i like golf and connecting dots @voltcapital | prev @Delphi_Digital
- Tweets 11,336
- Following 513
- Followers 6,118
- Likes 14,296
Spent the past few days making a list of the tools available for DAOs across different chains.
docs.google.com/spreadsheets…
39
167
685
Few takeaways from @chamath's interview with @laurashin today on the state of the market, investing and bitcoin.
👇
10
72
569
Decentralized AI offers a radical departure from centralized models that dominate today’s landscape.
The opportunity set is growing at a breakneck pace: below is a directory that includes 175+ teams working in the space at different layers in the stack.
airtable.com/appqtcp0VjQKRVc…
40
88
383
88,549
Personal Update: Thrilled to announce that I’ve joined @VoltCapital as an investor, focusing on early stage ventures.
It’s been a little over a month, and I have already been able to break ground in new sectors (soon™) and support innovative founders across the interwebs.
27
7
203
17,054
Looking to hire a degen ops intern to work alongside me in the heart of Ventures at @Delphi_Digital.
Some responsibilities:
- document EVERYTHING
- enhance existing & build new workflows
- [redacted]
- path to analyst
+ a lot more. shoot a dm if interested.
8
17
161
Market:
You cannot fight the Fed and it has shown there is nothing it won't do to prop up the stock/bond market.
The gov't is responsible for more than 50% GDP which makes the US quasi-socialist without any of the benefits.
A lot of white space for the market to correct.
2
10
141
For the full podcast check out the link:
open.spotify.com/episode/4cA…
1
11
139
Some personal news —
After the past few months of learning from the best at @bcap, I'm stoked to announce that I've joined the venture team over @Delphi_Digital. Thank you to everyone who played a hand in making this a reality and ...
9
4
116
Hey Everyone!
Over the past weekend I set up an open data library to help people learn about bitcoin projects, companies & products. Each project has its own page that includes employee info, podcasts, relevant news & much more.
6
33
111
Future of Companies:
Entrepreneurs will build smaller $5-$10M companies that employ people all while living in a place if their choosing, connected with the community.
Reminds me of @david_perell's business school of the future:
Here's my 10-year plan to build the business school of the future.
Step 1: Keep growing my online writing course.
Step 2: Help students write consistently and building their online audiences.
Step 3: Launch hundreds of niche Internet businesses.
perell.com/blog/10-year-visi…
1
4
98
Claude read all your 2025 predictions so I didnt have to.
TLDR - everyone agrees AI is cool, stablecoins gearing for a glow up and regulations are the new black
9
13
98
11,849
Focus on Future Growth, not Cash Flow:
In 2000, there were 8,000 public companies. Now there are 4000.
2/3 of the S&P 500 do not have an R&D budget
Why? Well, we don't have capital markets that support high drilling, fast-growing companies that build for the future of America
3
3
76
Embrace Simplicity:
An eye for simplicity in design and ambition does not mean you do not have grand ambition. Rather you can frame and filter in a more basic framework free of convolution.
1
2
77
the @VoltCapital team will be in Brussels July 7-13th
ill be hosting a little coffee trip ☕️
reach out if youre interested or around that week 🇧🇪
18
2
78
10,523
Bitcoin is Smuck Insurance:
COVID-19 is not BTC's moment.
We want something that will protect our wealth in cases where the people in power fuck up.
BTC is fundamentally different from the decision-making body and is not tightly coupled to traditional financial markets.
1
2
70
From an outisde perspective crypto might look cooked. No new narratives, vibes down and skeptics think the industry has run out of steam.
We at Volt see a different story and are back with our quarterly RFPs across these four frontiers:
• Fringe Untapped Data (FUD)
• Fleet Coherence
• Bitcoin’s Strategy
• From NFT to NFA
13
15
71
13,781
dePIN operates at the intersection of crypto and real-world utility, transforming how we coordinate resources like storage, bandwidth, and computing power. By leveraging cryptographic primitives, these networks creates a more efficient, decentralized system that could turn services delivery and consumption on its head.
This vision goes beyond the typical trading-centric focus of the crypto economy. By leveraging the Network Layer's focus on enhancing connectivity and interoperability, we can offer real-world services while simultaneously building a permissionless network.
