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@BTCorGems
It's all a game || Largest Distribution https://t.co/72ZDFuAZY9
Katılım Nisan 2021
2.5K Takip Edilen1.3K Takipçiler
@erickpinos Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
@mattytay @mdudas @paradigm @variantfund @6thManVentures @BITKRAFTVC @SolanaVentures @Collab_Currency @VoltCapital @TheiaResearch @robotventures Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
I've been asked to share which funds have invested in Colosseum portfolio startups in the past several months. Here is a rough list I have:
@paradigm
@variantfund
@6thManVentures
@BITKRAFTVC
@SolanaVentures
@Collab_Currency
@VoltCapital
@TheiaResearch
@robotventures
@pivotglobal_xyz
@FoundationCap
mattytay@mattytay
Colosseum invests pre-seed in 2 accelerator batches per year (~25 startups). So we have extensive data/founder insights on which VC funds are deploying at any given moment. And I can tell you with certainty, many of the funds saying they are deploying are in fact not deploying.
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@dara_venture @chainalysis @riverfinancial Securely taking care of this is available with some major asset managers. Although there is strong need for more solutions, especially for more generic users not HNIs
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Illiquid Death
Not enough people talk about what happens to your crypto when you die.
They really should.
@chainalysis estimates 2.3–3.8 million BTC are permanently lost. @riverfinancial puts it at 3.8M. A meaningful share of that is inheritance failure....keys that died with their owners.
And that's just Bitcoin.
@vaneck_us projects $6 trillion in crypto assets will pass via inheritance over the next 20 years.
Coinbase has no beneficiary designation. Neither does Kraken. Neither does Gemini.
A court order cannot move a coin. Ever. Legal authority is worthless without the private key. Its a feature that becomes a catastrophe when someone dies.
Projects have tried to fix this. They all made the same mistake.
Casa built multi-sig inheritance. TrustVerse built smart contract succession. DigiPulse built inactivity triggers. All technically credible. All useless to the regular end user.
Because none of them thought about who inherits.
It's not a crypto native. It's a grieving parent. A sibling who has never heard of MetaMask. A widow staring at an email telling her there's life changing money somewhere she can't access.
The UX gap. It's a human problem.
AI is the only thing that closes it. As the primary interface, the thing that walks a non-technical person through the most emotionally difficult financial transaction of their life, step by step, in plain English.
Death is the final UX frontier in crypto.
Nobody has built for it properly yet.
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@kosgoood Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
@mattytay Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
Colosseum invests pre-seed in 2 accelerator batches per year (~25 startups). So we have extensive data/founder insights on which VC funds are deploying at any given moment.
And I can tell you with certainty, many of the funds saying they are deploying are in fact not deploying.
English
@dhoward Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
@dunleavy89 It's harder now compared to the past! Everyone is not throwing around money 🙃
English
"Crypto" isn't harder in a broad sense, it's actually easier than ever...if you have the right product.
The government is on your side. The regulators are on your side. The comps for exit opportunities are on your side. Social media is on your side ("hey we want real use cases").
This means big crypto VCs, traditional VCs and allocators are ready to fund your business BUT that only happens once you have clear traction (ie $5M+ ARR, 100ks users, etc).
What's harder is getting that initial traction and more importantly, getting funding to prove that traction. That was my point. Not everyone can bootstrap like Hyperliquid.
The dearth of capital in pre-seed/seed means its "hard" to get to scale but once you reach even a reasonable level of scale its easier than ever to get dollars in the door.
The incumbents Haseeb points to may not be unseated but the creative destruction of venture in the early stages should give startups in a VERY small and VERY new industry, in the grand scheme of things, the chance to do just that.
More importantly, if we don't adequately fund here we don't ever get the next polymarket, coinbase, etc.
