Fran @plainfran

Notes to self. Managing Partner @plaintext_cap. Opinions are my own. Not investment advice Joined December 2013

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Fran @plainfran

2 weeks ago

@tomshattuck That beer looks perfectly poured. Don't let the yanks and brits convince you it's supposed to be flat on top 🍺

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Fran @plainfran

2 weeks ago

@borjaneira_ Likely stablecoin markets will turn into credit markets eventually.

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Fran @plainfran

3 weeks ago

@dampedspring @2FactorFinance

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Fran @plainfran

3 weeks ago

The depth of American dilusion around foreigner feelings for their country on X this week is astounding.

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@kevinnbass @ViktorBunin Most brain dead take i've read in a while. Immigrants are less violent than native americans, they're much more entrepreneurial. 45% of Fortune 500 companies were founded by immigrants or their children. You're lucky to have them.

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Fran @plainfran

4 weeks ago

@awettermann Banger

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Fran @plainfran

4 weeks ago

We really are back to the good old days of pump and dump.

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Fran @plainfran

a month ago

Basically everywhere. Having bad assets go down while good assets go up is fundamental to a healthy market. This will be painful for all the BTC strategies that have proliferated in the last few years...

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Fran @plainfran

a month ago

It's actually mind blowing to see this dispersion in crypto token performance. While we all lauded the BTC ETF as our savior, it has decimated the active management space since BTC has been the best performing assset by far in the last few years, and it's accessible at a low cost

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Fran @plainfran

a month ago

@dgt10011 @AdrianUberto @kevinyb @anjan_vinod Congrats Jeff!

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Fran @plainfran

a month ago

@FDavidsonT Y

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Tyler Neville @Tyler_Neville_

a month ago

One thing to put in perspective when you see everyone worried about the amount of oncoming IPO supply (which is a lot) is that there has been a lot more wealth created, so when you hear the doom porn of $600 bln in IPO supply, it’s important to put that into relative context. The bigger thing to worry about is global FX, oil, rates and realized volatility rising into mid-terms. Solid charts from Tony P at GS today.

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Cobie @cobie

9 years ago

Can't wait for Zcash to be 4 figures

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Ryan Watkins @RyanWatkins_

2 months ago

The number of DeFi hacks reached ATHs in April, but their impact is still relatively low and stable. While it’s possible the rise in count is due to AI, what’s more likely is that it’s a function of more contracts being deployed over time. Although 2% - 4% of total value locked hacked per year is still way too high for mainstream adoption, there’s no reason to be an alarmist about it yet. Will note too that it’s typically weaker, often times abandon/ill-maintained protocols that get hacked, so this 2% - 4% per year is in a way a weeding of the crowd.

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Yano 🟪 @JasonYanowitz

2 months ago

Bad investor relations will kill your token

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Fran @plainfran

2 months ago

Chills

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Fran @plainfran

4 months ago

@david_enim @StaniKulechov Yep

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Nous Research @NousResearch

4 months ago

Hermes Agent is officially our fastest-growing project ever! A huge thank you to everyone who has been experimenting with it, shared the announcement, or took the time to make a contribution to the project.

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Sophia Labs @sophialabs_

4 months ago

Introducing Sophia. Distributed training changes the AI landspace by making compute fungible. The entire global supply of compute becomes available to anyone building models—not just the few who can afford to concentrate it in one place.

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PJ @Prithvir12

5 months ago

To everyone who said prediction markets are just sports, here’s the CEO of a $110b company: 1. Weather and temperature contracts are the most frequently traded 2. Utilities will soon hedge electricity and natural gas contracts using these markets Prediction markets are already institutional You’re just not paying close enough attention