CryptoFund Radar
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CryptoFund Radar
Crypto fund & institutional insights. VC funding, fund strategy, institutional adoption trends. Tracking smart money moves in crypto.
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Kevin's take on AI memory chips: Even if supply floods in or prices dump post-rally, valuations still hold up.
TL;DR — This isn't just momentum. Fundamentals support current levels even in a bearish supply scenario.
If you're shorting memory plays thinking it's pure hype, you might be early. The thesis has legs beyond the pump.
TL;DR — This isn't just momentum. Fundamentals support current levels even in a bearish supply scenario.
If you're shorting memory plays thinking it's pure hype, you might be early. The thesis has legs beyond the pump.
Sandy Kory dropping truth bombs:
"Competition is inevitable. If it doesn't show up, the market wasn't real to begin with."
Execution > timing. You can catch the perfect wave but still wipe out if you can't surf.
Most projects die not because they picked the wrong narrative, but because they fumbled the bag when it mattered. The market doesn't care about your deck or your team's pedigree—it cares about shipping when liquidity is flowing.
If you're building in a space with zero competition, you're either:
1. Too early (ghost town)
2. Solving a problem nobody has
3. About to get rekt by someone who executes faster
Real alpha: find where capital is rotating, then outexecute everyone else. That's it.
"Competition is inevitable. If it doesn't show up, the market wasn't real to begin with."
Execution > timing. You can catch the perfect wave but still wipe out if you can't surf.
Most projects die not because they picked the wrong narrative, but because they fumbled the bag when it mattered. The market doesn't care about your deck or your team's pedigree—it cares about shipping when liquidity is flowing.
If you're building in a space with zero competition, you're either:
1. Too early (ghost town)
2. Solving a problem nobody has
3. About to get rekt by someone who executes faster
Real alpha: find where capital is rotating, then outexecute everyone else. That's it.
RNC v Watson just dropped 5-4 ruling:
Mississippi can count ballots postmarked by Election Day + received within 5 days after.
Federal law doesn't preempt state rules here. Barrett wrote the majority opinion.
This is actually wild for anyone tracking election mechanics and state vs federal power dynamics. Sets precedent for how states can structure their voting windows without DC stepping in.
Not directly crypto but matters for regulatory framework thinking - when does federal law override state autonomy? Same tension we see with crypto regs state by state.
Watch how this plays into 2024 cycle narratives.
Mississippi can count ballots postmarked by Election Day + received within 5 days after.
Federal law doesn't preempt state rules here. Barrett wrote the majority opinion.
This is actually wild for anyone tracking election mechanics and state vs federal power dynamics. Sets precedent for how states can structure their voting windows without DC stepping in.
Not directly crypto but matters for regulatory framework thinking - when does federal law override state autonomy? Same tension we see with crypto regs state by state.
Watch how this plays into 2024 cycle narratives.
The modern escape kit just got a hardware upgrade.
Old school: Gun, gold bars, passport
New meta: Gun, Ledger with $BTC, open-source AI models on Mac, Starlink, passport
When fiat collapses and borders close, you want:
• Borderless money that fits in your pocket
• Uncensorable comms via satellite
• AI that runs locally without Big Tech permission
Gold is heavy. Banks freeze accounts. But a 12-word seed phrase? That's true financial sovereignty.
The 007 go bag evolved. Have you?
Old school: Gun, gold bars, passport
New meta: Gun, Ledger with $BTC, open-source AI models on Mac, Starlink, passport
When fiat collapses and borders close, you want:
• Borderless money that fits in your pocket
• Uncensorable comms via satellite
• AI that runs locally without Big Tech permission
Gold is heavy. Banks freeze accounts. But a 12-word seed phrase? That's true financial sovereignty.
The 007 go bag evolved. Have you?
Anyone building on-chain spot leverage on $SOL? 👀
Not talking perps. Actual spot with leverage baked into the protocol.
DM if you're cooking.
Not talking perps. Actual spot with leverage baked into the protocol.
DM if you're cooking.
zachxbt dropping the real talk:
He's been posting alpha on Telegram way more than X lately. June stats: 9 reports on TG vs 1 investigation on X.
Why the shift?
$X is broken for crypto researchers right now. The XChat migration killed DMs with bugs. Search function is unreliable. Algo traps crypto content in a silo making it harder to reach normies.
Signal to noise ratio got wrecked.
He's exploring other platforms. If you're not in his Telegram yet you're missing the actual alpha drops.
This is the canary in the coal mine for crypto content on X. When top investigators are migrating their best work elsewhere that tells you everything about platform decay.
He's been posting alpha on Telegram way more than X lately. June stats: 9 reports on TG vs 1 investigation on X.
Why the shift?
$X is broken for crypto researchers right now. The XChat migration killed DMs with bugs. Search function is unreliable. Algo traps crypto content in a silo making it harder to reach normies.
Signal to noise ratio got wrecked.
He's exploring other platforms. If you're not in his Telegram yet you're missing the actual alpha drops.
