ARI @FeederRotation Twitter profile

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ARI

@FeederRotation

1 month

tldr of crypto vcs: may 2024

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ARI

@FeederRotation

1 month

tldr of hyped next-gen ecosystems + networks: navigate wisely anon

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@FeederRotation

1 month

eigenlayer AVSs: the $15b stewards of ethereum's future

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ARI

@FeederRotation

1 month

quadrants are not indicative of investment returns (except bottom left, don’t be in the bottom left)

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@FeederRotation

1 month

so has @EspressoSys ever shipped anything besides hackmd wordcel nonsense?

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@FeederRotation

1 month

@0xBalloonLover it was but didn't want people to think i am a multicoin plant

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@FeederRotation

1 month

VANCE CAN WE PLEASE STOP WINNING

Vance Spencer

@pythianism

1 month

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@FeederRotation

1 month

@CanonicalChad angels is indeed on the docket

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ARI

@FeederRotation

1 month

vcs up next, stay tuned

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ARI

@FeederRotation

1 month

@_choppingblock 1. bankless should be farther bottom right 2. MoZ is nowhere near as degen as Gwart 3. @hosseeb -- no need to be humble, you guys are more upstream than you think

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ARI

@FeederRotation

1 month

@0xsigler @izebel_eth you’re the first one to notice

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ARI

@FeederRotation

1 month

@bridge__harris FF's crypto venture investments are still mostly beta but at least you guys are probably trending in the right direction thiel's bitcoin trade still undefeated

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ARI

@FeederRotation

1 month

another hackmd! onwards and upwards to the series c! ($5b min, $10m+ in secondaries)

Benedikt Bünz

@benediktbuenz

1 month

Espresso is building a marketplace for rollups to sell their sequencing rights. We wrote up a detailed post on our market design: a combinatorial lottery that sells execution tickets for rollups or bundles of rollups. Please give us feedback on the design:

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@FeederRotation

1 month

@medhakothari praying for the funds that bring this chart to their ic meetings

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@FeederRotation

25 days

@nickwh8te was told it unironically made it to multiple ic meetings my job here is done

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@FeederRotation

25 days

can't wait for li jin's next essay on how this is just part of pump's $80m marketing budget to capture more attention

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@FeederRotation

1 month

@0lliecrypto @egirl_capital very degen, not that retarded imo

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ARI

@FeederRotation

1 month

@tbr90 @MariaShen many of those funds have killer pnls but are not necessarily driving the industry forward undoubtedly great to be an lp in those funds

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ARI

@FeederRotation

1 month

might want to update your website then

Lily Liu

@calilyliu

1 month

VCs are not builders.

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@FeederRotation

1 month

@0x_brandon don't disrespect my bald king like that sequoia sucks ass at crypto, a16z objectively does not

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ARI

@FeederRotation

18 days

the type of deals Haun ventures leads vs the deals they beg for allocations based on 2014 connections to fund dan's daily erewhon kombuchas

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ARI

@FeederRotation

10 days

tldr of dating in your 20s: the mechanics and culture of modern dating Link:

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ARI

@FeederRotation

1 month

this chart is cursed on so many levels

Hardhat Chad

@HardhatChad

1 month

How did solana overcome the small block mind virus?

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@FeederRotation

1 month

i have to frequently remind myself they have a DA layer that nobody uses

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@FeederRotation

1 month

@katiewav archetype soho cabal: 1 ari: 0

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@FeederRotation

1 month

overpriced and elitist with only 10 locations in over 50 years?

Nick White 🤳✨

@nickwh8te

1 month

Celestia is the Erewhon of DA layers

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ARI

@FeederRotation

1 month

@0xMert_ perhaps they should be lower but at least they understand the meta-game can't say the same for some of the other vcs

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@FeederRotation

13 days

the first consumer crypto vc that brings on a credible celebrity/influencer as a venture partner will have provided more value than all other consumer crypto vcs with their braindead thinkpieces. the market wants thots, not thoughts

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@FeederRotation

1 month

@katiewav dn vc?

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@FeederRotation

1 month

@lehranbrothers dao5

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@FeederRotation

10 days

Dating as a call option, metagaming is a bad strategy, and other red pills:

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@FeederRotation

1 month

@VelvetMilkman @DougieDeLuca figment is solid wym

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ARI

@FeederRotation

1 month

@swaggyAlexyo swapping berachain and blast is a fair take

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@FeederRotation

1 month

what have you guys worked on in the past year? Espresso:

Espresso Systems

@EspressoSys

1 month

probably nothing

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@FeederRotation

1 month

@enshriningplebs their 1m strategic alliancedao investment will return the fund dw

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@FeederRotation

27 days

consensys's organizational incompetence makes eigenlayer look like a competent silicon valley startup more broken than the mechanisms that the seal team six mechanism designers theorize about

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@FeederRotation

16 days

consensys is solana's greatest asset

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@FeederRotation

3 months

@optimisticl2s > “allegations are starting to leak” bro he’s openly flaunting this

