Curious why does @a16z's latest State of Crypto report exclude @polkadot and @cosmos? When clearly both have a vibrant developer ecosystem and can't be ignored. Polkadot has the second largest developer community after @ethereum
My takeaways on Token2049 and Solana Breakpoint
Overall:
1. Funding is drying up for both funds and direct investment
2. Infra fatigue is real
3. Solana Breakpoint is refreshingly energizing
4. Entire market is bullish Q4 24 and Q1 next year
5. Reputation matters
In the last couple of weeks we've seen a paradigm shift in crypto: the emergence of the interaction of between AI agent and crypto rails.
To me, this reminded me of the excitement when I first tested out Compound and Uniswap. Something original and ground breaking.
A thread 🧵
The @Polkadot parachain auctions is setting the stage for a vibrant apps ecosystem with practical interoperability.
What are the biggest projects? Who will be the first to launch on @kusamanetwork?
Thread 👇🏻👇🏻👇🏻
1/
Incoming Longhash Intern. So excited for the life events of team members. 😍
by the time this baby turns 18, 1BTC should be enough to cover his/her college tuition?
Solana's integration with #Filecoin is a significant move away from centralized storage solutions and a remarkable step towards enhancing the reliability and scalability of the Solana blockchain.
@solana is utilizing Filecoin to make its block history more accessible and usable
Looking forward to speak at @token2049 Singapore again this year.
Judging by my track record, you should absolutely tune into my panel.
you either "all in" to my panelist, or avoid at all cost 😂
By now, it is obvious that AI agents are the new 0-to-1 vertical of 2025, and @virtuals_io stands as the first mover with critical mass.
“Why Virtuals Protocol is a Decacorn in the Making”, by @theshikhai
Left picture is the original chart from @electriccapital's report. Right picture is from @a16z's latest State of crypto report, which quotes Electric Capital's report
At this moment, think gaming sector is a high conviction bet. When retail comes in, they won't have the time to understand the 100th L2 and it's technical differentiation.
my top bets from infra persective are
We are so excited to have @gabusch joining @LongHashVC as an Advisor!
He will lend us his wealth of knowledge in terms of sourcing and evaluating Web 3.0 gaming and Metaverse Key infrastructures
