insights4vc's profile picture. our research, your asset

insights4vc

@insights4vc

our research, your asset

insights4vc أعاد

1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer. What is ADL? How does it work? And why does it exist?

0xdoug's tweet image. 1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer. 

What is ADL? How does it work? And why does it exist?

insights4vc أعاد

The definitive 24/25 crypto comp benchmarks 👇 * 85 companies & 3.4k+ candidate data points * Splits by size/stage/funding/type/geo * YoY industry trends and data What’s inside (1/3): — Salary/equity/token ranges + benchmarking tool — Founder compensation ...

zorkary's tweet image. The definitive 24/25 crypto comp benchmarks 👇

* 85 companies & 3.4k+ candidate data points
* Splits by size/stage/funding/type/geo
* YoY industry trends and data

What’s inside (1/3):

— Salary/equity/token ranges + benchmarking tool
— Founder compensation

...

insights4vc أعاد

Available for purchase today from @stripepress.

patrickc's tweet image. Available for purchase today from @stripepress.

insights4vc أعاد

FULL INTERVIEW: @AcquiredFM × TBPN (01:37) Ben and David's creative process (04:10) How AirPods and COVID changed podcasting (05:40) How they concepted, planned, and put together the Google series (10:35) The evolution of TBPN (21:20) Preview of the next Acquired episode…


insights4vc أعاد

We found a troubling emergent behavior in LLM. 💬When LLMs compete for social media likes, they start making things up 🗳️When they compete for votes, they turn inflammatory/populist When optimized for audiences, LLMs inadvertently become misaligned—we call this Moloch’s Bargain

james_y_zou's tweet image. We found a troubling emergent behavior in LLM.

💬When LLMs compete for social media likes, they start making things up
🗳️When they compete for votes, they turn inflammatory/populist

When optimized for audiences, LLMs inadvertently become misaligned—we call this Moloch’s Bargain

insights4vc أعاد

🚨 Artemis is hiring our first Product Manager ($10K referral bonus if you know someone)! If you love investing and want to build the Bloomberg for digital finance (crypto + tradfi) that every investor in the world uses, this is for you. 💻 The role: - Spend 50%+ of your time…


insights4vc أعاد

Crypto Equities outperformance b/c $HOOD $COIN HAVE stronger fundamentals than DeFi / chains. Coinbase did $1.5B of net income in and Robinhood did $1.2B of annualized net income in Q2. Chains / protocols don't come close to $1B of buybacks other than $HYPE at ~$1B. Also CeFi…

jonbma's tweet image. Crypto Equities outperformance b/c $HOOD $COIN HAVE stronger fundamentals than DeFi / chains.

Coinbase did $1.5B of net income in and Robinhood did $1.2B of annualized net income in Q2.

Chains / protocols don't come close to $1B of buybacks other than $HYPE at ~$1B.

Also CeFi…
jonbma's tweet image. Crypto Equities outperformance b/c $HOOD $COIN HAVE stronger fundamentals than DeFi / chains.

Coinbase did $1.5B of net income in and Robinhood did $1.2B of annualized net income in Q2.

Chains / protocols don't come close to $1B of buybacks other than $HYPE at ~$1B.

Also CeFi…

insights4vc أعاد

You've been asking for @SuiNetwork analytics, and now Sui is officially LIVE on Dune! Query txs, tokens, NFTs & DeFi with decoded tables, build dashboards, and track the ecosystem end-to-end. Hello Sui 👋 dune.com/blog/sui-is-no…


insights4vc أعاد

Walrus is now on Dune, check it out 👇 Remember, since June Walrus and Tusky implemented Quilts - blobs that store hundreds of blobs inside. Quilts make the chart show fewer blobs. Reality: usage is up. Tusky has stored 20 million blobs in the last 3 months.…

TuskyTools's tweet image. Walrus is now on Dune, check it out 👇

Remember, since June Walrus and Tusky implemented Quilts - blobs that store hundreds of blobs inside.

Quilts make the chart show fewer blobs. Reality: usage is up. Tusky has stored 20 million blobs in the last 3 months.…

insights4vc أعاد

Theia is looking for an analyst. This opportunity will require hard work, creative problem solving, and a strong commitment to making true predictions, especially when they are deeply contrarian. This is the opportunity of a lifetime. See full details in the link below. JD:…

TheiaResearch's tweet image. Theia is looking for an analyst. This opportunity will require hard work, creative problem solving, and a strong commitment to making true predictions, especially when they are deeply contrarian. This is the opportunity of a lifetime.

See full details in the link below.

JD:…

insights4vc أعاد

This paper claims LLMs are better at selecting successful founders than VCs "We introduce VCBench, the first benchmark for predicting founder success in venture capital (VC)" "most models surpass human benchmarks"

iScienceLuvr's tweet image. This paper claims LLMs are better at selecting successful founders than VCs

"We introduce VCBench, the first benchmark for predicting founder success in venture capital (VC)"

"most models surpass human benchmarks"

insights4vc أعاد

one of the best vcs i know said this to me recently. "i dont care much about market size. if the founder wants to conquer the world, the true size of the market is that of the entire world, not the initial niche they go after." i think about this often and im in complete…


insights4vc أعاد

KBW 2025 is next week. Seoul’s crypto scene is roaring — energy, builders, institutions, all converging. Want to know what it really takes to win? Then listen carefully. The Tigers will guide you to the summit.🐅⛰️ #KBW2025 @kbwofficial


insights4vc أعاد

Paul Graham’s recipe for doing great work:

ycombinator's tweet image. Paul Graham’s recipe for doing great work:

insights4vc أعاد

The best way to generate value is with technology, and even though prices are at an all time high, crypto is still very overlooked as a technology that can transform legacy businesses. Crypto should and will be seen as impactful as AI to make businesses run faster, better,…

💡 Inversion Capital: Private Equity On-Chain Founded by @santiagoroel, Inversion (@inversion_cap) raised $26.5M on Sep 8, 2025 for Inversion Labs, with a separate buyout fund in formation Thesis is simple: buy low-tech, low-margin businesses with large customer bases, then…

insights4vc's tweet image. 💡 Inversion Capital: Private Equity On-Chain

Founded by @santiagoroel, Inversion (@inversion_cap) raised $26.5M on Sep 8, 2025 for Inversion Labs, with a separate buyout fund in formation

Thesis is simple: buy low-tech, low-margin businesses with large customer bases, then…


United States الاتجاهات

Loading...

Something went wrong.


Something went wrong.