3
9
65
19,675
Lisbon was a vibe.
Couldn’t be more bullish on what @Delphi_Digital is building and if you find yourself in NYC let’s meetup.
1
2
65
We are hitting the limit on what can be publicly scraped.
Paths Forward:
1️⃣ coordinate to create new data
2️⃣ use synthetic data
3️⃣ generate data independently
Key Distinctions:
> how it’s created (real vs synthetic)
> who creates it (partnerships vs solo)
> incentives (traditional vs crypto)
17
4
63
10,497
When you’re family asks about the bitcoin price today, remember to say it’s on sale...
...or just show them a bunch of @danheld’s gifs. Both suffice.
6
3
59
Time to move on from the old KOL meta.
Daisy is THE engagement engine for brands that pays creators in stablecoins for doing what they already do: liking, commenting, sharing, and sharing posts across social media.
We at Volt Capital along with our friends at @CMT_Digital and @EV3ventures are thrilled to back Ray, Ian, Vince and the rest of the Daisy team as they challenge the status quo of virality.
8
8
60
14,807
MicroStrategy announced it has purchased 21,454 bitcoin, totaling some $250M.
In the briefing, CEO Michael Saylor shared a lot of the same sentiment that many of us do about the state of the economy.
A few favorites 👇
3
12
57
normalize the <10 minute pitch
- whats the tldr (30s)
- how does it work (3m)
- how does this make money (3m)
- how are is it different (3m)
- what is the cost (20s)
5
2
60
Yesterday members of @Delphi_Digital took part in an AMA on the @RealVision discord. There I was asked about what excited me about DAOs heading into 2022 and what tools I'm most excited for.
a brief recap🧵
4
8
57
One of the best kept secrets of @Delphi_Digital is @crypto826's DAO Insights which covers governance, forum summaries & so much more.
Whether its being the first into a projects discord or the [redacted] hes building, the man is criminally underfollowed
members.delphidigital.io/rep…
4
9
47
Product Development Cycles:
Internet cycles move in a pendulum between aggregated and fragmented.
Over time users will get tired of the Swiss Army knife solution and seek out excellence in products in specific use cases.
PD standards are becoming more open and decentralized.
1
1
51
Another week of fresh insights, ideas, trends, and essays from @VoltCapital
Week #2
Let’s dive in…
1
7
48
9,997
May's price volatility did not stop any of Delphi Ventures portfolio companies from releasing new integrations & achieving new protocol ATHs across several metrics.
Learn more about what your favorite project has been up to in DVs latest Showcase.
delphidigital.io/reports/del…
2
3
43
Biggest takeaway from eth denver was that there are A LOT of teams building towards the same outcome. If there were ever a time for large treasuries to spend to attract the TOP talent, the time is now.
Don't view this as consolidation but rather a call for incentive alignment.
2
2
45
We're back! Catch up on two weeks of insights, ideas, and trends from @VoltCapital.
Weeks #5 & #6 are packed with value.
Let’s dive in…
2
4
42
13,224
Trying something new to combat my scatterbrain:
Behind the Taboo is where you'll find a mix of reads, thoughts, and experiments that catch my eye — sometimes taboo, perhaps interesting, and never curated.
t.me/+3Ydg2G0RRpI4ZjMx
6
5
48
24,802
DYOR DAO Stack:
- @juiceboxETH (fundraise)
- @gnosisSafe (treasury)
- @AgoraSpaceDAO (token gate + more)
- @llamacommunity_ (fund management + tbd)
- @coordinape (coordination + glue)
2
4
37
We need to restore accountability to the economic order.
A recap from today's Swan Signal with @coryswan & @Breedlove22 👇
cc @SwanBitcoin
3
11
35
In creating Bitcoin, Satoshi gave people the ability to opt out of unethical money production that has plagued society for decades.
And in doing so, provided the first check in a growing toolkit towards the path of sovereign individuality.
medium.com/@danhedl/planting…
1
14
32
Some Raw In-Flight Observations of Brussels
1. Most VCs are too timid to voice what they think to protect their precious deal flow.
2. Stop lamenting over low float / high fdv and instead partner with the right people early (builders, angels, funds) in your projects timeline.
