RUNWAY SERIES | web3, venture capital, startup, crypto, finance

(this episode is an excerpt) --- Welcome to the third episode of our new series dedicated to the builders of the Farcaster ecosystem (⁠⁠⁠⁠https://farcaster.xyz⁠⁠⁠⁠). In this limited run, we are going to understand the strategies, timing, and mental models of the founders building the next generation of onchain experiences. In today's episode, we sit down with Ahn.eth (⁠⁠⁠⁠https://x.com/ahn_going⁠ and ⁠https://farcaster.xyz/ahn.eth⁠), the founder of Quidli (⁠⁠⁠https://quid.li/⁠). We are looking at the plumbing of social finance with Ahn.eth (Justin), a founder who is tackling one of the most persistent points of friction in crypto: making value transfer as intuitive as sending a direct message. We discuss: + why your social graph might be your most valuable on-chain asset, + the structural limitations of current identity systems like ENS, and + how to build a 'Yellow Pages' for the decentralized web that works across Farcaster, Telegram, and email without locking users into a single platform.It is a very useful episode for understanding how portable social graphs can abstract away complex blockchain UX to enable seamless value transfer across any platform.-- The podcasts are authored, edited and produced by Raphael Grieco (⁠⁠⁠⁠⁠raphael-grieco.com⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠olivecapital.vc⁠⁠⁠⁠⁠).

Welcome to the third episode of our new series dedicated to the builders of the Farcaster ecosystem (⁠⁠⁠https://farcaster.xyz⁠⁠⁠). In this limited run, we are going to understand the strategies, timing, and mental models of the founders building the next generation of onchain experiences. In today's episode, we sit down with Ahn.eth (⁠⁠⁠https://x.com/ahn_going and https://farcaster.xyz/ahn.eth), the founder of Quidli (⁠⁠https://quid.li/). We are looking at the plumbing of social finance with Ahn.eth (Justin), a founder who is tackling one of the most persistent points of friction in crypto: making value transfer as intuitive as sending a direct message. We discuss: + why your social graph might be your most valuable on-chain asset, + the structural limitations of current identity systems like ENS, and + how to build a 'Yellow Pages' for the decentralized web that works across Farcaster, Telegram, and email without locking users into a single platform.It is a very useful episode for understanding how portable social graphs can abstract away complex blockchain UX to enable seamless value transfer across any platform.-- The podcasts are authored, edited and produced by Raphael Grieco (⁠⁠⁠⁠raphael-grieco.com⁠⁠⁠⁠ | ⁠⁠⁠⁠olivecapital.vc⁠⁠⁠⁠).

(this episode is an excerpt) --- Welcome to the second episode of our new series dedicated to the builders of the Farcaster ecosystem (⁠⁠https://farcaster.xyz⁠⁠). In this limited run, we are going to understand the strategies, timing, and mental models of the founders building the next generation of onchain experiences. In today's episode, we sit down with Atown (⁠⁠https://x.com/AtownBrown⁠ and ⁠⁠https://farcaster.xyz/atown⁠⁠), the founder of Emerge (⁠https://www.tryemerge.xyz⁠). We explore how he is combining AI agents, diffusion models, and crypto rails to transform how users interact with generative content. The episode digs into: + the mechanics of viral growth onchain, + the challenge of escaping the 'crypto echo chamber,' and + the delicate balance between launching a token and building a sustainable product. It is a very useful episode about navigating the intersection of how to avoid AI slop with personalization, and web3 monetization. -- The podcasts are authored, edited and produced by Raphael Grieco (⁠⁠⁠raphael-grieco.com⁠⁠⁠ | ⁠⁠⁠olivecapital.vc⁠⁠⁠).

Welcome to the second episode of our new series dedicated to the builders of the Farcaster ecosystem (⁠https://farcaster.xyz⁠). In this limited run, we are going to understand the strategies, timing, and mental models of the founders building the next generation of onchain experiences. In today's episode, we sit down with Atown (⁠https://x.com/AtownBrown and ⁠https://farcaster.xyz/atown⁠), the founder of Emerge (https://www.tryemerge.xyz). We explore how he is combining AI agents, diffusion models, and crypto rails to transform how users interact with generative content. The episode digs into: + the mechanics of viral growth onchain, + the challenge of escaping the 'crypto echo chamber,' and + the delicate balance between launching a token and building a sustainable product. It is a very useful episode about navigating the intersection of how to avoid AI slop with personalization, and web3 monetization. -- The podcasts are authored, edited and produced by Raphael Grieco (⁠⁠raphael-grieco.com⁠⁠ | ⁠⁠olivecapital.vc⁠⁠).

