Geoff Renaud | Renaud Partners

renaud partners turns one year old today we’ve evolved from a GTM advisory into one of the top venture builders in the space working deep in the trenches w brilliant founders from day zero as their key partner and first backer working w great technical founders who are obsessed w building incredible experiences for users has been the highlight of my career im so excited for the world to see what we’re building and we’re literally just getting started thanks to all our founders, friends and colleagues for supporting us ❤️🫡

@leap_xyz Solamis committed. keep up the great work.

Today is the one year anniversary of my dad passing away from cancer. It is also my birthday. Anyone who's lost a parent knows it doesn’t really get easier. You become stronger, you learn to live, but it doesn't get easier. In some ways, it's been a great year. Donate is pushing forward, I'm healthier than I've ever been, and I'm feeling optimistic about the industry I've given my life to. In other ways, it’s been the worst: trying to mentally cope with the loss of my father while remaining present for my family and team has been harder than I anticipated. I don’t know if everything happens for a reason. Maybe we just retrofit meaning in times of sadness in order to find solace in the helplessness of tragedy. Or maybe life really is random and things just happen because they happen. For my birthday today, I am running a fundraiser on Donate for St. Jude Children’s Research Hospital. My relationship with St. Jude and the people there has been a blessing, and I will always do what I can to help them. It's been the honor of my life to be part of this community, this platform, the friendships, the spaces, the conferences, just everything. Without you all, I would not have been able to make it through this year. Here’s the link to contribute donate.gg/campaigns/leap…

@CryoPalmar @KASTxyz @solflare @usemotocard Highly recommend!

Random marketing idea #1 XYZ pays the bill! A high-impact activation for crypto debit/credit card providers like @KASTxyz, @solflare, @usemotocard. Core mechanic: Every card transaction has a chance to be fully covered by a reward pool, the company pays the bill! To make it sustainable and inclusive, split into tiered pools by transaction size. For example: >$50+ pool >$500+ pool >$2,500–$10,000 pool This prevents one whale purchase (car, luxury item, etc.) from draining everything early, while still delivering value for both everyday users and powerusers. This works because it targets multiple outcomes across different parts of the funnel: > UGC boost: Your userbase is crypto native and lives on CT. When someone hits the 'We paid your bill!' reward they will screenshot it and post about it. The pop-up should be clean, branded, and shareable. Organic UGC is insanely powerful for brand awareness, and way more effective than a KOL activation. > Conversion: New users discover the campaign, get FOMO, and sign up. This will attract both users that never used a crypto card before, and your competitors userbase. It reduces drop-off during the onboarding flow and increases the odds that they actually deposit funds, boosting your AUM and DAU/MAU. > Retention: Most existing users also have a bank account in web2 that they use. By activating this campaign they are more incentivized to decrease the spend on that card, and increase the spend on your card! This boosts the ARPU (average revenue per user) and turns one-time depositors into more repeat users. This campaign can be used as a one time marketing campaign, a recurring campaign (while increasing effectiveness based on data), or as a GTM campaign for new market entrants. It can also be implemented in any other business that has transactions as a service (imagine Axiom paying for the memecoin you buy lol) but fits best in the payment niche. Are you a web3 founder and thinking like 'damn, this guy has some cool ideas', feel free to reach out and explore how we can work together! What are your thoughts about this idea, would you do anything different? Let me know in the comments 👇

Are you a data driven marketer that can also talk to leads? We're looking for a director of growth to work directly with @tomjohn1028 and myself. This is a leadership role helping steer @exo_tech_'s strategy as we break into new markets (AI & web3) jobs.solana.com/companies/exo-…

@varrock @travisbickle0x Yes pls

There’s a lot of misinformation circulating about Fantasy today, so let me clarify a few facts. • For the past 2 years, the company has been fully self-funded through product revenues. • Revenues were reinvested into development across multiple products and systems built under the Fantasy app. • No investor funds have been used for company operations during this time. We have 50+ angel investors, and maintaining open communication with them matters to us. I’m doing my best to keep everyone updated, though some structural changes take time to put in place. Over the past months, we’ve significantly reduced burn, streamlined the team, and reduced founders’ salaries. The company has multiple years of runway without needing to touch investor funds. We remain fully committed to building the company long term and will share more about the next phase soon.