3. Sure we are all building the same thing but you can outshine your competition through superior branding and 'culture'.
4. Your abstraction protocol is unlikely to onboard the next 1m users, let alone the next 100.
5. Everyone is looking for a CTO. Talent is in demand, know your worth when speaking with teams.
6. Data is and will remain king for a long time.
Thank you to all the friends, projects and random humans who taught me new things, let me talk their ear off and came to Beyond the Brew Friday morning 8am in the pouring rain to see Stella.
40
2,391
“An awful lot of our international power comes from the fact that the U.S. dollar is the standard unit of international finance and transactions”
The next few years are going to be a wild ride as more people wakeup and understand the importance of censorship resistant hard money
1
33
If you’re building on top of V3 and haven’t begun to think about cross chain concentrated liquidity then you’re ngmi.
The team at @Chainflip is building the foundation for the next iteration of LP-as-a-Service protocols.
open.spotify.com/episode/2tJ…
2
5
37
gm from 🇧🇪 with another week of fresh insights, ideas, trends, and essays from @VoltCapital!
Week #7
Let's dive in...
2
4
38
5,484
@trylolli is arguably in the best position to take advantage in a post coronavirus world amid a looming cloud of an economic downturn.
here's why 👇
2
4
35
1/ some thoughts on group decision making
As groups grow in size, participatory decision making becomes difficult. Can online platforms make it easier for large groups to deliberate and reach consensus?
2
6
33
Today marks 49 years since President Nixon met with Arthur Burns, John Connally, Paul Volcker & 12 other officials behind closed doors to discuss taking the US off the Bretton Woods system.
It was only two days later that Nixon would do just that.
4
11
30
Check out the first wave of companies building on bitcoin below 🌊
notion.so/Building-Bitcoin-2…
4
8
30
max bid anything @agora_xyz and @guildxyz do.
@leadinscientist and @reka_eth are changing how everyone thinks about access.
1
2
31
Impossible to not be bullish after reading through @Suredbits's blog series on Schnorr signatures.
Hands down one of the best (semi) technical blogs on Bitcoin development. Excited for what's next.
suredbits.com/blog/
1
7
31
no need for morning coffee after listening to @anildelphi detail the next few months at @PodcastDelphi
1
2
31
Ever sit down and think "Gee, I wish I could monitor decentralized data generation in real time?"
Well now you can, thanks to this sexy dashboard from the chads at @driaforall
4
7
29
5,542
“Do everything you can to increase your luck surface area” - @austin_rief
cc: @APompliano
open.spotify.com/episode/1fX…
2
4
24
Covers the below across 25 chains
- Frameworks
- Treasury Management
- Compensation
- Contribution/Reputation
- Content/Product
- Access
- Governance/Voting
- Identity
- Discussion
- Knowledge Management
- Discoverability
- Infrastructure
- Services
2
1
28
The past few months with the absolute legends at @Delphi_Digital has allowed me to grow into my own.
Couldn’t thank @Shaughnessy119 & @YanLiberman more for their guidance and wisdom. Find comfort in being throw into the fire.
7
2
31
We at @VoltCapital are proud to back @GabinMarignier, @iamlaurentbo, and the rest of the @focustree_app team as they set out to rewire attention.
Thrilled to announce our $2M seed round led by @Sfermion_ with @VoltCapital, @PsalionVC, and more!
We're building the first social focus app to help millions put down their phone 🌱
Phase 1 of our community airdrop campaign starting in 72h ⏳
claim.focustree.app
🧵👇
ALT Focus Tree Seed Investors
6
3
28
5,438
The social experiment around @nounsdao is incredibly fascinating and becoming increasingly competitive.
Expect more DAOs to allocate a % of their treasury to buy a noun or at the very least allocate to @sharkdao or @prtyDAO. Everyone wants a seat at the table.
Imagine this: a startup launches & starts to generate $500k in sales p/day. Every sale makes that customer an owner & voting shareholder. 100% of the revenue generated goes to improving the product. In 1 yr u have 365 investors with $150m on the balance sheet. That is @nounsdao
4
29
Huge congrats to the @phi_xyz on the mainnet launch of Philand!