- (this episode is an excerpt) - Welcome to the first episode of our new series dedicated to the builders of the Farcaster ecosystem (⁠https://farcaster.xyz⁠). In this limited run, we are going to understand the strategies, timing, and mental models of the founders building the next generation of onchain experiences. In today's episode, we sit down with Kaloh (⁠https://x.com/Kaloh_xyz⁠ and ⁠https://farcaster.xyz/kaloh⁠), the founder of Indexy (⁠https://indexy.xyz/⁠). We explore the convergence of traditional finance with onchain assets and ask the following questions: + is now the right time to bring indexing to crypto? + how to distinguish between genuine product feedback and token-speculation noise? + how does a data-native founder bridge the gap between onchain analytics and mass adoption? It is an episode about maturing the market, from simple speculation to modern portfolio management. -- The podcasts are authored, edited and produced by Raphael Grieco (⁠⁠raphael-grieco.com⁠⁠ | ⁠⁠olivecapital.vc⁠⁠).

Welcome to the first episode of our new series dedicated to the builders of the Farcaster ecosystem (https://farcaster.xyz). In this limited run, we are going to understand the strategies, timing, and mental models of the founders building the next generation of onchain experiences. In today's episode, we sit down with Kaloh (https://x.com/Kaloh_xyz and https://farcaster.xyz/kaloh), the founder of Indexy (https://indexy.xyz/). We explore the convergence of traditional finance with onchain assets and ask the following questions: + is now the right time to bring indexing to crypto? + how to distinguish between genuine product feedback and token-speculation noise? + how does a data-native founder bridge the gap between onchain analytics and mass adoption?It is an episode about maturing the market, from simple speculation to modern portfolio management.-- The podcasts are authored, edited and produced by Raphael Grieco (⁠raphael-grieco.com⁠ | ⁠olivecapital.vc⁠).

Given the long build, GTM, penetration cycles and feedback loops for pre-seed investors and the teams they back, we do not believe at Olive Capital that making annual predictions makes a lot of sense.Hence, here are our 10 PREDICTIONS that we believe will likely unfold by 2040.By 2040, 15 years from now, we at Olive Capital expect "everyday finance" to be rebuilt on invisible web3 rails, "work and creativity" to be reorganized around agent tools, and "privacy-selective disclosure" to be a default expectation in consumer products.​ We propose that year after year, we will be grading the progress made towards these predictions, and even if we keep the option to revisit any of these predictions based on fundamental dynamics shifts we might observe, these 10 foreseen shifts are the ones we have the highest conviction on.What are our 10 predictions for 2040? 1. Mainstream “super wallets” replace checking accounts. 2. Invisible crypto infrastructure in 80% of consumer finance apps. 3. Consumer-grade portfolio management powered by web3 rails becomes default. 4. Tax and reporting engines become real-time. 5. Personal “work agents” handle 30–50% of white-collar tasks. 6. Agent-native platforms become core B2B infrastructure. 7. Creators and solo entrepreneurs run “micro-agency stacks”. 8. Selective disclosure becomes a regulatory and UX norm. 9. User-operated identity and data vaults go mainstream. 10. Consumer apps win by “privacy-first differentiation”. -- Onwards to 2040, and feel free to contact us at Olive Capital if you want to discuss our thesis and share your views.-- The podcasts are authored, edited and produced by Raphael Grieco (raphael-grieco.com | olivecapital.vc).