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@FeederRotation

1 month

@wdcollier_ @archetypevc would be somewhere near the origin

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@FeederRotation

1 month

this man is unreal in so many ways

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@FeederRotation

1 month

@RavilMufti it’s the only one on the x-axis

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ARI

@FeederRotation

2 months

the reason why good crypto founders are in short supply is that there aren't many people with the skills willing to take massive legal + reputational risk prices for tier 1 rounds will continue to be astronomical given this supply/demand dynamic

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ARI

@FeederRotation

1 month

@reganbozman vertical positioning matters less than horizontal positioning i expect to see you in the arena next year

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@FeederRotation

1 month

i know nobody cares because this is crypto but soliciting stake sounds an awful lot like asking users to deposit money with the expectations of profit based on the efforts of others in a common enterprise study intersubjective + vague legalese

mert | helius | hSOL

@0xMert_

1 month

Solana validators make money in 3 ways: i) Issuance (new SOL is issued by the network or "mined") ii) MEV (traders tip validators to execute transactions in a certain way) iii) Block rewards (base fees and priority fees) when validators take a % commission — they're taking

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@FeederRotation

1 month

@TokenVC_ 1. bankless, robot, and alliance as remotely normie is certainly a take 2. wrong asymmetric and archetype

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ARI

@FeederRotation

1 month

@IamNomad can get behind jump have you seen some of pantera's positions?

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@FeederRotation

1 month

@Melt_Dem everybody thinks they’re dao5 when they’re really chapter one

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@FeederRotation

25 days

this may very well be true for the good solana projects, just the worst messenger possible backpack founder; ex lackey @ ftx, alameda

Armani Ferrante (hiring)

@armaniferrante

26 days

Solana projects need to stop letting centralized exchanges bully them around. Exchanges need you more than you need them.

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ARI

@FeederRotation

1 month

@GarrettHarper_ solana's greatest strength is/was its laser focus on products and users. the new meta of teams forgoing product development in favor of needlessly "vertical integrating" will have negative effects on solana's culture and value proposition.

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ARI

@FeederRotation

27 days

eigenlayer -> ???

Mippo 🟪

@MikeIppolito_

28 days

Good observation. First mover advantage in crypto is very important. What are examples of second mover advantage that contradict this?

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ARI

@FeederRotation

1 month

@0x_Osprey it’s going to change their world (lifting themselves out of poverty by buying house #5 in the hamptons)

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@FeederRotation

1 month

armani speed running the sam arc out of japan is a dangerous game unless you’re an investor, where you get a cheap call option on financial upside with no legal risk

Solana Post

@SolanaNewsPost

1 month

JUST IN: @Backpack smashes another daily trading volume record – $1 billion! Huge achievement by @armaniferrante , @yver__ , and the entire team. This rivals some exchanges' annual volume!

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@FeederRotation

24 days

solana teams: too lazy to use chatgpt to come up with their own initialism solayer --> solazy

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@FeederRotation

2 months

soon all the permutations will be complete and people will realize that vms were never the bottleneck

Daniel Hwang (🌳,🌳)

@danhwang88

2 months

We’ve got SVM on Ethereum. We’ve got EVM on Solana. We’ve got EVM on Cosmos. When SVM on Cosmos 👀

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@FeederRotation

2 months

thiel really wants early crypto beta

Alliance

@alliancedao

2 months

1/ We’re happy to announce a new strategic partnership with @foundersfund which will equip Alliance-accelerated founders with increased access to resources and mentorship. To kick off this partnership, Alliance co-founder @lmrankhan sat down with several Founders Fund team

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@FeederRotation

1 month

praying for the ppl that bookmarked this shit

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@FeederRotation

1 month

@SolBeachBum third from top right

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@FeederRotation

2 months

@metaproph3t turns out a 10-100x private/public arbitrage is a strong incentive call me shocked

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@FeederRotation

1 month

almost every interesting crypto protocol is backed by one of the five big vcs past the seed/series A stage there is no more selection alpha because everybody knows who the winners are the same is true in the normal startup scene except for it’s at the series A/B stage

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@FeederRotation

1 month

@ShaneBarratt ergonia

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ARI

@FeederRotation

1 month

@0x_antifragile was a not-so-subtle nod as to how i view myself perhaps too subtle

ARI

@FeederRotation

1 month

@0xsigler @izebel_eth you’re the first one to notice

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@FeederRotation

1 month

@nosleepjon don't read too much into it and don't forget to launch the token

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@FeederRotation

1 month

6 months in and less revenue than the kids illegally selling lemonade on the corner.

Nick White 🤳✨

@nickwh8te

1 month

Wild that it's already been 6 months since Celestia launched. Time flies Been an incredible journey thus far. More to come 💪

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@FeederRotation

11 days

@0xBalloonLover paradigm

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@FeederRotation

1 month

@0x_antifragile just look at their investors -- no further comments

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@FeederRotation

1 month

@CapitalMonet multicoin may invest in predatory retail dogshit but don’t conflate that with being dumb

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@FeederRotation

2 months

the fugazi that we call the crypto industry is the result of leaders being solely selected for verbal intelligence to convince investors and retail that there will be someone else to buy their bags

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@FeederRotation

1 month

@0xmadisonn @robotventures robot indexes all the best teams and I’m here for it

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@FeederRotation

2 months

every cycle a CEX has imploded but this time it’s different because it’s being run by a non-technical employee from a CEX that blew up last cycle and an open-source dev that was backed but not endorsed by the FTX deep state

Chris Burniske

@cburniske

2 months

Every cycle a new CEX has risen to enter the top tier, and this cycle, that exchange appears to be @Backpack .

