Max

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Max

Max

@max0dte

consumer investments @iosgvc // building @limerence_NYC

NY / Van / HK Katılım Ağustos 2020
3.1K Takip Edilen441 Takipçiler
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Max
Max@max0dte·
feeling quite liberated
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Max@max0dte·
@0x_Mist would love an intro ! we do early stage
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Morning Mist
Morning Mist@0x_Mist·
Crypto VCs don’t like revenue Bootstrapped 4 person team, 0 marketing, young and hungry founders, novel and misunderstood market for boomers This team would easily receive a term sheet at 5-10M valuation range but because it’s not the most novel L1 Hmu for an intro
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Jawwwn
Jawwwn@jawwwn_·
Palantir cofounder @JTLonsdale on giving equity to employees: “We had a table that showed— here’s what your shares would be worth if we get to $5B.” “People were like, ‘Joe, you can’t say we’ll be worth $5B. It’s too unrealistic.’” “Now all my friends are too rich to work.” Via @HrtlandVentures
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Nansen 🧭
Nansen 🧭@nansen_ai·
Which funds have been most profitable all of December: Wintermute has been leading with $3.17M realized PnL, followed by Dragonfly Capital across multiple wallets ($1.9M, $1.0M, $990K). IOSG + Longling Capital also rank high. Profits are concentrated among a small group of repeat funds, not one-off wallets.
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Max
Max@max0dte·
@chainyoda Where tf is Cobie on this
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chainyoda
chainyoda@chainyoda·
Who were the winners and losers of 2028 Winners: 1. Kim Jong ( $2b) 2. CZ ( got pardon) 3. Eric and Barron ( $2b-$7b ) 4. Circle ( IPO ) 5. Hyperliquid 6. Blockworks 7. Saylor 8. Wintermute 9. Listing agents 10. Hayden Davies 11. Alon Losers: 🫵
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Max
Max@max0dte·
As a nurse how the FUCK do you miss my vein 3 times when drawing blood I got fucking skewered
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Max@max0dte·
Do people not understand what the “hedge” in hedge fund means - check the vol
Aakash Gupta@aakashgupta

Citadel’s 9.3% return sounds bad until you realize it’s actually worse. The S&P 500 is up roughly 17% this year. A Vanguard index fund charging 0.04% would have nearly doubled Citadel’s performance. But here’s what makes this story interesting: Citadel doesn’t charge 2 and 20 like normal hedge funds. They use a passthrough model where investors cover everything from trader bonuses to phone bills. Total annual costs often exceed 5% of assets, plus 20% of gains. So that 9.3% gross return? After fees, many LPs are looking at 3-4% net. In a year when you could’ve made 17% doing literally nothing. The natural gas angle is what everyone will focus on. In 2024, Citadel’s commodities desk generated $4 billion in profits, mostly from nat gas trades. That same thesis went sideways in 2025. But the real story here is simpler: Wellington has returned 19.4% annually since 1990. That track record is why investors pay those fees. One mediocre year doesn’t change the math. Ken Griffin has earned the benefit of the doubt. The question is whether his LPs agree, or whether some of that $66 billion starts looking for the exits.

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Max
Max@max0dte·
That being said, if hype goes any lower the lion might have to eat scraps
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Max
Max@max0dte·
If I had to start over again, I would genuinely put every waking moment of my time to try to reach 100k USD min net worth first Once you reach 6 figs, life gets exponetially easier, especially in your early 20's 0 responsibilities, and you can basically do anything. i.e, flying to meet friends and family spontaneously, treat them to nice meals, go on nice dates, not having to live paycheck to paycheck (makes your job much more enjoyable)
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Max
Max@max0dte·
@0xKaytee_ awesome read! agree with alot of the points mentioned
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KayTee
KayTee@0xKaytee_·
@max0dte Super interesting article! One of the sectors I see the most potential in for crypto at the moment. Which TCG platforms are you the most bullish on right now? I have tested several of them and think there is a lot of room for market penetration here. A bit of my thesis here:
KayTee@0xKaytee_