So what is Phi and why @Delphi_Ventures is excited about a pixelated metaverse 👇
🎉🎉🎉PHI MAINNET IS LIVE🎉🎉🎉
Hello, world! The day has finally come. Today, we couldn't be more excited to announce that PHI IS NOW LIVE on Polygon Mainnet! 👏🤩
Phi Quest ⚔️
quest.philand.xyz
Phi Land🏝️
land.philand.xyz
Let's dive into more! 🧵↓
1
5
27
4,758
Also a great time to announce I'll be holding office hours every Friday from 3-4pm EST.
You can book below:
calendly.com/rsarrow/office-…
1
23
Sometimes to really appreciate Bitcoin you need an outside perspective.
And @randybrito provided an excellent one when speaking with @MartyBent. The two dive into mesh networks and talk about why Bitcoin offers freedom and a chance to opt out.
1
7
24
Love the solver panel @anoma.
Thanks again for letting me share the stage with @zmanian, @AminB_CH, @bees_neeth & @thespacecatjr.
𝗨𝗽 𝗻𝗼𝘄 𝗮𝘁 𝗜𝗻𝘁𝗲𝗻𝘁𝘀 𝗗𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻𝘀:
Intent-Centric Applications with @zmanian, @AminB_CH, @bees_neeth , & @rsarrow, moderated by Anoma's @thespacecatjr.
Tune in now:
nitter.app/i/broadcasts/1YqxoDldA…
1
26
3,097
Building a Bitcoin focused company in the United States is difficult.
@CaitlinLong_ & @nic_carter discuss the recent FATF guidance, the maturity of the ecosystem, why Wyoming is becoming a haven for crypto & how Avanti is building a financial institution to manage it all 👇
1
2
22
gonna open source this to keep up with the 20+ projects launching each day.
Spent the past few days making a list of the tools available for DAOs across different chains.
docs.google.com/spreadsheets…
2
2
25
since we're all in on robotics now
here's a primer reading list 📘
It seems that the vast majority of people are underestimating the pace of AI development which at this point is considerably compounding
It will not take 5-15 years for society to be extremely reoriented - In the next 2 years there should already be an overwhelming wave of impact. Technological disruption of jobs, economies, society that will be felt at an unprecedented pace
Many cite short term hype and the trough of disillusionment, seemingly unaware that AI research and neural nets have been in research since the 1950s
We've already had decades where nothing happens, we are now in the period where decades happen
4
5
24
5,636
The timeline is filled with too much doom and gloom.
At @VoltCapital, we've been deeply focused on exploring longevity, evaluations, infrastructure, and expressivity. Dive into our insights in the inaugural season of Request for Protocols linked below.
If you're working in these areas, let's connect!
Though crypto infra seems overhyped, there's still a ton left to build in the category. @rsarrow and I wrote up a categories of interest/RFP with our thinking on:
* AI Evals with Crypto Primitives
* Longevity x Crypto
* Egocentric Vision Data
* Supply Side Expression
* Solana Jobs-to-be-Done
1
5
25
5,999
Web3 is just one big multiplayer game played out in real time with every interaction a representation of one's on chain identity.
While the UX of most frontends has underwhelmed, Phi's innovative approach simplifies complex actions and gives way to novel consumer experiences.
Phi ◱ ◱ has raised a $2M seed round led by @chapterone & @Delphi_Digital, followed by @0xPolygon & amazing builders🎉
We'll tackle exciting new challenges to visualize & gamify on-chain identity, which enables further mass adoption of the web3 ↓🧵
medium.com/@phi.xyz/phi-rais…
1
3
19
8,132
Projects leveraging NCFs:
- @DiagonalFinance
- @drip_fi
- Streaming Collateral
- TokenVesting
- DegenDogs
- dSIP
- DAOInsure
- Osmotic
- CoFund
Don't sleep on @Superfluid_HQ.
medium.com/superfluid-blog/2…
5
23
Data quality has always been the constraint.
How do you refine data?
How do you feed very high-quality data?
