Craig Burel

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Craig Burel

Craig Burel

@CraigBurel

General Partner at Reciprocal Ventures (@Recvcx), I live to serve those in the trenches | Opinions are my own; not investment advice

Manhattan, NY Katılım Ocak 2013
1.3K Takip Edilen7.2K Takipçiler
Craig Burel retweetledi
Kamino
Kamino@kamino·
Kamino will be piloting the integration of Atlas Collateral Management with Anchorage Digital — a secure, compliant, 24/7 solution for institutional credit. Kamino continues to set the standard for institutional-grade credit infrastructure on @solana, accelerating the growth of onchain capital markets.
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Jon Charbonneau 🇺🇸
Jon Charbonneau 🇺🇸@jon_charb·
Kalshi just raised >$1bn @$22bn HYPE is nearly identical (adjusted MCAP is ~$22.4bn) Which would you rather own here (inclusive of liquidity consideration)
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Alan
Alan@0xAlan_·
I've developed the most comprehensive list of crypto venture firms ever compiled. Research on their 2026 thesis, main contacts, and emails. No, really, everyone is on it. Should I make it public? Don't believe me? Drop the VC name, and I'll tell you whether it's on here.
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Craig Burel retweetledi
David
David@EffortCapital·
I recently moved into a new position as the Head of Commercial at Blockworks to accelerate our growth as the only onchain data business with a large distribution machine across crypto-natives and institutions. I am actively looking to hire for our sales team across Account Executive and Sr. Account Executive positions! Sales experience is important, but what I am really optimizing for is: - being crypto-native/crypto-curious and having a strong network in the industry (including enterprises moving onchain) - having that dawg in you If you want to join one of the fastest growing businesses in the industry that sits right at the intersection of onchain data and institutional adoption of the asset class, make sure to apply below. jobs.ashbyhq.com/Blockworks
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Rex
Rex@R89Capital·
Clarity Act will be approved and BTC goes to ~$400k by the end of 2027 $1,000,000 by 2030
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K A L E O
K A L E O@CryptoKaleo·
Fun fact: The trailer releases for Dune 1 & 2 both happened at the bottom of bear markets. Bitcoin went on to have bull runs that led to new all time highs and lasted for years each time. The trailer for Dune 3 released today. Run it back turbo.
K A L E O tweet media
Timothée Chalamet@RealChalamet

DUNE PART THREE

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Solana
Solana@solana·
BREAKING: The SEC has formally classified SOL as a digital commodity in its new crypto asset taxonomy, alongside BTC, ETH,  and 14 other assets. SOL is not a security.
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Craig Burel
Craig Burel@CraigBurel·
Huge win for digital assets today. After a decade of asking for clarity we finally have updated SEC guidance on tokens regardless of what happens in Congress. Key token definitions from the FAQ: 1) Digital Commodities – NOT Securities – Crypto assets that are intrinsically linked to and derive their value from the programmatic operation of a crypto system that is “functional,” as well as supply and demand dynamics, rather than from the expectation of profits from the essential managerial efforts of others. 2) Digital Collectibles – NOT Securities – Crypto assets that are designed to be collected and/or used and may represent or convey rights to artwork, music, videos, trading cards, in-game items, or digital representations or references to internet memes, characters, current events, or trends, among other things. 3) Digital Tools – NOT Securities – Crypto assets that perform a practical function, such as a membership, ticket, credential, title instrument, or identity badge. 4) Stablecoins – GENIUS Act Stablecoins NOT Securities – Defined in the GENIUS Act as “payment stablecoin issued by a permitted payment stablecoin issuer.” 5) Digital Securities (or “tokenized securities”) – Securities – Financial instruments enumerated in the definition of “security” that is formatted as or represented by a crypto asset, where the record of ownership is maintained in whole or in part on or through one or more crypto networks.
U.S. Securities and Exchange Commission@SECGov

TODAY 🚨: The Commission issued an interpretation that clarifies the application of federal securities laws to crypto assets. This is a major step to provide greater clarity regarding the Commission’s treatment of crypto assets. Read the release here: ow.ly/XhhV50YvxvO

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Craig Burel retweetledi
Mason Nystrom
Mason Nystrom@masonnystrom·
Apparently these are "unserious businesses" that build on Solana: Paypal Circle Cash App Western Union Fiserv Stripe Kalshi Lead Bank Cross River bank BlackRock Visa Shopify Société Générale
⟠@ryanberckmans

Serious people doing serious diligence overwhelmingly don't pick Solana. They never did. Too much centralization and crime. Not enough TPS. GENIUS changed everything. Age of seriousness. Mute/block all of Solana. I did a few months ago. Solana is simply not important anymore.

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Yano 🟪
Yano 🟪@JasonYanowitz·
Mike has thought more about crypto IR than anyone I know. Here's the TLDR: 1. IR is a function of how many investors know your token exists + how many of those convert into buyers 2. If you do not tell your story, the market will tell it for you 3. Token issuers must worship at the altar of supply and demand 4. Narrative matters. But in 2026, if you don't have the data to back it up, it's useless 5. IR can be fun and engaging 6. You must reduce all friction for potential investors 7. Onchain data unlocks new investor analytics that equities-IR teams can only dream of 8. The cost of poor transparency is high 9. If you're doing IR, you must track metrics beyond just price Welcome to the Age of Fundamentals.
Mippo 🟪@MikeIppolito_

x.com/i/article/2031…

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Craig Burel
Craig Burel@CraigBurel·
A strange side effect of the CLARITY Act could be a boost for DeFi. If CeFi platforms lose their ability to offer yield directly to customers, millions of users will suddenly have their stablecoin earnings cut off. Where do these users go? The answer might be on-chain vaults. Ironically, the fastest way to drive DeFi adoption might be regulating CeFi yield products out of existence.
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Raoul Pal
Raoul Pal@RaoulGMI·
Friends...Any recommendations for a really good high-end, small, intimate omakase in NYC?
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Purch
Purch@trypurch·
Agents just got shopping superpowers! 🛎️ Just fund it with USDC on @agentcashdev (one balance unlocks 280+ APIs) > Let them autonomously buy 1B+ products on Amazon & Shopify via @trypurch > Or grab skills/personas from Purch Vault mid-task via x402 No keys. Frictionless. On Solana. Try it: purch.xyz + agentcash.dev (up to $25 rewards!) Built for agents & builders alike
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Craig Burel
Craig Burel@CraigBurel·
“Our rough math suggests that the VC investors’ gross profit on 3 LLMs currently equates to ~70% of ALL VC profits from the previous decade.” Absolutely insane
Meghan Reynolds@MeghanKReynolds

Heard from LPs this week: The past 9 months have felt like groundhog’s day - a very small set of deals dominating all LP convos. The fever pitch to access rounds of OpenAI and Anthropic by LPs (and even GPs calling us) at times - has reached levels I’ve never seen in my career. And for good reason. Our rough math suggests that the VC investors’ gross profit on 3 LLMs currently equates to ~70% of ALL VC profits from the previous decade. “This time it’s different” mostly applies to the concentration - never has a tech super cycle declared such a small number of massive winners in such a short amount of time. The LP conversations are now shifting but we’re still on the same companies. LPs now preparing for IPOs and the LLM transition to public mkts - how to access at IPO, how the stocks will trade, liquidity dynamics, etc. 9 months from now will our convos still be focused on the same small group of companies??

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Keşfet

@solana @jon_charb @zedonchain_ @0xAlan_ @R89Capital @Genia_XBT @Shahzaib0x @CryptoKaleo