Yano 🟪

this is a good article, covers a lot of the details on @Collector_Crypt, feels like it's mostly flew under the radar but one of the few crypto consumer apps that has been doing well w/ essentially all user & revenue metrics trending up & to the right apps with highest ceilings are the ones that also draw interest from crowds external to crypto, what was interesting about this specifically to me is that it's actually +EV for users to draw trading cards from the packs which is unlike 99% of the gacha models, emphasis on giving back to the users is apparent @solana needs more of these to continue doing well

.@JasonYanowitz highlights what public company CEOs are saying about crypto on earnings calls Visa: “Visa is positioned as the hyper scaling bridge layer between stablecoins and real world solutions” SoFi: “The crypto super cycle will transform money movement" Mastercard: "We’re advancing agentic commerce with Mastercard Agent Pay and expanding our stablecoin solutions through our acquisition of BVNK” Robinhood: “The price moves up and down, but crypto as technology infrastructure is going to be big”

Stoked to work with Veda. I met @sunandr_ when he came on Empire, very impressed by what they've built. Our new dashboard is the single best place to check @veda_labs data. Even includes specific vault tabs for Kraken, EtherFi, Lombard, Kinetiq, Plasma, and Whop.

.@jasonyanowitz says there are two ways to build an information platform. "There's two ways to build an information platform. You can either start with the top of the stack or the bottom of the stack." "The top of the stack is soft information. Things like news, podcasts, events, and media—qualitative stuff." "The bottom of the stack is hard information, like data. Most people obviously start with the bottom of the stack because you can go raise venture, and it's sexy to build a data company. We started with the top of the stack because we thought it was way more interesting to own your audience and then go build the products." "We got to $25M in revenue, bootstrapped the business, and have been profitable since day one. It wasn't until 2022/2023 that we turned on the data engine and started building the bottom of the stack. Now we're the largest data company in crypto."

.@jasonyanowitz says there are two ways to build an information platform. "There's two ways to build an information platform. You can either start with the top of the stack or the bottom of the stack." "The top of the stack is soft information. Things like news, podcasts, events, and media—qualitative stuff." "The bottom of the stack is hard information, like data. Most people obviously start with the bottom of the stack because you can go raise venture, and it's sexy to build a data company. We started with the top of the stack because we thought it was way more interesting to own your audience and then go build the products." "We got to $25M in revenue, bootstrapped the business, and have been profitable since day one. It wasn't until 2022/2023 that we turned on the data engine and started building the bottom of the stack. Now we're the largest data company in crypto."

It’s Wednesday: - @vladtenev (Robinhood) - @andrew__reed (Sequoia) - @paraga (Parallel) - @JasonYanowitz (Blockworks) - @MariaSpiropulu (Caltech) - @SimkinStepan (Squads) - @kashgupta_ (Hightouch) - @DanMagy (Firestorm) - @GabeStengel (Rogo) - Even Rogers (True Anomaly) Join us