Haseeb ＞|＜@hosseeb
There's an obvious answer here that everyone's dancing around: Crypto is simply harder now. Not because it was all a scam or funny money or whatever. Crypto is harder because it's winning, and there are way more mature companies and products at scale today. This makes incumbents harder to unseat. Coinbase, Binance, Solana, Base, Polymarket, Circle, Tether--they're all bigger and better and more entrenched than they were even just a few years ago. This is a natural thing that happens with industries. In the early Internet, it was a lot easier to build a social network. Very hard after 2015. A couple years ago, there was room to attack the big AI labs, now it's almost impossible to get any distribution at all. That doesn't mean there's no room for startups. But it does mean the land grab phase is over. During the land grab, almost anyone can win given the right timing. But we're in the midgame now, and most of the board is already occupied. At this stage, you'll have to attack someone powerful to take over some land, not just plant a flag in an empty field. There are still a few greenfield areas, and there's always room for people who can genuinely innovate. But crypto is harder now, and that means the ideas need to be sharper, the teams need to be stronger, and the bar is rightfully higher than a few years ago.
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@dara_venture Agree. Ai is not much of a vertical in itself but rather distrubts every other.
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Reach out VCs
There's some cool teams building on Ethereum right now.
Abbas Khan ⟠@KhanAbbas201
We’ve been helping teams with fundraising for over 7 months now and have supported many rounds. If you’re a VC fund and we’re not in touch yet, feel free to reach out, happy to share great startups being built on Ethereum.
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@hermixRTS @maxime_bucaille @DraperVC Fixed. You should reach out on tg(@ surgedao) for faster response.
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At @DraperVC we are actively deploying, as early as possible, in Crypto companies. 8 deals so far this year. Reach out!
Tom Dunleavy@dunleavy89
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
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English
@BTCorGems @dunleavy89 @surge_dao We are building Dojifunded, an on-chain funded trading protocol (backed by Arbitrum). Think prop trading, but fully transparent and verifiable on-chain.
I would like your insights on this.
worth a quick chat?
English
The shift in the crypto fundraising landscape the past 6 months has been insane.
Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks.
Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high.
Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success).
Deals that used to close in 2-3 weeks now close in 2-3 months.
Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!).
There are now realistically <20 firms writing checks in pre-seed/seed.
VCs basically have the pick of any deal they want, with more time to do DD.
IMHO 25/26 are going to be historic vintages for those who stick around.
English
@samizb @andytang @DraperDragon @OrionFund @ParisBlockWeek Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
Seeing so many posts about VCs not deploying..
@DraperDragon / @OrionFund are actively deploying and ready to meet with founders.
If you’re building and looking to raise, reach out!
Especially since the Orion Fund kickoff will happen this week during @ParisBlockWeek 😉
English
@Ashegan Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
@jonah_b Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
we have 20+ meetings set up with founders who cold dmed
it has been awesome to see so many folks actively building cool things
it's not too late to dm
Jonah Burian@jonah_b
if I have not responded yet, i will still making my way through can’t believe how many ppl dmed will get to everyone
English
@coulter Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
We’re writing checks from pre-seed through Series A (and occasionally beyond!).
UDHC has no LPs, so full focus on founders. DMs open.
Tom Dunleavy@dunleavy89
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
English
@amitochu @VerdaVentures Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
@VerdaVentures would love to hear from you. 7 new investments in the last 4 months.
Tom Dunleavy@dunleavy89
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
English
@KhanAbbas201 Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
We’ve been helping teams with fundraising for over 7 months now and have supported many rounds.
If you’re a VC fund and we’re not in touch yet, feel free to reach out, happy to share great startups being built on Ethereum.
Tom Dunleavy@dunleavy89
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
English
@Beylin @HaunVentures Lets collaborate via tg group for faster deal flow and supporting our portcos!
x.com/i/status/20427…
$BTC@BTCorGems
@dunleavy89 We are doubling down on fundraising at @surge_dao coz when the market changes it's time to adapt! Capital is still there, just harder to move, more on underdogs & need more structured professional way to obtain(IB).
English
Nature is healing. If you're struggling to raise early stage capital in crypto, we're still actively deploying here @HaunVentures!
Tom Dunleavy@dunleavy89
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
English