Collin Erickson

197 posts

Collin Erickson

Collin Erickson

@EricksonCC

Founder of Overmatch Capital. Other interests include: running, hi-fi, wine, talking to strangers.

Miami, FL Katılım Ocak 2014
169 Takip Edilen289 Takipçiler
Collin Erickson
Collin Erickson@EricksonCC·
the @HeyBilt switch up cracks me up. now, gotta spend 75% of rent monthly bc @WellsFargo tired of subsidizing the banana boys with modest rent, makes sense. but they have ppl with $10k+ NYC rents implying @AmericanExpress black card territory spend to make it worthwhile
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Collin Erickson
Collin Erickson@EricksonCC·
PSA: please stop lifting heavy in running shoes. It’s dangerous and I fear for you.
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foobar/
foobar/@0xfoobar·
Most people don’t understand VC funding When you raise $100M, it doesn’t go into the founder’s pocket It goes to the company, and whenever the company is sold, investors get paid first - in full. Sell for $10M? Investors get the full $10M Sell for $100M? Investors get the full $100M VC money is a lot like debt. First money in, first money out I’d go even further and tell you to block anyone who confuses a fundraise amount with a fundraise valuation, or an oversubscription with a raise amount… But even understanding a liquidation preference puts you in the top 10% of people who get startups
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Collin Erickson retweetledi
KINETK
KINETK@KINETK_AI·
Weekly KINETK IP Protection Network Update We launched exactly one week ago, and in just 7 days, our Sentinel network has exceeded expectations across users, platforms, and content types. Thank you to everyone for contributing early and helping build the foundation of the KPN.
KINETK tweet media
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Collin Erickson
Collin Erickson@EricksonCC·
The amount of identity fraud on @telegram is bewildering. It’s been a staple of my crypto journey but getting to be too challenging to use because of this…
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Collin Erickson
Collin Erickson@EricksonCC·
1000x outcomes driven by strategic partnership announcements
Collin Erickson tweet media
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Felipe Montealegre
Felipe Montealegre@TheiaResearch·
people are legitimately not ready for the amount of market cap (fintech + bank + pesos) that is going to get obliterated by GENIUS If they knew they would have lobbied way harder. You cannot control this and put it into your stack. Once people have permissionless access to stablecoins on wallets, hyperconvenient 10bp applications will emerge.
Felipe Montealegre@TheiaResearch

Visa / Mastercard are the easiest way to onboard onto payment rails today so Phantom, EtherFi, etc. partner with them eventually stablecoins will be prevalent enough where you can skip the 2.9% interchange fee and pay direct to wallet (fintech valuations -70% when that happens)

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Collin Erickson
Collin Erickson@EricksonCC·
The Eddington story of the fishermen (Hamming): “They used a net for fishing, and when they examined the size of the fish they had caught they decided there is a minimum size to the fish in the sea.” A word of caution in interpreting results based on the underlying assumptions.
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Collin Erickson
Collin Erickson@EricksonCC·
Broke a Benjamin to get the 15% cash discount at my dry cleaner. I’m now in possession of 57 single dollar bills. Almost worth it….
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Collin Erickson
Collin Erickson@EricksonCC·
Really need to stop talking about RWAs in terms of hypothetical value represented onchain and focus on the flows and composability with DeFi. Deployment much better tracker of adoption than marketing / distro
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Collin Erickson
Collin Erickson@EricksonCC·
Had a breakfast this week comprised of tradfi folk uniquely focused on risk management (financial, technical, etc.). Ended up being the most productive 2 hours of my week. Still maintain tradfi will sell risk onchain but far from deployment.
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Collin Erickson
Collin Erickson@EricksonCC·
Love picking up a book which serves as a visceral reminder that your college math/engineering classes actually matter in the digital age
Collin Erickson tweet media
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Sheel Mohnot
Sheel Mohnot@pitdesi·
Cracker Barrel down >7% on a bad rebrand. Has there ever been a worse stock reaction to a rebrand? American Eagle jumped 20% when they announced Sydney Sweeney's ad campaign
Sheel Mohnot tweet media
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Collin Erickson
Collin Erickson@EricksonCC·
Based on the ongoing pressure in VC fundraising, select companies are building “products” which are, in effect, shorts on founder equity. Others are building liquidity solutions for founders… curious to see how capital forms for these two, seemingly divergent, perspectives
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