FULL EPISODE | We are thrilled to introduce a recurring series named Agent Economy.---We publish each new episode in full to our prime members on ⁠VentureNotes.co⁠, 24h prior to anyone just listening on Spotify, Apple Podcasts or any streaming platform. Become a prime member now!---Agent economy is at the crossroads of two very promising technologies: AI and Blockchain and it shapes up as a very promising topic even though it is very novel.We are so early :)This series will explore the topic with a little bit of theory and a lot of use cases. For this series I will have the pleasure to welcome ⁠Luc Jodet⁠ as a co-host. Luc Jodet is a prominent figure in web3. Luc co-founded ⁠Arianee⁠, an end-to-end web3 platform used by notable brands like Breitling and Moncler. He also founded ⁠BUYECO⁠, a leading renewable energy marketplace in Switzerland, which was acquired in 2019. Additionally, Luc co-founded the ⁠NFT Factory⁠, is a venture partner at ⁠XAnge⁠ and ⁠invests with Olive Capital⁠.In this episode, we explore:what the Agent Economy ishow it differs from a botwhy now and what we mean by "transacting"and what are some of the applications we should keep an eye onStay tuned for more episodes soon in this Agent Economy series.---These podcasts series are produced by Olive Capital (⁠https://OliveCapital.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠), created and hosted by Raphael Grieco (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rapha.elgrie.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠raphael-grieco.com⁠⁠⁠⁠⁠⁠⁠⁠).

We are thrilled to introduce a recurring series named Agent Economy.---This episode is an excerpt of the full episode prime members can access on VentureNotes.co 24h prior to anyone just listening on Spotify, Apple Podcasts or any streaming platform.---Agent economy is at the crossroads of two very promising technologies: AI and Blockchain and it shapes up as a very promising topic even though it is very novel.We are so early :)This series will explore the topic with a little bit of theory and a lot of use cases. For this series I will have the pleasure to welcome Luc Jodet as a co-host. Luc Jodet is a prominent figure in web3. Luc co-founded Arianee, an end-to-end web3 platform used by notable brands like Breitling and Moncler. He also founded BUYECO, a leading renewable energy marketplace in Switzerland, which was acquired in 2019. Additionally, Luc co-founded the NFT Factory, is a venture partner at XAnge and invests with Olive Capital.In this episode, we explore:what the Agent Economy ishow it differs from a botwhy now and what we mean by "transacting"and what are some of the applications we should keep an eye onStay tuned for more episodes soon in this Agent Economy series.---These podcasts series are produced by Olive Capital (https://OliveCapital.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠), created and hosted by Raphael Grieco (⁠⁠⁠⁠⁠⁠⁠⁠⁠rapha.elgrie.co⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠raphael-grieco.com⁠⁠⁠⁠⁠⁠⁠).

This episode with Rahul from Superhuman recorded over a year ago, is by far one of the most popular episodes we've published on this show. I am still getting ultra positive feedback 14 months later from our audience.Today, as Superhuman is rolling out their biggest upgrade yet, "Superhuman AI Beta", I wanted to highlight again this MASTERCLASS ABOUT BRAND BUILDING that Rahul gave us.---Slush 2023 Exclusive! Cracking the Code: Decoding Brand Building with ⁠⁠Rahul Vohra⁠⁠, Co-Founder & CEO at ⁠⁠Superhuman⁠⁠.---"BUILD YOUR BRAND" EBOOK! This episode comes up with a 9-page step-by-step framework (ebook in PDF) to build your brand as an early stage startup founder, whether you're building in web2 or web3, based on Rahul's experience building Superhuman, the fastest email experience. This ebook in PDF will be available for our paid subscribers on our newsletter "Venture Notes".---Founders often grapple with the stark realities of building a brand, achieving product-market fit, and nowadays integrating AI into their products.Rahul Vohra (⁠⁠⁠linkedin.com/in/rahulvohra⁠⁠⁠), Co-Founder & CEO at Superhuman (⁠⁠⁠superhuman.com⁠⁠⁠), provides pragmatic answers to these critical questions.In a world where success is measured not just in innovation but in practical execution, Rahul shares his insights from Superhuman's journey.Get ready for a no-nonsense exploration of the challenges and strategies that define the intersection of technology, business, and user experience, where Rahul delves into the philosophy of product design, emphasizing the early importance of building a brand for growth. In this episode, Rahul guides startups on crafting their ideal, positioning, and brand attributes before delving into names.Drawing on Superhuman's success, Rahul highlights the symbiotic relationship between brand building and achieving product-market fit. He also explores the intricacies of growing a brand through press, thought leadership, influencers, and virality, sharing valuable advice on each.Whether you're building a brand, seeking product-market fit, or envisioning the future of technology, Rahul's perspectives offer invaluable guidance. Let’s get into the episode right now.-The podcasts Runway Series Originals, AMA VC, Human Factor, No-Code VC / Fit, Venture Talks & Solo-GP Series are produced by UPCOMINGVC® (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠upcoming.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠), created and hosted by Raphael Grieco (⁠⁠⁠⁠⁠⁠⁠⁠olivecapital.vc⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠rapha.elgrie.co⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠raphael-grieco.com⁠⁠⁠⁠⁠⁠).