How do you evaluate performance?
Study @driaforall and remember — the bottleneck is not compute.
3
3
22
4,018
attn nyc crypto people - want to get a weekend pickup league going?
come for the 🏀, stay for the ☕️, 🍻or🌿afterwards
4
23
Wave 1 Part 1:
@theamberapp @bitrefill @bluewalletio @Boltzhq @bottlepay @Breez_Tech @BtcpayServer @BullBitcoin_ @CasaHODL @choicebyKT @Coinkite @donnerlab1 @donut__app @EscherApp @fold_app @foundationhq @GaloyMoney @Give_Bitcoin @hodlhodl @LightningJoule @lightning
4
3
21
are there any protocols that receive payment for specifically grooming governance gigachads?
- @llamacommunity_
- @layer3xyz
- @101dotxyz
- @rabbithole_gg
governance schools seem like a no brainer.
3
2
23
teams who want more out of their users should employ the use of a leaderboard. take @phi_xyz and their well designed board which balances:
> satisfaction of competence (more question, more objects, more fun)
> relatedness (use of @ensdomains)
> autonomy for most users (10/panel)
1
1
22
8,609
From an impromptu meeting in the lobby of the Four Seasons Denver back in February to proudly announcing our investment in @azura today. @jacksondenka is one of the most resourceful and downright brilliant builders in the space.
Trade anything. One Layer. Open Finance on @azura.
Imagine a world where anyone with an internet connection can seamlessly access advanced financial tools and opportunities, no matter their background or technical expertise. This is the user experience we’ve all been promised, now delivered by Azura:
DeFi’s complexity simplified—without compromise.
✅Fully onchain trading terminal
✅Non-custodial
✅Multichain
2
1
20
3,397
Inflation is a form of counterfeiting that has been exacerbated by the redemption certificates (ie fiat)
Fiat currency is a political tool that facilitates the institutionalization of time-theft, perpetrated by central banks around the world.
1
5
21
the superfluid ecosystem is one of the most underrated
You can now stream salaries to your contributors and team directly from @0xCoinshift Dashboard V2 thanks to their native integration of Superfluid streams 🎉
Together, we put crypto payroll on autopilot⚡
superfluid.finance/payroll
1
3
17
This piece really got me thinking.
perell.com/blog/50-ideas-tha…
cc @david_perell
1
3
18
Wave 1 Part 2:
@LNMarkets @LochaMesh @trylolli @paywithmoon @mynode @Nayuta_en @nodl_it @OpenNodeCo @PhoenixWallet @pinewalletco @radar_ion @RTL_App @RiverFinancial @SamouraiWallet @Satsback @ShockBTC @SatoshisGames @smilesbitcoin @sphinx_chat @start9labs @stekkingbtc
2
19
one of my favorite things I look forward to every other friday is reading @0xshugo's investor updates
highly recommend taking some time over the weekend to play around on the @phi_xyz testnet
playground.philand.xyz/
2
16
Another week of fresh insights, ideas, trends, and essays from @VoltCapital!
Week #4
Let's dive in...
1
2
19
3,797
We're hiring for a Trading Ops Specialist at @VoltCapital!
dm or email rob [at] volt [dot] capital
Job description below:
1
2
17
2,071
Nothing in life is certain except death, taxes & @agora_xyz's ability to ship.
a teaser for you:
🪙Create custom NFT auctions on Solana🪙
Bootstrap funding for your project or community by automatic NFT auctions
1
4
18
Fantastic conversation between @LynAldenContact & @JeffBooth today on Swan Signal.
A🧵
cc @SwanBitcoin
3
9
18
Embodied systems will come in all shapes and capabilities. But physical intelligence needs physical data.
And right now, that data is scarce.
That's why we at @VoltCapital are proud to back PrismaX. It turns fragmented first person sensor streams into structured, validated datasets for robotics, agents and multimodal AI.
PrismaX is proud to announce our $11M raise, backed by incredible partners including @a16zcrypto CSX, @VoltCapital , and @theBBFund, @StanfordSBA , and @virtuals_io
blog.prismax.ai/a16z-csx-bac…
5
2
18
2,669