Here's some fuel for all the Europoor haters: Germany just told us we'd have to fire one of our 3 founders to qualify for funding. I was in talks with a German state-backed fund of fund managing billions, with one single mandate: invest in German funds to drive innovation and economic growth in the country. They literally told me they like us a lot and are also impressed by our track record and performance so far, and even though not everyone in their team is a fan of our thesis, they believe in it. But they passed for a whole different reason: Because our all-male team of 3 people isn't "diverse enough" lol. they literally told me: hire two more female partners (impossible on the economics of a fund our size), or let one of the three of us go to make room for a quota hire. do that, and they'd strongly consider investing. I won't even get into how discriminatory this is toward men in the first place. nobody takes that seriously anyway, and honestly I don't care. but what actually gets me is something bigger: as a German, I have to face the fact that the whole world continuing to laugh at Germany and overall Europe is completely justified. a system that quietly kills the smallest, hungriest teams, the exact ones this money was created to support. and then everyone acts surprised that talent and capital keep leaving the country.

Woke up to $CARDS being listed on Upbit. Feels like there hasn't been a single week lately without good news from Collector Crypt, the pleasure of backing obsessed teams with top tier execution. Probably the best venue they could have listed on, Koreans will go crazy for this.

is it misleading and scammy for projects to bait users with points the way KAST and others do? of course. do I feel bad for the people who farmed those points? absolutely not. it's 2026. if your entire strategy in crypto is still grinding points for a maybe-airdrop from some tier 2 project, you didn't really deserve much better tbh. stop farming points, start owning businesses.

that's exactly why I'm so bullish on Kamino. sure, tokenizing stocks is cool. but it's actually the marketplaces, money markets and DeFi protocols that make the tokenized version of these assets superior once they are onchain. as supply grows orders of magnitude from here, so will the platforms capturing a major share of that value chain. and Kamino is positioned right at the center of it. Backpack x Kamino is a match made in heaven, and likely just the first of many.

if you're pitching me on how you have the best tech out there, I don't even want to hear it tbh. you probably don't. and even if you do, you won't for much longer. show me your obsession for what you do and your unfair advantage in capturing attention, and I'm all ears.

The best entrepreneur of the next decade is out there somewhere raising at a sub-$10m valuation and struggling to get it, building in crypto which investors aren't thinking about. That's just how it works.

Anthropic just officially filed for its IPO, with trading expected to start in mid November, this year at the latest. Pre-markets put the targeted valuation somewhere around $1.8 trillion, which could make it maybe even the biggest IPO of all time. this is likely going to be two things at once: 1) the top of the AI bubble. 2) one of the biggest wealth generation events private markets have ever seen, unlocking enormous amounts of liquidity and freeing up fresh capital to rotate into new startups and new markets. only interesting question left is what thousands of newly rich employees and early investors do with their money the day the lockup ends. I might have an idea or two...

Just bought a fat bag of $NU / @nubank here: Insane -30% sell off due to the unexpected results of the election in Brazil right now, entire Brazil market is bleeding. Generational entry in an hypergrowing fintech business with one of the sharpest founders @velez_david in the entire sector, growing 39% YoY with quarterly earnings of 1.1 BILLION (!!). 139 million users. Sure, 85% of it are still in Brazil and hence the heavy reaction to the elections, but already massively growing their market share in Mexico and Colombia too, slowly but steadily becoming the leading neobank for Latam. Based on a fair forward P/E, the mid-term target sits anywhere between $19-29 per share, currently trading at $11 pre-market.Fearful market that is overindexing on the second order effects of this election, while it's ignoring the actual numbers for one of the most exciting and hypergrowing neobanks. As always, expecting this dust to settle pretty quickly and wouldn't be surprised if we see $NU bouncing 50-100% mid-term, with quarterly reports scheduled for Nov 12th.

crypto is about to have its first ever bull run built on real businesses and revenues instead of just narratives and hope. good investors are about to have the best years of their life, experiencing a run harder and longer than anything they’ve ever seen. bad investors will have a very hard time being exposed as such when the market finally rewards being right. no more blaming the market.

there are only 2 durable moats left that no AI model will ever replace: 1) obsession, hunger and execution. the ability to iterate and build new moats faster than the old ones get copied. 2) distribution and attention, earned through reputation, trust and even regulation. the thing that makes people choose you and stay with you over the copycats. 2) only matters if you have 1)

it’s 2026. if you’re pitching me that your onchain business is going to have a token but you’re not treating it like onchain equity I don’t even want to hear about your inevitable slow rug. onchain equity, offchain equity or gtfo.