Pranav Profile
Pranav

@vaneckpk

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3,078
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219
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Portfolio Manager of Digital Assets Alpha Disclosure:

Joined February 2016
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@vaneckpk
Pranav
7 days
Great thread @cmsholdings . As someone who manages a liquid token strategy, I'll add a few thoughts:
@cmsholdings
THE CMS
7 days
Liquid crypto is probably the single biggest untapped investable segment for crypto funds and represents a huge opportunity that will almost certainly get no inflows couple thoughts why and how it feeds into VC outsizing and general animosity from wider market
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@vaneckpk
Pranav
2 months
@NateGeraci @vaneck_us @HeleneBraunn Users pay gas fees when they transact on Ethereum, and a portion of those fees, known as the base fee, is burned, reducing the supply of ETH. The priority fee, or tip, is paid to validators for transaction processing. While stakers earn rewards for securing the network, burning…
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@vaneckpk
Pranav
5 months
Gangster move with #HODL
@JanvanEck3
Jan van Eck
3 years
You can listen to the video or just look at the hat. @gaborgurbacs #HODL
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@vaneckpk
Pranav
7 days
3- The most valuable lesson I've learned in my ~2 years of doing this is to find an amazing partner/backer. You need a partner who embraces the volatility of the bet. For me, that partner is @JanvanEck3 . We started our liquid token strategy 2 weeks after 3AC, and it was a…
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@vaneckpk
Pranav
10 months
@StockMKTNewz I wish I had a crystal ball that looked that far out with any degree of certainty
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@vaneckpk
Pranav
2 months
Crypto founders: b/d ≠ shilling tokens. Grow real demand for great products. If it's truly wanted, interest in the token will follow. Focus on quality discovery, not hype.
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@vaneckpk
Pranav
1 year
@kieranwgoodwin @boazweinstein great thread. If this is systemic risk to the private credit markets, why would the street not just amend covenants for some incremental yield? The street doesn't want this market to implode and have a cascading liquidation?
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@vaneckpk
Pranav
1 month
@crypto
Bloomberg Crypto
1 month
Nick Van Eck, son of investment management veteran Jan Van Eck, is making a bet on crypto with the help of his namesake family business
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@vaneckpk
Pranav
5 months
Excited to be attending #DAS2024 in London, learn more about it here: @blockworksDAS
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@vaneckpk
Pranav
2 months
Hmu 🤙🏾
@vaneck_us
VanEck
2 months
Headed to DAS London? Catch portfolio manager @vaneckpk at the panel below. DM him if you would like to meet up.
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@vaneckpk
Pranav
1 year
Big fan of Odd lots by @tracyalloway and @TheStalwart . They cover a wide breadth of topics with accuracy and sufficient depth with limited jargon.
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@vaneckpk
Pranav
10 months
@elonmusk @WholeMarsBlog Probably worth taking seriously when @elonmusk says “It's relatively easy to make a prototype but extremely difficult to mass manufacture a vehicle reliably at scale"
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@vaneckpk
Pranav
10 months
@ramahluwalia I think Microsoft/Github might end up topping this
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@vaneckpk
Pranav
7 months
People zooming on e-bikes at 20mph on NYC sidewalks are out of control. Me and my dog have almost been mowed down multiple times. @NYCMayor can we do something about this?
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@vaneckpk
Pranav
1 year
2 concerning charts that makes me wonder “wen stimmy?” Personal savings of people in the US is now below Q4 2008 levels..I picture checking / savings accounts having lower balances
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@vaneckpk
Pranav
15 days
@vaneck_us
VanEck
15 days
Typical Friday morning investment committee meeting at VanEck
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@vaneckpk
Pranav
7 days
2-Liquid crypto affords investors the luxury of having multiple shots on goal and the ability to be wrong. We at @vaneck_us , like many others, view crypto adoption probabilistically – a 50% chance of on-chain products going mainstream and a 50% chance of remaining niche. Many…
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@vaneckpk
Pranav
2 months
@BillAckman AI's energy consumption could double data center electricity demand by 2026, eclipsing Bitcoin mining. While Bitcoin's energy use is notable, AI's growing data center power needs may lead to greater consumption. This AI shift has complex implications, potentially challenging…
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@vaneckpk
Pranav
5 months
@binance Looking forward to this discussion!