This is the canary in the coal mine for crypto content on X. When top investigators are migrating their best work elsewhere that tells you everything about platform decay.
Tommy's take on AI compute split:
10% → Frontier models (closed, cutting-edge)
90% → Open source models
This matters for crypto infra plays. If 90% of AI requests can run on decentralized, open-source models, that's massive TAM for projects like $TAO, $RENDER, $AKT.
Frontier models = OpenAI, Anthropic territory. Expensive, centralized.
Open source = where crypto eats. Cheaper inference, permissionless access.
If this ratio holds, we're looking at a fat middle for decentralized compute networks. Not hopium—just basic unit economics.
Watch which AI x Crypto projects actually deliver inference at scale. That's the alpha.
10% → Frontier models (closed, cutting-edge)
90% → Open source models
This matters for crypto infra plays. If 90% of AI requests can run on decentralized, open-source models, that's massive TAM for projects like $TAO, $RENDER, $AKT.
Frontier models = OpenAI, Anthropic territory. Expensive, centralized.
Open source = where crypto eats. Cheaper inference, permissionless access.
If this ratio holds, we're looking at a fat middle for decentralized compute networks. Not hopium—just basic unit economics.
Watch which AI x Crypto projects actually deliver inference at scale. That's the alpha.
Frontier AI will stay expensive and capture most of the value.
Jose's take: The cutting-edge models aren't commoditizing. They'll keep pricing power because they create disproportionate economic value vs. everything else.
Translation: If you're betting on AI infra plays, the delta between frontier and commodity models matters. Premium tier = premium margins.
Jose's take: The cutting-edge models aren't commoditizing. They'll keep pricing power because they create disproportionate economic value vs. everything else.
Translation: If you're betting on AI infra plays, the delta between frontier and commodity models matters. Premium tier = premium margins.
Non-consensus take:
Chinese AI models will go closed source and deploy privately on U.S. neoclouds like @OpenRouter, @AskVenice, @togethercompute
Why this makes sense:
Chinese model companies are desperate for revenue. They can't monetize domestically at scale.
U.S. users won't touch models running on Chinese infrastructure. Trust = zero.
Solution: License the model, run it on U.S. soil through neutral compute providers.
Both sides win. Chinese labs get paid, U.S. users get access without the CCP paranoia.
This is the only path forward if Chinese AI wants Western dollars.
Chinese AI models will go closed source and deploy privately on U.S. neoclouds like @OpenRouter, @AskVenice, @togethercompute
Why this makes sense:
Chinese model companies are desperate for revenue. They can't monetize domestically at scale.
U.S. users won't touch models running on Chinese infrastructure. Trust = zero.
Solution: License the model, run it on U.S. soil through neutral compute providers.
Both sides win. Chinese labs get paid, U.S. users get access without the CCP paranoia.
This is the only path forward if Chinese AI wants Western dollars.
Trump pumping the brakes on AI = modern day Nixon going to China moment
Only someone with that kind of positioning can pull off this level of policy pivot without getting destroyed. Wild times for tech policy.
Only someone with that kind of positioning can pull off this level of policy pivot without getting destroyed. Wild times for tech policy.
Solana degens listen up 👇
Ever lose track of where your $SOL is actually working? Your lending positions, your borrowing costs, what's actually profitable?
New tool just dropped that tracks:
• All your on-chain yield positions (USD + $SOL)
• Real borrowing costs across protocols
• Daily/weekly/monthly email digests
No more spreadsheet hell. No more guessing if you're actually up or getting rekt slowly.
This is the position management alpha most people are sleeping on.
Ever lose track of where your $SOL is actually working? Your lending positions, your borrowing costs, what's actually profitable?
New tool just dropped that tracks:
• All your on-chain yield positions (USD + $SOL)
• Real borrowing costs across protocols
• Daily/weekly/monthly email digests
No more spreadsheet hell. No more guessing if you're actually up or getting rekt slowly.
This is the position management alpha most people are sleeping on.
Onchain tokenized equities getting concentrated af.
Top 10 assets = ~60% of the entire market. Mostly blue chips and index funds.
Top 20 = nearly 75% of 550+ listed assets.
Translation: liquidity is pooling into the obvious plays. The long tail is getting rekt. If you're farming obscure tokenized equities, you're prob exit liquidity.
Top 10 assets = ~60% of the entire market. Mostly blue chips and index funds.
Top 20 = nearly 75% of 550+ listed assets.
Translation: liquidity is pooling into the obvious plays. The long tail is getting rekt. If you're farming obscure tokenized equities, you're prob exit liquidity.
VCs hunting for technical founders? It's not just about being smart.
Sandy from Delphi breaks it down: "Being really smart helps, but there are some people who are really smart who just can't really explain things."
The real alpha? Communication > raw IQ.
If you can't explain your tech stack to a degen in 30 seconds, you're ngmi. Founders who can translate complex shit into simple narratives win funding rounds.
This applies to crypto projects too. The best teams don't just build—they sell the vision. Look at any successful token launch. It's always backed by founders who can articulate value prop clearly.
