eric

The recent backlash on CT regarding recent VC funding round announcements for yet another wave of new blockchains has echoed some personal feelings of mine for the longest time. As an investor, I've always advocated for investing in more apps, but as CT has recently started pointing out more, infra remains the favorite despite all the debate surrounding this topic for the past years. But, it's not as black and white as some make it to be. To fully understand what's happening, we must first understand the root of the issue as well as reflect more on what types of applications we want to see being built. Decided to write a short piece on my thoughts on state we are in as well as the current crypto app landscape. Can read the full article here: @0xeric/missing-the-forest-for-the-trees" target="_blank" rel="nofollow noopener">paragraph.com/@0xeric/missin…

@ditto_ gud content

Most crypto projects spend $100K+ trying to crack Korea Market I built a Korea GTM Intelligence platform that gives you better output — for $0 🔵 Blue Pill : Everything you were paying $100K for — but free 🔴 Red Pill : The true playbook nobody shared Here's what's inside 👇

@hosseeb @masonnystrom saying decentralization doesn't matter while working in crypto is the equivalent of a vegan working at a steakhouse

The line "decentralization doesn't matter" is getting repeated more and more these days. I recently broke out into debate on-stage with @masonnystrom about why decentralization was essential to prediction markets existing at all. It got heated. Worth the 5 minutes:

@AricChang @yungbij Lfg conrgats sir @AricChang

I’m excited to announce the launch of Prototype, a venture fund focused on investing in frontier technologies. I first entered the crypto industry in 2019 as a regulatory consultant, advising digital asset managers on SEC regulations. Watching my clients deploy capital into such a new and unfamiliar sector inspired me to take my own leap and become a venture investor in the space. Since then, I’ve focused on backing early-stage startups as crypto steadily evolved into an integral part of global financial infrastructure. As crypto becomes more accessible, and as AI lowers the barriers to entrepreneurship, Prototype aims to invest in frontier technologies that empower people to seek opportunities and generate value through their own means. Thank you to the mentors, colleagues, and supporters who helped make this possible. Now it’s time to get to work!

non-technical people when they realize soft-skills are more valuable now

“we’re slowing down” "p much just apeing stocks now" "you used open claw yet" “nothing interesting in this market rn” “excited about payments, stablecoins, prediction markets, perps” "hows life been" “we’re raising new fund but it’s slow” “are you staying in crypto?” "probably only going to focus on AI and robotics" "are you going to ethcc" “are you farming points?” "what are you seeing in asia these days?" "damn still heading to dubai token2049?"

it's increasingly apparent to me that a lot of participants in crypto have just become really good at pretending. ct pretending that they care about a project and they’re long term aligned. cexs pretending that they care about their users. projects pretending that their price and traction is organic. vcs pretending that their returns are better than they actually are. many such cases. none of this is particularly a secret. it's more or less common knowledge (blockchains are fundamentally transparent after all). yet it persists, because the incentives to maintain the illusion far outweigh the incentives to be honest. but when something goes on long enough, the line between pretending and believing starts to blur. some have been drinking the kool-aid so long they've forgotten they were ever pretending at all. repercussions will slowly materialize over time, perhaps we're already starting to feel some of it now. things have a way of settling where they should. but it's not surprising why so many of the people who genuinely built this space have grown tired of it.

To the 100,000 startup founders killed by Claude this week can like 1% of you please come to crypto. We are building the Internet Financial System and need more founders / engineers. Best opportunity to competition ratio in the world if you can put up with the industry.

We're excited to back @lmc_security and his team along with @BigBrainVC. while PMs have had a breakout year in 2025, there remains fundamental challenges regarding permissionless market creation, short-term liquidity bootstrapping, fault-proof resolution, leverage, and general distribution. @kash_bot is taking a swing at solving all of these.

@KamBenbrik @bitwise @crainbf congrats sir!

Very excited to join @bitwise! Bitwise is the best-positioned company in the space to help anyone (from TradFi to retail) at any step of their crypto journey, whether that's ETFs, staking, or DeFi and vaults. A huge thanks to @crainbf and Meher for building the amazing company that Chorus One became. Excited to continue with the Chorus One team and start working closely with everyone at Bitwise!

We just raised US$11.5M to build the next generation of on chain finance. Proud to announce our latest round as we scale Based, the crypto SuperApp to trade everything and spend everywhere. Based brings perpetuals, prediction markets, spot trading, and real world spending into a single on chain first experience. All from one SuperApp.

Maybe the real profit are the friends we made along the way

@tzedonn 1% of DBS?

my boys went from buying 1% of a shitter to 1% of a stock GGs

entire crypto market bleeding while @CantonNetwork casually making ATH and no one mentioning it. dark horse project of 2026

in theory yes, because valuations generally compress. but deployment slowdown is not always just a function of conviction but also a function of supply. it’s not like buying Solana at $8 in the depths of the bear which was accessible to everyone. deal flow quality naturally contracts in bear markets and more recently, there are much fewer net new exceptional teams with genuinely novel ideas entering crypto compared to even 2-3 years ago. there will always be outliers like Ethena worth celebrating, but for every bear market winner, there were countless more projects that raised capital during the same period and still failed even with deflated valuations. deploying in bear markets matters, but deploying behind the right teams, regardless of stage of a cycle, matters infinitely more.

VCs who slow down in bear markets miss the entire point of venture Both Etherfi and Ethena raised in 2023 when everyone thought crypto was finished. We backed Pudgy Penguins when NFTs were a graveyard. Now it's the boldest cryptonative IP play going global. Category bottoms are where returns get made. Better valuations, better ownership, founders building with conviction instead of chasing narratives. Everyone says they're contrarian but when push comes to shove few are deploying

I’M NOT ADDICTED TO GAMBLING I’M ADDICTED TO HOPE

megaeth mainnet is live and already 4x’d polkadot & hyperliquid lifetime txs. currently pushing ~16K transactions per second. target is 11B txs in one week: more than every L2 combined since their launch. that’s how you show the world your product.

2026. Time to Mega the ETH.