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@vaneckpk
Pranav
1 year
@MichelleObama @BarackObama Twitter needs more of this! Less negativity. @elonmusk
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@vaneckpk
Pranav
1 year
@VinnyLingham @NickTimiraos I don’t predict Fed moves, I just observe what prices / market is telling me. And I also pay attention to what @LHSummers says. He was calling for hikes / tightening policy pretty early and was calling for the fed to remain hawkish all through last year.
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@vaneckpk
Pranav
11 months
@elonmusk @MattWalshBlog Being able to watch long-form videos on Twitter is a game-changer – a simple feature that makes a significant difference from a user standpoint. It's also a big win for Twitter as it increases time spent (thus improving monetization). Pair that with talented creators and quality…
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@vaneckpk
Pranav
7 days
1-Liquid tokens are venture assets with liquidity. In traditional finance, companies go from pre-seed round to IPO on average 6-8 years after inception. As a result, *most* of these liquid investment opportunities don't offer venture-like returns. In crypto, many projects go from…
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@vaneckpk
Pranav
1 year
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@vaneckpk
Pranav
7 months
Putting all the political bias aside, I highly recommend watching this. @jaredkushner was thoughtful, balanced and neutral. Wish he spoke more during his time at the WH.
@lexfridman
Lex Fridman
7 months
Here's my conversation with @jaredkushner , former Senior Advisor to President Donald Trump, and one of the most influential presidential advisors in modern history. We discuss the Hamas attack on Israel in the full context of the history and geopolitics of the region. This…
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@vaneckpk
Pranav
9 months
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@vaneckpk
Pranav
3 months
🙏🙏
@vaneck_us
VanEck
3 months
One of our private funds ranked in the top 10 crypto hedge funds last year. Funds were ranked by net return (net of fees) in the cryptocurrency category by @BarclayHedge in 2023. 👀 @vaneckpk
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@vaneckpk
Pranav
5 months
Starship torch, thanks ⁦ @elonmusk
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@vaneckpk
Pranav
1 year
@BloombergTV @LHSummers How does this logic make sense? “Emerging credit problems” so let’s go ahead and tighten monetary policy further to worsen it?
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@vaneckpk
Pranav
5 months
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@vaneckpk
Pranav
1 year
@FischerLukeM @eightsleep @m_franceschetti @whoop I so relate to this. Vacation sleep vs an average weeknight in my @eightsleep @m_franceschetti you’re ruining vacations for me…
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@vaneckpk
Pranav
5 months
@KyleSamani The arrogance….unreal
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@vaneckpk
Pranav
1 year
Savings rate (% of disposable income being saved) is below Q4 2007 levels.
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@vaneckpk
Pranav
10 months
@StockMKTNewz @elonmusk when can we get this in NYC?
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@vaneckpk
Pranav
1 year
Rising costs of education and housing, stagnant wages, and pandemic-related setbacks have led Americans in their 30s to pile on debt. Fed's interest rate hikes seems to be worsening this issue. Some worrisome charts, the trend's seem to be accelerating...
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@vaneckpk
Pranav
14 days
amazing thread.
@SahilBloom
Sahil Bloom
14 days
Your entire life will change the moment you... (thread)
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@vaneckpk
Pranav
1 year
@elonmusk You’re person of the century
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@vaneckpk
Pranav
1 year
@biancoresearch Hi Jim, heard you make the point that the Fed can't cut next year if the BoJ is hiking. Isn't the counter arguement this chart? There is a lot of room to compress 10Y JGB v 10Y UST...as in JGB can have much higher yields while the Fed cuts and this will essentially be back at '20
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@vaneckpk
Pranav
3 months
@QwQiao To be more specific, fdv stops being a meme when: 1- early investors / team start to vest + 2- the return from last private round to current FDV is meaningfully higher vs other similarly timed investments + 3- daily vesting token value becomes a meaningful % of daily trading…
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@vaneckpk
Pranav
1 year
@m_franceschetti The pod has made me dislike work travel. You need to get the pod in a hotel chain asap so I can book those hotels.