Sylve Chevet⁠ is Co-Founder & CEO at ⁠Hylé⁠, the core layer for the modular Zero-Knowledge stack, a secure, decentralised, censorship-resistant settlement layer for all ZK proofs (ZKPs). --- This is a 15 minute excerpt. If you want to get the full experience with the 55 minute episode on our newsletter Venture Notes, enjoy a 50% discount for 12 months by redeeming it on this link: https://venturenotes.substack.com/hyle --- Hylé, a French startup, is viewing the zero-knowledge proof space from a fresh angle. Hylé is tackling one of the most pressing challenges in blockchain: how to make zero-knowledge proofs more accessible, efficient, and scalable. Their approach is fascinating, they're building a modular blockchain infrastructure that specializes in verifying these proofs, potentially opening up a whole new world of applications. But Sylve isn't just here to talk tech specs. He brings a unique perspective on the broader implications of this technology. From bridging the gap between blockchain purists and mainstream adoption, to envisioning a future where cryptographic privacy is as ubiquitous and invisible as HTTPS, Sylve's insights challenge us to think bigger about the potential of zero-knowledge proofs. We'll be diving into the technical details of Hylé's approach, exploring emerging trends in ZKP adoption, and discussing the philosophical questions that arise as this technology matures. --- Learn more about Hylé, their story and their fundraises: https://medium.com/@hyle-eu/hylé-raises-3-4m-to-build-the-future-of-zk-proof-verification-cc366c71b4d6 https://en.thebigwhale.io/article-en/blockchain-firm-hyl-closes-2-6-million-financing-round https://www.theblock.co/post/294187/framework-ventures-leads-2-6-million-funding-round-for-zk-proof-verification-project-hyle https://journalducoin.com/defi/defi-hyle-leve-26-millions-de-dollars-blockchain https://cryptoast.fr/france-blockchain-hyle-cloture-tour-table-2-6-millions-dollars-revolutionner-zkp/ --- The podcasts Runway Series Originals, AMA VC, Human Factor, No-Code VC / Fit, Venture Talks & Solo-GP Series are produced by UPCOMINGVC® (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠upcoming.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠), created and hosted by Raphael Grieco (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠olivecapital.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rapha.elgrie.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠raphael-grieco.com⁠⁠⁠⁠⁠⁠⁠⁠⁠).

Sylve Chevet is Co-Founder & CEO at Hylé, the core layer for the modular Zero-Knowledge stack, a secure, decentralised, censorship-resistant settlement layer for all ZK proofs (ZKPs). Hylé, a French startup, is viewing the zero-knowledge proof space from a fresh angle. Hylé is tackling one of the most pressing challenges in blockchain: how to make zero-knowledge proofs more accessible, efficient, and scalable. Their approach is fascinating, they're building a modular blockchain infrastructure that specializes in verifying these proofs, potentially opening up a whole new world of applications. But Sylve isn't just here to talk tech specs. He brings a unique perspective on the broader implications of this technology. From bridging the gap between blockchain purists and mainstream adoption, to envisioning a future where cryptographic privacy is as ubiquitous and invisible as HTTPS, Sylve's insights challenge us to think bigger about the potential of zero-knowledge proofs. We'll be diving into the technical details of Hylé's approach, exploring emerging trends in ZKP adoption, and discussing the philosophical questions that arise as this technology matures. This is a 30 second teaser. While a 15 minute excerpt will be publish later today, the full episode (55 minutes) will be available to our subscribers on VentureNotes.co. - The podcasts Runway Series Originals, AMA VC, Human Factor, No-Code VC / Fit, Venture Talks & Solo-GP Series are produced by UPCOMINGVC® (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠upcoming.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠), created and hosted by Raphael Grieco (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠olivecapital.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rapha.elgrie.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠raphael-grieco.com⁠⁠⁠⁠⁠⁠⁠⁠).