Takeaway for builders: Polish your pitch. Make it stupid simple. VCs want technical depth AND clarity.
Sandy from Delphi breaks it down: "Being really smart helps, but there are some people who are really smart who just can't really explain things."
The real alpha? Communication > raw IQ.
If you can't explain your tech stack to a degen in 30 seconds, you're ngmi. Founders who can translate complex shit into simple narratives win funding rounds.
This applies to crypto projects too. The best teams don't just build—they sell the vision. Look at any successful token launch. It's always backed by founders who can articulate value prop clearly.
Takeaway for builders: Polish your pitch. Make it stupid simple. VCs want technical depth AND clarity.
Jason calling it: 2026 midterms = potential AI trade inflection point
November outcome either:
→ Front-runs the risk (shit hits early)
→ Delays it (more runway)
Political uncertainty = volatility window for AI narratives. If you're positioned in AI tokens, this timeline matters for exit liquidity and macro headwinds.
Watch policy shifts around tech regulation and capital flows post-midterms. That's your signal.
November outcome either:
→ Front-runs the risk (shit hits early)
→ Delays it (more runway)
Political uncertainty = volatility window for AI narratives. If you're positioned in AI tokens, this timeline matters for exit liquidity and macro headwinds.
Watch policy shifts around tech regulation and capital flows post-midterms. That's your signal.
Nobody's more passionate than a crypto bro who enters a trade in the 7th inning 😂
You know the type — shows up when $BTC is already up 40%, conviction at all-time highs, ready to ride it to Valhalla.
Meanwhile the early birds are already scaling out and watching from the sidelines.
Timing is everything. Late entries = heavy bags.
You know the type — shows up when $BTC is already up 40%, conviction at all-time highs, ready to ride it to Valhalla.
Meanwhile the early birds are already scaling out and watching from the sidelines.
Timing is everything. Late entries = heavy bags.
Ex-EU regulator just dropped the most brutal line about America vs Europe:
"The only thing you Americans should want like us is healthcare. Why do you want your kids making socks instead of designing chips?"
Translation: Europe is DESPERATE for Silicon Valley energy. They want our tech dominance, our VC culture, our risk appetite.
Meanwhile US policymakers are trying to regulate innovation into the ground.
Europe sees what we're about to lose. Wild.
"The only thing you Americans should want like us is healthcare. Why do you want your kids making socks instead of designing chips?"
Translation: Europe is DESPERATE for Silicon Valley energy. They want our tech dominance, our VC culture, our risk appetite.
Meanwhile US policymakers are trying to regulate innovation into the ground.
Europe sees what we're about to lose. Wild.
xStocks just crossed $500M onchain AUM with 177k+ holders.
Top 10 mega-caps = 80%+ of total allocation. Household names are stacking.
Issuance keeps climbing. Real money is rotating onchain for equity exposure.
This is what institutional adoption looks like when it's actually happening.
Top 10 mega-caps = 80%+ of total allocation. Household names are stacking.
Issuance keeps climbing. Real money is rotating onchain for equity exposure.
This is what institutional adoption looks like when it's actually happening.
Interesting paradox: AI is automating tons of engineering work, but where's all the new software?
Fresh paper by @ChadJonesEcon (now at Anthropic) and @ChrisTonetti digs into the economics behind this. Some wild counterintuitive takes in there.
Worth a read if you're thinking about AI's actual impact on productivity vs the hype cycle.
Fresh paper by @ChadJonesEcon (now at Anthropic) and @ChrisTonetti digs into the economics behind this. Some wild counterintuitive takes in there.
Worth a read if you're thinking about AI's actual impact on productivity vs the hype cycle.
Met a billionaire founder recently—one of the sharpest operators I've seen.
His take? He wants his kids to watch him grind every single day.
No trust fund flexing. No early retirement cope. Just pure builder mentality.
That's the energy that builds generational wealth—not just in fiat, but in mindset. The kind of conviction that turns ideas into empires.
If you're not showing up when you've already 'made it,' you never really made it.
His take? He wants his kids to watch him grind every single day.
No trust fund flexing. No early retirement cope. Just pure builder mentality.
That's the energy that builds generational wealth—not just in fiat, but in mindset. The kind of conviction that turns ideas into empires.
If you're not showing up when you've already 'made it,' you never really made it.
Met a billionaire founder recently. Most successful guy I've ever sat down with.
One line hit different: "I want my kids to see me work every single day."
Dude's already made it. Could retire 10x over. But still shows up.
Not for the money. For the example.
Teaching work ethic when you don't have to work anymore? That's the real flex.
Most people retire and wonder why their kids lack drive. This guy gets it—values don't come from what you say, they come from what you do when nobody's watching.
Respect.
One line hit different: "I want my kids to see me work every single day."
Dude's already made it. Could retire 10x over. But still shows up.
Not for the money. For the example.
Teaching work ethic when you don't have to work anymore? That's the real flex.
Most people retire and wonder why their kids lack drive. This guy gets it—values don't come from what you say, they come from what you do when nobody's watching.
Respect.
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