Why Onchain Collectibles Are So Cool, and Why Web3 Is the Best Place to Build Them 1. How It started NFTs kicked off the onchain-collectibles movement. A handful of collections ran to insane valuations, most went to zero, but the category didn’t completely die. A few projects survived and kept building. Some even expanded into physical (“IRL”) collectibles, proving that Web3 brands can exist beyond X (Twitter) hype. - Pudgy Penguins → Abstract Chain, Lil Pudgies, toys in Walmart, a YouTube series, and now a TCG - Doodles → IRL events, brand collabs, mainstream expansion These are becoming culture brands, not “just NFTs.” 2. Why combining Web3 + physical collectibles makes so much sense This is the part that makes me excited. Physical collectibles are great, but Web3 fixes a lot that’s broken about them: - Instant liquidity → you can trade the underlying collectible easily - Provenance → no more fakes - Global markets → collectors anywhere can buy/sell - Digital ownership → no need to physically ship unless redeemed Projects like @moonbirds , and now Fwog from @itsafwog, are bridging the gap by launching physical IRL collectibles with onchain value. This mirrors what works in Web2 (Pokémon, Labubu, Funko), but with better technology. 3. Tokenizing collectibles is already being built A lot of teams are executing here, to name a few: - @Courtyard_io - @phygitals - @beezie - @Collector_Crypt - @ripdotfun - @MagicEden Tokenized collectibles = real-world objects held in secure custody → represented by NFTs → instantly tradable. It is the perfect product-market fit for Web3. 4. The Pokémon example & why tokenization solves a real problem Vintage Pokémon sealed boxes and cards are worth tens/hundreds of thousands. But problems existed: - hard to verify authenticity - buyers risk getting scammed - illiquid market - storage issues Tokenized collectibles let traders buy/sell instantly while the real item stays secured in a verified vault. Collectors get safety, while speculators get liquidity. 5. Where this goes next I fully expect: - Presales of physical collectibles - Onchain “claim tickets” for physical items - Fully tradable collectible markets running on Web3 rails This becomes normal. Just like every asset class eventually moves onchain, collectibles will too. 6. Market growth Is already visible The data from @jongall45 and others shows how quickly this category is growing: - The TCG meta exploded this summer - $CARDS and similar tokens ran multiple × - Pokémon & sports cards trading surged - Onchain collectible trading volume up massively This was likely just the first preview of what tokenization will unlock. Final take Onchain collectibles are inevitable. Web3 fixes the biggest problems of physical items: liquidity, authenticity, global reach, custody, and settlement. The projects building now, whether collectibles themselves or the infrastructure around them, will define a massive category over the next few years.

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Max
Max@max0dte·
In Search Of: Onchain TCG Platforms Firmly believe that one of the highest pmf markets between web2<>web3 is tcg and collectibles - there are massive unlocks on the consumer end that web3 rails can bring to this vertical Will be in the trenches looking for the next winner
IOSG Ventures@IOSGVC

x.com/i/article/1998…

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Max
Max@max0dte·
@jshinny12 issok don't be jealous bbg
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j
j@jshinny12·
@max0dte u like pokemon cards that much? why don’t u go and marry it then 🙄
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Max
Max@max0dte·
Don't understand how 90% of VC's still under index on 1. the app layer in crypto 2. the importance of UX/UI Features are important, but a killer UX/UI is the difference between pmf and going to 0
Simon Dedic@sjdedic

Just skimmed the new Delphi report on 2026 apps and it perfectly aligns with how we at Moonrock Capital see the next decade of investing in this space. As crypto infrastructure becomes cheap, commoditized, and interchangeable, the center of gravity shifts upward: value will accrue to the applications that aggregate users at scale. The rise of "crypto superapps" makes it obvious. The winners won’t be the ones building the deepest infra, but the ones controlling user identity, user flow, capital flow, and daily interaction surfaces. TLDR: Stop reinventing the wheel. Build a sick app with world-class UX and you’ll control the user. And whoever controls the user, controls the market.

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Max
Max@max0dte·
My fund gave me $100m to burn; let me seed you... and your startup ❤️ with a $100k-$5m check :) --- IOSG Ventures is a $500m AUM crypto focused fund based in NY and HK. We back all-star founders from pre-seed to Series A/B Some of our notable portcos include Arbitrum, Eigenlayer, Monad, Usual, Morpho, + more 🫡 --- Although vertical agnostic, here's some angles we've been looking into: - Onchain TCG products (Gacha, Marketplaces, Infra etc. - shoutout @ripdotfun) - Prediction markets app layer; not new exchanges, but focused on apps that build on top of current liquidity and provide net new unlocks (Terminals, aggregators, decentralised quant shops + MM's, PM model training etc.) - Social consumer platforms that target web2 audiences, but utilize web3 rails for greater consumer experiences (cheaper payouts, fairer creator rewards etc.) - Publisher exchanges; platforms that curate and create content, using that as a funnel then creating auxiliary products/services on the side (example: parti.com, kick.com -> stake) --- If you're a founder looking to raise a round, I want to hear from you tg: @max0dte email: max@iosg.vc
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Polymarket
Polymarket@Polymarket·
JUST IN: NASDAQ moving forward with 24/7 stock trading, expected to have 24h trading on weekdays by Q2.
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RIP.FUN
RIP.FUN@ripdotfun·
OVER $4.8k of SANDSTORM PACKS BOUGHT BACK $1.7k DEOXYS PACK, STILL IN THE POOL 18 JUNGLE UNLIMITED PACKS PULLED ONLY IN MYSTERY PACKS ON RIPDOTFUN
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Keşfet

@0x_Mist @JTLonsdale @HrtlandVentures @chainyoda @ethereum @0xKaytee_ @jshinny12 @ripdotfun