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@FeederRotation

1 month

@divine_economy nobody said anything about any of these funds being ethical or honest

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@FeederRotation

10 days

@SmokeyTheBera

Gary Basin 🍍

@garybasin

8 months

Chamath is right actually. It is midwit to have an opinion on geopolitics 10k miles away coming to you through 7 dimensions of psyop. If all you want to hear is "bad thing is bad" then you're not a serious person

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ARI

@FeederRotation

1 month

@samoa_joes @swaggyAlexyo study people + incentives

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@FeederRotation

2 months

major eigenda cope market likely will not support 5+ da layers at current vals

Nick White 🤳✨

@nickwh8te

2 months

PSA: Celestia and EigenLayer are NOT competitors. Data availability and restaking are different and complementary tools. Data availability lets a rollup inherit security from an existing chain. Restaking uses an existing token as collateral for economic security.

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@FeederRotation

2 months

eigenlayer is a sreeram grad student slave coin

chainyoda

@chainyoda

2 months

Solana is a 3.2 GPA CS undergrad coin Ethereum is a 4.0 GPA Math PhDCoin It is what it is

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ARI

@FeederRotation

1 month

@joemccann barbell theory dictates that, as an lp, you should be investing in only the corners funds

ARI

@FeederRotation

1 month

quadrants are not indicative of investment returns (except bottom left, don’t be in the bottom left)

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ARI

@FeederRotation

12 days

@enshriningplebs it's not like that have that many choices, aside incubating their own projects which requires actual skill

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@FeederRotation

1 month

@Billini_ a case could be made for flipping berachain and blast

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ARI

@FeederRotation

1 month

> ionet investor says crypto isn't a scam

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@FeederRotation

1 month

@ligmosisjones marginfi should be further towards the top left

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@FeederRotation

2 months

it’s almost like they all started at the same place! study cabals

enshriningplebs

@enshriningplebs

2 months

so many of these scam rounds are just some premutation of polychain, hackvc and dao5 they'll have their day in court or move to Dubai for the hookers

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ARI

@FeederRotation

1 month

0 chance firedancer goes live this year great team and project but also a jump fugazi the amount of grant money jump is getting from this could solve world hunger

mert | helius | hSOL

@0xMert_

1 month

firedancer is the biggest upgrade for any blockchain in the industry this year — along with 4844 TL;DR — new, performant validator client for Solana built by people specializing in performance we wrote a post covering everything about it here:

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@FeederRotation

3 months

the solana social layer is here to bring you sandwiching and “trust me bro” economics

Rex

@R89Capital

3 months

The group is about to make its first investment. Pretty exciting :P

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@FeederRotation

1 month

@avichal still doesn't quite top your wallet <> L1 u-shaped value curve quote

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@FeederRotation

1 month

@pre_revenue_ unfortunately not @intern

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ARI

@FeederRotation

2 months

the real reason to back undifferentiated scam projects run by <25 year olds is that they are much less likely to be targeted by the SEC and you as a vc can get in at a $80m val and sell at $8b

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@FeederRotation

1 month

@0xbreezy0 was meant to be a 1-2 year outlook

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@FeederRotation

1 month

@TokenVC_ @alliancedao wrong logos

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@FeederRotation

1 month

@RachaelRad @avichal please relay to katie + team that $3-5m seed round checks do not add up to $1.5b time to get in the arena by moving eastward

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@FeederRotation

1 month

@futurenomics the dynamics of venture + liquid funds intra and inter-firms is criminally overlooked and misunderstood

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@FeederRotation

1 month

crypto either needs to dramatically lower the dev barrier to unlock the long tail of developers (unlikely) or nerdsnipe 100x more people to have a health(ier) ecosystem with reasonable prices and more checks and balances

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@FeederRotation

1 month

@sia_kazi sorry, should have put you farther down the y-axis

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@FeederRotation

1 month

@1kxnetwork @DennisonBertram @divine_economy sequoia: playing league won't forget you guys next time

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@FeederRotation

12 days

Oil enabled nations to lift themselves out of poverty by creating technologies never before possible Digital oil enables network states of degens to emerge via generational wealth creation by creating new renditions of the same ponzis The great stagnation is over

Doug Colkitt

@0xdoug

13 days

Ethereum is digital oil, but defi primitives are the refineries that turn crude blockspace into usable products. What side accrues the most value? Not many people realize, but Rockefeller made far more money from refining oil than extracting it. Study 19th century industrialism

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@FeederRotation

1 month

@zmanian you’re a goat angel dawg

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ARI