insights4vc's profile picture. our research, your asset

insights4vc

@insights4vc

our research, your asset

insights4vc reposted

Introducing KlarnaUSD, our first @Stablecoin. We’re the first bank to launch on @tempo, the payments blockchain by @stripe and @paradigm. With stablecoin transactions already at $27T a year, we’re bringing faster, cheaper cross-border payments to our 114M customers. Crypto is…


insights4vc reposted

insights4vc reposted

insights4vc reposted

Im writing a report on how to fix DePIN tokenomics If you're a DePIN project that's yet to TGE, I'd like to have a conversation with you to discuss tokenomics, views on token longevity, and how you're approaching things differently Message me for more info and let's talk


insights4vc reposted

It was never “build what’s fundable” and it isn’t now. It’s always been: make something people want. This comes from users and customers and the needs of others.


insights4vc reposted

New to Glow? ☀️ @insights4vc's latest research post: "The New Playbook For Financing Clean Energy" Deep dives into DePIN, onchain solar, and Glow's global vision; an excellent educational read for all. Read the full feature below 👇 1/3

GlowFND's tweet image. New to Glow? ☀️

@insights4vc's latest research post: 

"The New Playbook For Financing Clean Energy" 

Deep dives into DePIN, onchain solar, and Glow's global vision; an excellent educational read for all.

Read the full feature below 👇

1/3

insights4vc reposted

One year ago today I launched an experiment: a long, open-ended, deep dive conversation show based on a premise: I'm enamored with people who make things and love getting to know them by way of their ideas. More to come soon, but some reflections on @DialecticPod's anniversary:…

I'm excited to announce @DialecticPod, an interview podcast with the sharpest, most creative, and original people I know. I like to spar with people on their ideas and push them deeper. Ultimately, to understand what makes them themselves. Ep.1 with @jxnlco is out now.

jacksondahl's tweet image. I'm excited to announce @DialecticPod, an interview podcast with the sharpest, most creative, and original people I know.

I like to spar with people on their ideas and push them deeper. Ultimately, to understand what makes them themselves. 

Ep.1 with @jxnlco is out now.


insights4vc reposted

My first interview with @Shaunmmaguire, Partner @Sequoia. 0:30 How Elon works 8:11 Execution speed 15:40 The 15 levels of mathematicians 25:52 How Shaun assesses founders 29:31 Starting the next Bell Labs 32:43 Why it was so hard to invest in SpaceX in 2019 36:26 Working at…


insights4vc reposted

Ep. 33: TBPN (John Coogan & Jordi Hays) - Inside Tech's Water Cooler @johncoogan and @jordihays are the hosts of @TBPN, a daily live show covering the technology business. TBPN was launched only about a year ago, but has become a mainstay in tech culture and a center of…


insights4vc reposted

🚨 BREAKING: Coinbase launches token sale platform for retail investors For the first time since 2018, U.S. retail traders can participate in public token sales. Monad is going to be the first project to offer tokens through the platform next week. ICO era starts now 💪

BaseHubHB's tweet image. 🚨 BREAKING: Coinbase launches token sale platform for retail investors

For the first time since 2018, U.S. retail traders can participate in public token sales.

Monad is going to be the first project to offer tokens through the platform next week.

ICO era starts now 💪
BaseHubHB's tweet image. 🚨 BREAKING: Coinbase launches token sale platform for retail investors

For the first time since 2018, U.S. retail traders can participate in public token sales.

Monad is going to be the first project to offer tokens through the platform next week.

ICO era starts now 💪

insights4vc reposted

Today’s Cheeky Pint is a deep dive on stablecoins with @zcabrams from @Stablecoin and @henri_stern from @privy_io: stablecoins as Starlink for money, who should issue a stablecoin, yield market dynamics, improvements in blockchains, and more. Timestamps: 00:00 Introducing Bridge…


insights4vc reposted

Repeat after me: blockchains should be valued on revenue, NOT TVL. @BNBCHAIN is up 204% in market cap while revenue is up 226% in the last 3 years. Price & Revenue highly correlated for revenue generating assets.

jonbma's tweet image. Repeat after me: blockchains should be valued on revenue, NOT TVL.

@BNBCHAIN is up 204% in market cap while revenue is up 226% in the last 3 years.

Price & Revenue highly correlated for revenue generating assets.

insights4vc reposted

INTRODUCING: Part 2 of our Stablecoin Payments Report! Co-written with @CastleIslandVC and @dragonfly_xyz, with data now through August 2025. Stablecoin payments hit $10.2B monthly, up 70% since February and 137% since Aug '24, now at a $122B annual rate. Here’s how the market…

artemis's tweet image. INTRODUCING: Part 2 of our Stablecoin Payments Report!

Co-written with @CastleIslandVC and @dragonfly_xyz, with data now through August 2025.

Stablecoin payments hit $10.2B monthly, up 70% since February and 137% since Aug '24, now at a $122B annual rate.

Here’s how the market…

insights4vc reposted

AI and crypto aren’t competing — they’re converging. AI needs identity, payments, and provenance tracking. Crypto provides all three. Together, they’re shaping a more open internet—one where both money and intelligence move freely.

a16zcrypto's tweet image. AI and crypto aren’t competing — they’re converging.

AI needs identity, payments, and provenance tracking. Crypto provides all three.

Together, they’re shaping a more open internet—one where both money and intelligence move freely.

insights4vc reposted

Our latest State of Crypto report is here. The main theme for the year is the maturation of the crypto industry: • Traditional financial institutions and fintechs launched crypto products • DeFi and stablecoins went mainstream • Blockchains got faster and cheaper • The…

a16zcrypto's tweet image. Our latest State of Crypto report is here.

The main theme for the year is the maturation of the crypto industry:

• Traditional financial institutions and fintechs launched crypto products
• DeFi and stablecoins went mainstream
• Blockchains got faster and cheaper
• The…

insights4vc reposted

Yield Bearing Stablecoin Ecosytem Map

stablewatchHQ's tweet image. Yield Bearing Stablecoin Ecosytem Map

insights4vc reposted

Big news: FalconX is acquiring @21shares. Together, the two firms will advance the convergence of digital assets and traditional finance, bringing together FalconX’s crypto-native market infrastructure, structuring expertise, and institutional network together with 21shares’…


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