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CK
2,097 posts
Investor. Prev. Brevan Howard and Goldman Sachs. All personal opinion, not financial advice :)
Joined September 2014

- Recently joined @DeFianceCapital after a short but fruitful time working in Goldman. When pitching crypto/DeFi to TradFi friends, I often got asked: so what is the social value of DeFi? Here's my thesis:
- Building @TensorplexLabs with @xponentcrisis and a great team of engineers. Using blockchain and tokens to decentralize + accelerate open-source AI is the most important non-financial use case crypto can bring. So painfully obvious and we're all just getting started.
- Bittensor is now a market-driven, optimistic decentralized AI VC now that dTAO is live. Here’s how it works: • Anyone can launch a subnet (a decentralized AI project) and get initial funding through TAO emissions into the subnet’s fair-launched dTAO liquidity pool. • Over
GIF - Sharing about Bittensor with Chinese institutional investors today. Many OGs here come from Bitcoin mining, so they just get the power of decentralized incentives to drive effective coordination, and how that same force can be applied to AI.
- Have been mega bullish $CVX since ~3x ago, still think it can 12x from here to ~$700 in the bull case. A thread on my thesis — not financial advice!
- Replying to @cz_binanceThe intern that picked the pic should fill one of the open positions 🤣
- Very grateful for all the friends that reached out last few days, it has truly been the worst week of my life. The kindness will be remembered and hopefully reciprocated! :)
- Dynamic $TAO's tokenomics impact is straightforward: Demand side: Higher TAO demand as degens need TAO to ape into subnet tokens Supply side: Lower TAO supply as TAO emissions now flow to subnet token LPs vs direct distribution to participants (miners/validators/subnet
- Anecdotally from DCG Summit Week: @BarrySilbert on stage: Bittensor resembles Bitcoin circa 2013 A 2014 ETH ICO investor: Bittensor ecosystem resembles Ethereum in 2017 An early Solana VC (more than 100x his fund): Bittensor ecosystem resembles Solana in 2020 Not sure if TAO