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@vaneckpk
Pranav
9 months
@crossbordercap Could it be liquidity neutral if this continues to head lower? @LynAldenContact @ramahluwalia
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@vaneckpk
Pranav
1 year
I can't point to any specific data but my Twitter experience has gotten 2x better since @elonmusk took over. Bots gone, organic follower growth, & feed more relevant.
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@vaneckpk
Pranav
9 months
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@vaneckpk
Pranav
2 months
@cz_binance Lingokids and Duolingo probably
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@vaneckpk
Pranav
2 months
@TheStalwart If the bitcoin ecosystem can create sustainable idiosyncratic demand for its blockspace (ordinals / inscriptions, layer 2s etc), that could create a non cyclical revenue source (from fees) to the miners. This would make them less reliant on the block reward.
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@vaneckpk
Pranav
1 year
@truflation It would be amazing if you built a tool that can display the monthly variance between CPI prints and your index and where the variance is coming from.
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@vaneckpk
Pranav
1 year
@farzyness How can it not be Fade to Black?!
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@vaneckpk
Pranav
4 months
@BitMEXResearch I think you're supposed to add in the inflows/outflows from the futures based ETFs to this table as well.
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@vaneckpk
Pranav
10 months
Game changer.
@BradyDale
Brady Dale
10 months
New Zoom product: AI model to alert people when they are rambling in a monotonous tone and everyone is dying
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@vaneckpk
Pranav
10 days
@santiagoroel @m_franceschetti I’m pretty sure I’ve convinced 8 people to get an eight sleep. @APompliano
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@vaneckpk
Pranav
1 year
Mission Sleep Fitness 2022 was a success. Riding high with my trusty @eightsleep Pod, I conquered every night sky 🧑‍🚀🪐🚀 #YearInSleep
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@vaneckpk
Pranav
1 year
@marceloclaure Same + no drinking.
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@vaneckpk
Pranav
5 months
@KyleSamani @alive_eth Tradfi has the same debate, this is nothing new
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@vaneckpk
Pranav
27 days
@0xMert_ Anyone that charges for a friendly intro (especially if they believe in what you’re doing / building) is not a *serious* person
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@vaneckpk
Pranav
3 months
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@vaneckpk
Pranav
23 days
@santiagoroel it's repulsive when you meet a founder who spends most of the convo trash talking the competition
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@vaneckpk
Pranav
10 months
One of my favorite takeaways from this book: Investment success requires a strange combination of patience and aggression
@MnkeDaniel
Daniel
10 months
1. Damn Right! Behind the Scenes with Charlie Munger One of the things I admire most about Munger is that he lives the life lessons he preaches. This wonderfully written biography illuminates these lessons and get's you as close to Munger as possible.
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@vaneckpk
Pranav
1 month
@BarryLemonade @lessin you tell em Barry
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@vaneckpk
Pranav
1 year
The reward = an NFT called a "journey stamp". More stamps = more "Odyssey Points," which unlock access to digital, physical, and experiential benefits such as virtual espresso martini-making classes and other exclusive events. HT @early_2 for the visual (7/15)
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@vaneckpk
Pranav
10 months
@m_franceschetti Wen hyperpod??
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@vaneckpk
Pranav
9 days
@rajgokal Takeaway for founders: Crypto markets have a low cost of capital; use that to your advantage. Employ this capital to hire talented people and delight users with great products.
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@vaneckpk
Pranav
1 year
@jdkanani @gautamchhugani What about dishoom?
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@vaneckpk
Pranav
1 year
I’d love to chat with Einstein, Darwin and Washington
@m_franceschetti
Matteo Franceschetti
1 year
I am spending my Friday night chatting with GPT Winston Churchill. You?
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@vaneckpk
Pranav
1 year
@pitdesi Board games
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@vaneckpk
Pranav
2 months
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@vaneckpk
Pranav
1 year
The Odyssey program is a loyalty program that rewards members for engaging in activities that deepen their knowledge of coffee and Starbucks. These activities, called "journeys," can include interactive games or challenges, and members are rewarded for completing them. (6/15)
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@vaneckpk
Pranav
1 year
@altcap Agreed! That said, the market is too focused on what you call "new EBITDA" for 2024-25 and unwilling to look at "new EBITDA" for 2026-2030 timeframe. Said differently, finding the longer duration inflectors who have liquidity = asymmetry.
