Semi-Lucid Thoughts
0xsmac, Dr. Shelbycrypto, markets, venture, human behavior @0xsmac on twitter
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Subscribers | Read | 0xsmac.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
DePIN's Imperfect Present & Promising Future: A Deep Dive
DePIN is widely viewed as an area uniquely suited for crypto networks but we still believe there's a lack of appreciation for the true breadth of impact it can have. Knower & I went deep on:
What is a Compound Crypto Company?
In an increasingly crowded crypto venture market, we believe it’s important to define the characteristics and principles of what we do and don’t invest in. Part of that includes contextualizing the types of founders we gravitate towards. It...
Token Launches Are Rekt But They Don't Have To Be
TLDR: WE ARE CO-HOSTING AN IDEATHON WITH @asylumventures IN NYC
Where Are We In The Cycle?
I tend to think the wisdom of the crowds is mostly a farce.
Authors
The writers behind this newsletter.
your favorite alts favorite alt
Investor @Compound | Cambridge PhD @plantsciences
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