focus. 2026 Manta is a different animal — leaner team, AI-native ops, and we're building AI agents that interact with the real world. First demos dropping soon. You'll want to pay attention #Mantaneverstops
Manta Network (🔱,🔱)@MantaNetwork

Manta Atlantic Deprecation 🌅 As the Polkadot parachain slot expires on Aug 1, 2026, we’re transitioning the ecosystem to Manta Pacific — faster, cheaper, and built for the next phase of growth. This is not the end, it’s a more focused future for Manta.

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Chintan Turakhia
Chintan Turakhia@chintanturakhia·
Back in January I told Eng two things: 1. Delete your IDE 2. Stop writing code And build only through agents. In a few weeks, we: • Built 30+ internal tools to 10x the way we work • Created a deep library of agents + skills to kill repetitive work • Formed “agent councils” for PR and app perf reviews • Shipped multi-month projects in ~1 day It was a clear mental shift to focus us on the things that matter most: - Upstream intent. - Downstream validation. Engineering has always been about building with intent and judgement. The code was just a medium for expression. Now agents are that medium. Rip the bandaid off.
Chintan Turakhia tweet media
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Dave Bean
Dave Bean@0xdavebean·
maybe this is the year when projects with traction and revenue actually separate from memecoins
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mert
mert@mert·
I wouldn't call it a structural flaw (anymore) but a tradeoff some people might prefer the lack of risk in auditability of supply in bitcoin but some people, like me, prefer perfect fungibility and privacy provided by zcash instead
Vivek Sen@Vivek4real_

BREAKING: 🇺🇸 BILLIONAIRE CHAMATH PALIHAPITIYA JUST DROPPED A MASSIVE WARNING AGAINST BITCOIN: “THERE’S A STRUCTURAL FLAW IN BITCOIN.” “BITCOIN LACKS FUNGIBILITY AND PRIVACY.” “IT CAN NEVER BE A HOLDING OF A CENTRAL BANK.”

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Dave Bean
Dave Bean@0xdavebean·
@tednotlasso twist: saying thank you will be punished by our agi overlords because it is an inefficient use of resources
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ted
ted@tednotlasso·
getting roasted in a group chat because a screenshot exposed me for regularly saying thank you to my agents we will see who has the last laugh when AGI arrives
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taoki
taoki@justalexoki·
idgaf about the ram prices. i want more of whatever this is
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Aptos
Aptos@Aptos·
The leading RWA issuer on Aptos has entered its next chapter. @pactfinance, with ~$600M in active loans and ~$2B in tokenized private credit, has fully migrated to Aptos with the mission to bring the $300T global credit market onchain. Here's how: aptosnetwork.com/currents/pact-…
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Dave Bean
Dave Bean@0xdavebean·
@dwr wordcels have never been in higher demand
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Dan Romero
Dan Romero@dwr·
I spent 5+ years cloning an existing app with a network effect. Building the software is not the hard part.
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