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@vaneckpk
Pranav
5 months
Nothing Is Ever As Good Or As Bad As It Seems. @BanklessHQ
@matthew_sigel
matthew sigel, recovering CFA
5 months
13 lucky catalysts for #ETH in 2024 -->
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@vaneckpk
Pranav
1 year
@pitdesi No good for folks with nut allergies! Probably likely if you would have someone in the party with one
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@vaneckpk
Pranav
1 year
@JanvanEck3 @NGurushina @matthew_sigel Good question. ADP report yesterday shows large enterprises cut v small/mid size biz add. Hypothesizing here, could it be that large employers are cutting high wage jobs while the job adds in the small / mid are low wage? Could this ultimately cool wage inflation?
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@vaneckpk
Pranav
1 year
Let's look at @Starbucks Odyssey program which is in beta on @0xPolygon . Went live in early December. (5/15)
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@vaneckpk
Pranav
5 months
@AviFelman hahaha she nailed it
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@vaneckpk
Pranav
3 months
@aeyakovenko How long before @TimSweeneyEpic is crypto pilled?
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@vaneckpk
Pranav
10 months
@MilMileBattery I’m 11275, is that good?
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@vaneckpk
Pranav
1 year
@NickTimiraos @VinnyLingham this metric is trending below Fed funds rate. The same story 2yr treasury is telling you.
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@vaneckpk
Pranav
7 days
@haydenzadams Underpromise and overdeliver on the product roadmap
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@vaneckpk
Pranav
1 year
@Larryjamieson_ Or just listen to him and @CathieDWood back to back, balance it out.
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@vaneckpk
Pranav
11 months
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@vaneckpk
Pranav
2 months
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@vaneckpk
Pranav
5 months
@vaneck_us I would look over the shoulder and start reading it out loud. Probably would make them put it away.
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@vaneckpk
Pranav
3 months
@m_franceschetti A wise sleep tech founder once told me I don’t need a full 8 hours of sleep to be at 💯
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@vaneckpk
Pranav
6 months
@sandeepnailwal @apolynya Couldn't integrated ("monolithic") chains adopt validity proofs & data availability sampling down the road when the tech is ready?
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@vaneckpk
Pranav
1 year
So gangster….
@APompliano
Pomp 🌪
1 year
“Offer me money. Offer me power. I don’t care.” 🔥
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@vaneckpk
Pranav
1 year
@howardlindzon I think @m_franceschetti can provide better tips but my top ones: No caffeine after 3pm, dim lights 2 hours prior to getting in bed, pitch black room. Get out of bed the moment you wake up.
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@vaneckpk
Pranav
3 months
@KyleSamani Mandarin Oriental
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@vaneckpk
Pranav
1 year
@m_franceschetti Ngl, I feel competitive to match this
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@vaneckpk
Pranav
7 months
@KyleSamani needs to integrate with ozempic to accurately predict
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@vaneckpk
Pranav
1 year
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@vaneckpk
Pranav
8 months
@WholeMarsBlog The book showed me how @elonmusk is often non-consensus yet right (many of us can be non-consensus but not as right). For example, consensus says "senior management turnover is bad." Elon's view (as I gathered from the book) is "senior managers getting rich and phoning it in is…
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@vaneckpk
Pranav
5 months
@aseidman I was disappointed that the recent episode discussing @elonmusk did not mention his trip to Israel. Omitting key details when presenting a narrative can be misleading to the audience. Especially when the audience confuses a comedy show for news.
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@vaneckpk
Pranav
1 year
I know Fed Chair Powell dismissed this idea during the conf yesterday, but one should expect this posture. Can't signal that you're willing to abandon the 2% target when the last CPI print was 7.1%. I imagine the acceptance of this inevitable will happen at some point next yr.
@BillAckman
Bill Ackman
1 year
I don’t think the @federalreserve can get inflation back to 2% without a deep, job-destroying recession. Even if it gets back to 2%, it won’t remain stable there for the long term. Accepting 3%+/- inflation is a better strategy for a strong economy and job growth over the LT.
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@vaneckpk
Pranav
10 months
@trvisXX Incredible🐐
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