Some personal news: I recently joined MetaDAO. Working at Colosseum with Matty, Clay, Nate, and Max was a dream job. I learned a tremendous amount from each of them, and I will miss the team deeply. Colosseum represents the very best of our industry -- running the world’s largest hackathons, writing checks before ideas are fully formed, and building open-source tools so a thousand flowers may bloom. It’s been an honor to work with our founders, and I’m excited to keep supporting them from my new seat. Ever since I got oneshotted in 2023, I've thought about MetaDAO every single day -- with only a few notable exceptions. And along the way, I’ve tried to help. At Delphi, that meant writing slightly verbose research reports to spread the gospel. At Colosseum, it was STAMP, the Inaugural MetaDAO Owners Meeting, and [redacted]. Now, it’s time to go all in. I love this industry and am optimistic about what we will build. But we haven’t lived up to our own expectations. The blockchains work. And the stablecoins work. So where are all the generational businesses? It’s not that crypto is useless. It’s that too often, we reward launching tokens more than building lasting companies. I believe MetaDAO can help change that by giving founders a better way to raise money and build businesses on the internet. Fundraising is how we will bring decision markets to the world. Our ambition goes beyond helping founders raise money -- it’s to change how companies are run and, ultimately, how institutions and perhaps even AIs make decisions. For three years, I’ve believed in what MetaDAO could become. Now I get to help build it alongside Prophet, Kollan, and the rest of the team. Long live the Meta DAO

Touching grass

Your binder is about to get a major upgrade. Rip packs on your phone. Every pull backed by a real, physical card. Vault it or ship it. Soon on Coinbase.

One week on Arc Mainnet. 624M USDC in circulation. $6.8B USDC transferred. Day one was just the beginning.

Took a 2 week call position in DKNG for rerate on upcoming kalshi headlines Credible twitter evidence of kalshi inflating volume on not only perps but also event contracts, no mainstream covg yet Also matt Kalish has been kalshis main opp so I like it for vibes. Probly lose 80% of the time here, win if huge kalshi scandal and mkt sees through to dkng

Every near.com launch removes one more thing you used to do somewhere else. Today, we're partnering with @Ondo to bring tokenized US stocks and ETFs into near.com, confidentially, with one account 🧵

Prediction markets are cool because for $1M you can pump a $3T market