Brandon
@brandonkumar
cofounder of layer3, prev investor at accolade partners
You might like
(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…
High-agency (non-technical) vs low-agency (technical) talent is the most interesting disparity in tech right now
It’s remarkable how many billions in market cap Anthropic’s comms team can erase with a single tweet.
This is an excerpt from coverage of the Blue Owl debacle but it’s relevant for anyone who thinks they can earn 20%+ risk-free yield onchain.
I genuinely think that without the AI capex boom this tension would've forced a reset this year but the show goes on: - Median private co has traded at a discount to its last round since 2021 - Secondary sell orders keep rising - Yet more companies are being marked up
Fwiw, private companies staying private isn’t just a symptom of volatile markets. The decision-makers at large allocators (E&Fs, Pensions, etc) are often compensated based on unrealized gains/NAV. They have little reason to challenge inflated marks from GPs, even when those
Having spent a lot of time in the region, it's no surprise to find adoption metrics accelerating. Across the board, high quality operators are making use of stablecoins & smart contracts to offer materially better financial products. It's a pleasure to work with @lemoncheli,
Latin America is one of the fastest growing regions for mainstream crypto adoption. Stablecoins lie at the center, establishing a low cost and accessible financial layer for USD savings, remittances, and payments. Regional crypto inflows are approximated at $800B-$1.2T in 2025
Amazing writeup by our very own @brandonkumar. Highly recommend it!
(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…
Excellent Saturday morning read by Brandon on the future of finance.
(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…
Brandon, reading this was a pleasure. Wanted to write the same style of article for a while now - guess I will just be referencing to this one instead. Ladies and Gents - give this one a shot!
(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…
Very thoughtful and incredibly well written piece by Brandon. "The next decade will likely see more change in how financial services operate than the previous fifty years combined. Builders have the opportunity to design systems that are simpler, more resilient, and more global
(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…
We don't deserve this article. It's everything you have ever wanted to explain to smart people about why blockchains matter for financial markets. long live Internet Finance.
(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…
A masterpiece on the mechanisms underpinning the economy phenotype. Serious opus by friend and Tier S builder @brandonkumar. The beauty is in the single thread connecting what was with what will be. Worth several re-releases.
(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…
For anyone investing in fintech, blockchain, financial services - a great encapsulation of how we got here, why fintech is akin to a Ferrari exterior on a Model T engine, and how we're primed for the next step function change in financial plumbing. Brandon compresses centuries
(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…
For new grads interested in improving I recommend @AliBHamed's blog on networking alibhamed.medium.com/how-i-built-my…
The reality is that making decks or building models is really just 3-4 years of your career. If you want to rise the ranks in those orgs, you need to be good with people (sourcing deals, fundraising, signing new clients, etc). So if you’re concerned about job displacement, my
Consider the following: - This is the most narrative driven market we've ever seen - It is the first time in over 20 years we've had a coordinated effort by the administration, wall street, and big tech to push a narrative - The admin needs it for GDP growth, wall street needs it
AI doomerism is overblown. Yes some people will lose jobs but they will find new jobs. The world is fine and will be fine.
AI doomerism is overblown. Yes some people will lose jobs but they will find new jobs. The world is fine and will be fine.
United States Trends
- 1. Kash N/A
- 2. Yoko Taro N/A
- 3. Tourette N/A
- 4. Good Monday N/A
- 5. Judge Cannon N/A
- 6. Evangelion N/A
- 7. Jack Smith N/A
- 8. #MondayVibes N/A
- 9. #MondayMotivation N/A
- 10. Angel Families N/A
- 11. 960 SAT N/A
- 12. Gavin Newsom N/A
- 13. #SiEresShowseraMCM N/A
- 14. #blizzard N/A
- 15. BAFTA N/A
- 16. UEFA N/A
- 17. Fast and Furious N/A
- 18. #ราคีGALA N/A
- 19. Fear God N/A
- 20. Free Palestine N/A
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