Founder of Overmatch Capital. Other interests include: running, hi-fi, wine, talking to strangers.
Miami, FL
Joined January 2014
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Already feel like I’m living in the Stone Age again
cnbc.com/amp/2026/06/12/anth…
Aside from crypto, what net new financial products has blockchain technology enabled?
I see stablecoins solving pre-funded account balances (“PayFi”, or “Settle-Now-Pay-Later”) as the sole example.
What am I missing?
The lack of clarity on the CLARITY Act is, amusingly, providing clarity.
finance.yahoo.com/markets/cr…
Call me crazy but the impression of high quality work / product seems to trump the quality of the actual work itself.
Subject matter “experts” via socials
Website quality = auto credibility
Press releases drive product vs the inverse.
What else?
It’s all a song and a dance until banks issue stablecoin denominated credit. @BlackRock issuing a yield bearing alternative to a deposit is strong signal, but I’m still focused on how chartered banks (eg @ereborbank) approach this matter.
A productive asset derives its value from something other than pure speculation.
With that in mind: if there is an active borrow/lend market for an asset, does that alone make it a productive asset?
Come on econ kiddos
Are we really going to wait for banks to start issuing credit in stablecoins before we see something between treasuries and equities succeed onchain?
Just spoke with a college sophomore who has a more fundamental understanding of defi risk than anyone I’ve spoken to in the space, ever.
There is hope
Who knew influencers might be the downfall of the commercial DJ? Apparently you can host a ticketed, get an influencer to show up, “do a brand deal” to serve said influencer’s non-alc Negroni… and save yourself $100K on the DJ booking fee.
Learned that this weekend. Gen Z wild
What would be funny is if crypto could convince tradfi to be exit liquidity for assets that don’t even have it in trad markets
I hadn’t even thought about how all these AI IPOs are just exit liquidity funded by American retirement plans… until last night.
Time for unweighted S&P500 exposure or are we into it?
Does everyone change their biz model based on the latest hype cycle or were the teams I met 2-4 years ago really ahead of their time?
Founders get too wrapped up in equity valuations imo.
Particularly, if your valuation meaningfully decouples from your business fundamentals, the less exit opps you have…
Chasing unicorn over cash in hand is a curious endeavor…
Tell me you have a plan 😂
coindesk.com/business/2026/0…
the @HeyBilt switch up cracks me up.
now, gotta spend 75% of rent monthly bc @WellsFargo tired of subsidizing the banana boys
with modest rent, makes sense. but they have ppl with $10k+ NYC rents implying @AmericanExpress black card territory spend to make it worthwhile
This is honestly an insane launch. If you’re not paying attention to what’s going on here, you’re missing out.
Collin Erickson retweeted
Weekly KINETK IP Protection Network Update
We launched exactly one week ago, and in just 7 days, our Sentinel network has exceeded expectations across users, platforms, and content types.
Thank you to everyone for contributing early and helping build the foundation of the KPN.
