insights4vc @insights4vc

our research, your asset insights4.vc Joined December 2023

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Rob Hadick ＞|＜ @HadickM

18 hours ago

Wonder if the market has realized yet that Circle's biggest growth engine and likely ~10% of its net revenue is at significant risk this week

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On Tempo, permissionlessness, L1 vs L2 Tempo will be a permissionless chain. On day 1, anyone will be able to deploy a token, and anyone will be able to transact on the chain. Some projects think that attracting real-world usage and serious institutions requires giving up on…

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Patrick Collison @patrickc

4 days ago

Introducing @tempo. At Stripe, we care about high-throughput, low-latency payments use cases. As the use of stablecoins (and crypto more broadly) grows across Stripe, Bridge, and Privy, we found that existing blockchains are not optimized for them. For example, it's valuable…

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smac @0xsmac

5 days ago

(NEW POST) From Backrooms to Builder Codes > the shift from opaque off-chain venues to transparent onchain ones isn't just ideological > can tokens learn from the traditional equity lifecycle? > the hidden soft taxes of CEXs link to full piece below (co-written with @0xkrane)

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Rob Hadick ＞|＜ @HadickM

6 days ago

Slowly but surely we are getting there

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Auli @aulijk

2 weeks ago

daily prediction markets update: - ex Polymarket and Kalshi team raise $15m from Coinbase and USV - El Salvador's president quotes a Kalshi market - Kalshi's inflation markets outpredict Wall Street's top CPI analysts - Predict is a new app building Tinder for prediction…

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a16z crypto @a16zcrypto

2 weeks ago

Hiring for BD in crypto is different than web2. Tokens, governance, and permissionless ecosystems change the game. This requires a slightly different approach to hiring. If you're hiring for BD or growth in crypto, check out the post below. 📝: @ChrisCCrowley, @lordvolth,…

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knower @knowerofmarkets

2 weeks ago

I'd like everyone to go read the Valis Research Manifesto We are coming to an internet near you very soon valisresearch.xyz

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Saneel @sanlsrni

2 weeks ago

i'm hugely bullish on prediction markets (the first co I covered @polychain in 2020 was @Polymarket) but as they get more popular the question remains: how does liquidity scale? compared to other markets, books on Kalshi/PM are still pretty shallow it's hard to MM a prediction…

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David Haber @dhaber

2 weeks ago

1/ One of the most valuable things you can do for your career – whether you are an investor or a founder – is to see what “great” actually looks like.

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Jon Ma @jonbma

2 weeks ago

We are hiring a stablecoin intern. You will help research about the most interesting stablecoin projects and chains like Agora, m0, Stripe's Tempo, Circle's Arc, Codex, and get interesting insights with data. You will help figure out how much about of stablecoin volume is…

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Tiger Research @Tiger_Research_

3 weeks ago

x.com/i/article/1958…

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LEGION @legiondotcc

3 weeks ago

Legion has raised $5M to reimagine fundraising as Wall Street moves onchain. Led by @vaneck_us and @BHDigitalAssets with participation from @krakenfx, @cbventures, @Cryptocom_Cap and more. And yes, we’ve saved room for you in the round (on Legion, of course). 🧵

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insights4vc @insights4vc

3 weeks ago

Great breakdown done by @Tiger_Research_ 👀

Tiger Research @Tiger_Research_

4 weeks ago

Great breakdown done by @Tiger_Research_ 👀

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Eli5DeFi @eli5_defi

3 weeks ago

➥ Eli5 Reading List (pt. 3) ➠ @VitalikButerin - On Idea-Driven Ideas vitalik.eth.limo/general/2025/0… ➠ @ethereum x @base - EIP 3309 and x402 = Agentic Commerce x.com/ethereum/statu… ➠ @WuBlockchain - @xStocksFi - Unlocking Global Equity Access through Tokenization…

Ethereum @ethereum

4 weeks ago

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Miles Deutscher @milesdeutscher

4 weeks ago

This is a CRAZY number. $27b in dry powder is waiting to buy more $ETH across treasury companies. For context, that's: • 5% of total supply (6m ETH) • 1/3 of all ETH currently on CEXs The supply squeeze will be glorious. (h/t: @dunleavy89 & @RiskOnBobby)

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Proof of Coverage Media @Proof_Coverage

4 weeks ago

1/ New episode - DePIN Roundtable Ep. 3 with @blockworksres Hosts: @santiagoroel @jasonbadeaux @MoneroMahesh @richhomiecon We had @0xMetaLight on to discuss: - Why $HNT & $GEOD will be deflationary within a year - The @dawninternet Black Box hardware launch - Product launch…

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Jeremy Allaire - jda.eth / jdallaire.sol @jerallaire

4 weeks ago

Proud to share @circle’s first earnings as a public company: - $61.3B USDC in circulation at the end of Q2, accelerating to $65.2B on August 10th - 90% year/year growth and 49% growth year to date - USDC remains the fastest growing major stablecoin - Growing revenue and…

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Paul Graham @paulg

4 weeks ago

I haven't met all the startups in the current YC batch yet, but the two most impressive companies that I've seen so far are not working on AI.

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Harry Stebbings @HarryStebbings

a month ago

Index Ventures are the most impressive firm in venture today. They have more partners who have picked fund returners than any other firm. Figma ($59BN): @dannyrimer Revolut ($75BN): @martinmignot Adyen ($44BN) + Robinhood ($82BN): @janatindex Scale (14.9BN): @mavolpi…