@retrimentum @0xNairolf 🙃 fantasy guys were sketchy

@ReoffGenaud @0xNairolf Ser

real question: has anyone actually made money angel investing? at this point i just consider my checks donations lol

@mdudas @varrock @fantasy_top_ @travisbickle0x +1

@donatedotgg Badass. Nice work Leap

Introducing Campaigns, a new feature for Donate. Easily create fundraisers for yourself or nonprofits and accept contributions in seconds.

@connorking this looks spicy my bro! 🌶️

Hosting a liquid markets and pre-TGE pitch event the week of DAS We're curating investors from both private and public markets, with prominent teams presenting If you're an active markets participant or a prominent protocol, like this or DM me and I'll share more info

@thedukekim @BoredCoobs you owe us nothing friend ❤️

Phil responded!!!! He’s going to meet my eldest on Lexi’s birthday!!!! Yes I’m a grown man using too many exclamation points because I’m bawling right now. Huge props to @ReoffGenaud and @BoredCoobs and so many others for helping me get this W for my daughter. Mark it here- I owe you

@Shenanigrahams @AvaLabs W Congrats my bro!

Well, it’s official now I have joined @AvaLabs as the new Head of Emerging Tech with the laser focus to get blockchain tech embedded in more businesses After a year off for baby-rearing I am thrilled to be back in the saddle, working alongside an amazing team that I’ve had the privilege of calling friends over the past years Let’s put a nail in the coffin of “blockchain is useless” articles and start showing the world how much more efficient they can be on digital financial rails

@Evanzsolomon @Bfaviero @auren oh its on now!

@Bfaviero @auren @ReoffGenaud backgammon mentioned

interesting that so many people move to Miami. so hard to get work done there: so much glitz, Lamborghinis, and beautiful people. Tampa is almost certainly the best place in Florida (and the most under-rated city in America): great weather, super airport, sports teams, more.

Hype factory or retention fortress? In web3 we've mastered the art of hype, but we fail to keep users around. Most funds and resources of a project go into building awareness, growing the brand, and converting users. This mostly happens through airdrops, KOL campaigns, speculation, or other pre-TGE shenanigans. Important, but not even close to the end game. Once those users are in? Crickets. Projects throw millions into acquisition, only to watch 80%+ of those new users run out the door within 90 days. It's like filling a leaky bucket with gold. It's shiny, but wasteful in the end. The problem starts with misplaced priorities. Web2 marketing teaches us that retention is king, a 5% bump in retention can boost profits by 25–95%, yet web3 teams keep chasing vanity metrics like total wallet connects and boosting shortterm growth. Compared to web2, acquisition costs fly through the roof in web3. But since web3 users are also among the highest-spending customers on average, that isn't necessarily a big problem. It turns into a big problem when they don't come back, making it impossible to ROI on your campaign or long-term growth spend. There is only one person who can solve this problem: YOU. If you have no real product value, poor onboarding friction, and zero habit-forming loops, it means your targets will convert, try your product out, and leave quicker than you can imagine. Incentives mask fake PMF, turn them off and your growth stalls immediately. Do you want to solve this? Flip the script. Build for retention first, acquisition second. Start with an amazing product that solves real pain points for clear ICPs. And no, “crypto degen” isn't an ICP. Create behavioral loops and frictionless UX, foster your community, be consistent in your communication, and provide exclusive experiences to your real users. Only then can you really grow. Result? Lower CAC, compounding LTV, and growth that sticks. A deeper dive on those topics will come in other tweets ;) Want to improve your product? At Renaud Partners we help you spot where strategic enhancements are needed and construct the perfect-fitting framework to solve these problems once and for all. We provide elite product frameworks, GTM support, craft the clearest narratives, and help you build elite teams. The web3 winners in 2026 won't be the hype factories, they will be the retention fortresses.

@WhaleInsider 👏

JUST IN: 🇦🇪 UAE will cover accommodation, meals, and rebooking costs for about 20,200 stranded passengers affected by regional tensions and airspace closures.

@0racle0racle let’s talk!

After 4 years, I’m no longer at Magic Eden. It’s been a wild ride... bull, bear, chaos and wins. As a BD Manager who evaluated 1,000+ projects, one thing is clear, this space is full of talented founders and creators. Grateful to have worked alongside so many of you and for the connections made along the way Open to new opportunities, my DMs are open.

