Josh Guttman

You can be normal, or you can be great. You cannot be both.

Rick Rubin says vibe coding is the punk rock of coding. @RickRubin

IQ test. Can you spot the genocide ?

@robgo Might be worse than the prior

gosh, the new acela train is really underwhelming

@robgo WSJ has a piece on this saying the partners voted it. wsj.com/finance/invest…

Not meant to be a criticism in any way, but I find it interesting / surprising that Roelof's tenure as steward of Sequoia was relatively short

@henrythe9ths Fundraise

I got rejected by 144 investors before raising $150M for my $200M+ rev/year startup. After 144 rejections, I started questioning our approach. Were we solving the right problem? What were we doing wrong? Why weren’t investors seeing what we were seeing? Were we the right team to build this? We tried everything: different pitch angles, new deck structures, and reframing the problem. Then came the 145th meeting, where we closed our first growth round. That yes made everything worth it. But getting there took years of mistakes and hard work. We went through a lot of trial and error just to figure out what resonates with investors. We tried dozens of approaches to figure out what made investors engage. Some landed, most didn't. But each iteration taught us something about what builds conviction versus what just sounds good on paper. And once we cracked that code, our Series C closed faster than expected. And today, I see so many founders in the exact same position I was in 10 years ago: grinding through rejections, questioning everything, and trying to figure out what works. So today I want to give you the resource I wish I had back then: Something that shows you exactly how to structure these conversations and navigate the entire process (because the fundraising cycle can be a big distraction and take a toll on you as a founder). So I've partnered with Notion's Startups Team to create the essential fundraising resource that helps you avoid the mistakes that cost me years. Here's what you are getting: • The actual decks I used to raise $150M for Super[.]com (Series B, C) • 50 real examples from funded startups like Eleven Labs and Artisan AI • A searchable database of 10,000+ investors - angels, VCs, and accelerators you can reach out to immediately (this alone would take months to build manually) • An AI-powered fundraising agent built into Notion with step-by-step prompts (no separate ChatGPT needed) Want access? • Like and share this post • Comment "FUNDRAISE" • Follow me so I can DM you the link I'll send it over ASAP. P.S.: If you are serious about fundraising (now or in the future), you should grab it right away.

> be Nick > born 1985 in Syracuse, NY > grow up in lower middle class Italian family in Gloucester, MA Scores 1000+ points in HS basketball > holds multiple college football records > graduates Bowdoin College > 2011 > buys first BTC at $3/coin, puts entire networth in > 2013 > sitting in Portland, Maine > stumble on Coinbase > joins Coinbase as one of first employees > leads BD and marketing > but still nobody knows what crypto is > 2015 > survived the 2014 crash > keep grinding at Coinbase > helps first merchants accept BTC > leads bank integrations > runs the blog, social media > actually builds when no one's watching > 2016 > ICO mania everywhere > Coinbase is already massive > but Nick decides to leave > 2017 arrives > launches 1confirmation > $26M fund > investments from Peter Thiel, Marc Andreessen, Mark Cuban > Believer in bleeding edge crypto and products that bring more freedom and progress to the world > thesis: back authentic founders > back authentic founders > "long-term over everything" > early bets: > Ethereum, dYdX, Cosmos, Polkadot, MakerDAO > co-host Token Summit with William Mougayar > brings the best minds together > april 2018 > everyone says "NFTs are a joke" > meets Devin and Alex from OpenSea > we are on the precipice of a massive boom in NFTs > leads $2M seed round > First investor in OpenSea at $10M valuation > 2020 > pandemic chaos > spot Polymarket > trusts Shayne Coplan's vision > first investor in Polymarket at $10M valuation > $4M round > currently at $9B valuation > get bullish on prediction markets before CNBC and before everyone > keep investing > SuperRare, Nexus Mutual, Harbor, Tendermint > 2021 > crypto wakes up > raises another funds - $125M > still believes in long-term over quick plays > 2022-2023 > raises largest NFT fund, holds Cryptopunks, Xcopy, Beeple, etc. > first investor in Bridge (acquired by Stripe for $1.1B) > 1confirmation's AUM surpassed $1 billion > the cycles keep turning > hype comes, hype goes > FTX collapse > crypto VCs blamed from community > helps expose FTX as a fraud while the rest of the industry lifts it up > investments in Worldcoin, Rated, Pimlico > invests in Farcaster > Farcaster raises $30M > backs Degen on Base > 2025 > new investments still flowing > Limitless Labs $10M seed > Coop Records $4.5M > Gigaverse gaming $2M > Keplr wallet $5M > Meebits $3M > keeps backing infrastructure, culture, apps > 50+ portfolio companies > conviction compounding > today > one of the most respected crypto VCs > showed up, every cycle > Continues to fight for founders > speaks truth in essays, LP letters, X threads > Family man with 3 kids defination of crypto OG - @NTmoney

@darrenrovell I was there

39 years ago today, I won my last championship as a fan when Mookie, Darryl, Gary, Dwight, Keith, Ray, HoJo, Wally, Jesse and Davey brought it home. Mets, Jets, Nets, Northwestern football/basketball, Devils (since 2010)!

@natsturner @joeday17821 @PSAcard I’d buy that

@joeday17821 @PSAcard no, it was a mistake. we'll buy it back to get off the market. is it yours?

Should @PSAcard be grading this card? It appears to be one of the non serial numbered ones that went out the back door after the Fleer/Skybox bankruptcy. @natsturner

NYSE Owner to Invest Up to $2 Billion in Polymarket. Congrats @shayne_coplan and team @Polymarket wsj.com/business/deals…

@bryce 😢

Returning home from a church meeting tonight. Hundreds of kids and their parents in the audience and all I could think from the stand was please not tonight. Most kids hadn’t seen this news. Most parents struggled to talk about anything else.

@bryce Stayed at Sixty last trip. Or The Line is cool in old church.

Need a hotel rec for DC

@zerohedge Any chance to use that clip

*COLOMBIA SAYS US DECERTIFIES IT AS ALLY IN DRUGS FIGHT: AFP

Love this. Two of my favorite products @Polymarket + @Stocktwits

Truth

@bryce 💯And it spans different age groups. I’ve heard the soundtrack dozens of times already.

Hard to describe but K-Pop Demon Hunters felt like the most egregious algorithm cranked to 11.

With the most recent feature releases, Google Meet has surpassed Zoom in functionality and meeting productivity

1. Stocks: all-time high 2. Home Prices: all-time high 3. Bitcoin: all-time high 4. Gold: all-time high 5. Money Supply: all-time high 6. National Debt: all-time high 7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target" 8. Fed: cutting interest rates next month

I think we'll see $40K per ETH by 2030. The US government is betting the future of the dollar on stablecoins, S&P 500 companies are building L2s to onboard their users to Ethereum, onchain trading and lending of RWAs, fungibles and NFTs is in the first inning, prediction markets are eating culture, onchain games are onboarding new users, among many other factors. (Not financial advice of course, it's impossible to guarantee)

@TedPillows Where is this data from @TedPillows

I hate to say it, but Binance is manipulating $ETH and the entire altcoin market. Ethereum is strong, pushing to break $4,000 with institutions and whales buying aggressively. Yet... 👇🏻 As I pointed out earlier, they’re dumping millions of ETH by moving it to multiple market maker accounts to sell off. How can they transfer so much Ethereum to these accounts when they have no extra $ETH, only customer funds?