@SuperteamNL @CryoPalmar icon

Say hello to @CryoPalmar 👋 You’ll probably recognize him as the golden dino roaming your timeline. From co-founding ShipyardNL to now running Palmar Consultancy and working as Consultant and Strategist at Renaud Partners, Cryo has been shaping ecosystems long before this rebrand. As someone who understands both strategy and execution, it’s good to have that energy in the room. Welcome 🤝🌷

SuperteamNL just got a lot stronger this week! 🔥 Say hello to our 5 new amazing members 🔥@hyperstrike, @wdotsol, @CryoPalmar, @Mr_SOL, @Luc100k Get to know who they are, what they do, and why you should know them. Members follow members ↓

@CryoPalmar amen!

You know what AI agents can't take over yet? Your connections and network Start helping people, you'd be surprised how far it can take you

@gregoffchain Owning The Moment You Saw The Future Far out man!

Upshot: Owning the Moment You Saw the Future Prediction has always been a deeply human instinct. Long before markets existed, people argued about outcomes, formed convictions, and staked reputation on what they believed would happen next. Sports, politics, culture, internet moments the impulse is constant. What’s changed over time is how those beliefs get expressed. Upshot takes that instinct seriously. Instead of asking users to step into financial abstractions, @upshot_cards gives predictions a physical form. Each card represents a live belief about the future, tied to a real-world event. Some pay out cash when resolved. All of them persist. They live on as proof that you took a position before the outcome was obvious. That permanence changes the psychology entirely. Prediction markets traditionally end relationships at resolution. Upshot begins them there. When Predictions Become Culture Markets are efficient. Culture is sticky. Upshot understands that if you want prediction markets to escape their niche, they need to live where culture already does. Cards are visual. They’re memeable. They’re easy to share. You don’t explain your thesis, you just post the card. And because cards can be bought, sold, and traded before events resolve, Upshot captures something traditional markets struggle with: how narratives evolve. As information changes, so does conviction. Every player is predicting outcomes, skilled players are predicting how consensus will shift. Upshot makes that process legible and social, without forcing users into financial abstractions. Underneath the surface, there’s real money at stake. Prize pools are funded transparently. Winners get paid. Some cards even pay instantly. But none of that overwhelms the experience. Finance stays in the background, where it belongs, while the game stays front and center. This is why Upshot feels closer to trading cards or fantasy sports than to DeFi dashboards. It doesn’t ask users to learn a new mental model. It wraps prediction in something they already understand. Skin in the Game, Without the Friction The best systems reward signal. Upshot layers competition on top of collectability through contests, leaderboards, and seasonal rewards. Players who consistently call the future are recognized over time. Those who show up early are remembered. Crucially, Upshot avoids the trap most prediction platforms fall into: over-optimizing mechanics at the expense of fun. The incentives are real, but the interface never feels like work. You rip packs. You trade cards. You hold what you believe in. And when the event resolves, you don’t walk away empty-handed. You keep the card. In an internet obsessed with the ephemeral, Upshot creates scarcity around foresight. Why This Matters One great thing about prediction markets is that they show the truth. But they often fail because they lack distribution. Upshot’s insight is that distribution doesn’t come from better market design alone, it comes from identity, ownership, and culture. By turning predictions into collectibles, Upshot opens a new surface area for participation. One where people speculate on outcomes and document their relationship to the future itself. Where being early, being right, or even being wrong in an interesting way leaves a trace. Why We’re Proud to Work With the Team At Renaud Partners, we spend a lot of time around infrastructure and primitives. Most teams try to win by adding complexity. The best ones win by subtracting it. @retrimentum and the Upshot team have an unusually strong instinct for where to be opinionated and where to get out of the way. They understand that adoption is emotional before it’s rational, and that products scale faster when they feel inevitable rather than impressive. Upshot doesn’t try to convince users that prediction markets are important. It simply makes them enjoyable, expressive, and worth owning. We’re proud to work with the team as they build something genuinely new: a prediction layer where culture is the distribution channel, ownership is the reward, and calling the future leaves a permanent mark. Upshot isn’t just about being right. It’s about having proof that you were there first.