One of the best events for the second year in a row thanks @strobefund for hosting us
Last week, we hosted the Strobe Summit in the Catskills.
50+ leaders across digital assets, tradfi, fintech and AI from our portfolio, LP and partner network joined us for two days away from the city.
Between panels and group discussions, plus hikes, hatchet throwing, a @BAXUSco whiskey tasting and s'mores by the campfire, we went deep on policy, macro, the shifting capital allocation landscape, frontier AI and where it meets finance.
Thank you to our incredible speakers, including @giancarloMKTS (former @CFTC Chairman), Cynthia Lo Bessette (@Fidelity), Joe Medioli (@MorganStanley), Nick Cherney (@JHIAdvisors), @itsbhaji (@centrifuge), @Ishanee (@Architect_Fi), Leopoldo Ochoa (Theta Capital),@bhpollack (@HuttCap) and Anand Radhakrishnan (Collective Global), and to everyone who made the trip to unplug with us.
We are excited to continue focusing on the convergence of digital assets, fintech, tradfi and AI.
Brooke Pollack (bpollack.eth) retweeted
it's always a pleasure to chat with our own backers and folks who believe in @strobefund. it's refreshing to hear their take on where allocators are spending time, esp in the context of less capital going to early-stage, emerging managers .
as such, i loved moderating our asset allocation panel with @bhpollack (@HuttCap), Leopoldo Ochoa (Theta), and Anand Radhakrishnan (Collective Global).
Hard to understate how much Portland was loving this, welcome back @Dame_Lillard
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Major example of a broader trend - crypto funds becoming frontier tech funds, still doing crypto but also incorporating other emerging tech areas
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Interesting
secondarylink.com/news/6ac7d…
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Agree, a ton of great businesses being built - market is less aware of them because they are *private*, in talking with crypto VCs I am often surprised hearing of a rapidly scaling port co I didn't realize had any traction at all - but its private so CT doesn't talk about it
Liquid funds may be throwing venture funds in the dirt these days but there is still good value in private markets.
In fact I am confident about crypto private markets over the next 5-10 years. But it will not look anything like the past 5 years.
Game has changed. Mega trends is the only thing that matters.
Also never dunk when others are down it's bad karma.
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1/ We’ve closed Breed VC Fund II, a $15M early-stage fund.
We back the founders bold enough to rebuild the world we see today and return sovereignty to users.
@breed_vc
These are voluntary but formal filings, the only way to make these filings valuable is if all info is provided/verified from the source. Imagine being a liquid fund doing DD and you read these filings and for key info its "don't worry founder said so on X"
Blockworks token transparency disclosures are hilarious
Jeff: "There are no allocations for private investors, centralised exchanges, or market makers."
Blockworks: "Sorry not clear enough for us, incomplete"
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Every single ad for both OR governor candidates is about data centers...you would think its the only thing that matters around here
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Love the @Blockworks B-1 filings, was excited to go through @ethena's but disappointed they don't list the valuations for the private rounds they did pre-launch.
Would love to see more private token round valuations made public for now-listed tokens
Robinhood rebuilding onchain version of Bumped (@tangonelsen) nearly a decade later
Meet Crumbs, built on Robinhood Chain.
Shop at Costco, get $COST. Buy from Apple, get $AAPL.
Turn eligible receipts into stock-token rewards from the companies you already shop with.
Join us before launch: crumbs.family
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This cant be good for our local economy here in Portland, @Nike needs to get this fixed
BREAKING: After falling -80% from its record high, Nike, $NKE, will be removed from the S&P 100 at the end of this month, ending a near 18-year run in the index.
The stock has now erased -$230 billion in market cap since its all time high.
A collapse for the history books.
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Brooke Pollack (bpollack.eth) retweeted
New essay : Non consensus and right
Why we believe the next era of crypto venture will be defined by slow, patient capital.
Read here: decentralised.co/p/non-conse…
Brooke Pollack (bpollack.eth) retweeted
Tokenholder communications matter. Some more than others.
If you hold these tokens go hit the "notify team to complete" filing button so Blockworks can have them finish their filings.
We're adding a new component to the TTF: filings compiled by Blockworks.
While most token issuers file their own disclosures, we will now be providing filings for every token regardless of issuer involvement.
Today, we are unveiling completeness evaluations for:
- AR
- ARB
- ASTER
- AXS
- BERA
- DOGE
- DOT
- FIL
- KAS
- PENDLE
- QNT
- RENDER
- VSN
- VVV
Here's what that means, where investors can find them, and why they're so important...
Excited for @HuttCap to support The Transparency Alliance from @Blockworks, well done and good for the industry to have more of this. This kind of voluntary disclosure, currently lacking the market, can provide the trust needed by many investors to back token based projects.
Brooke Pollack (bpollack.eth) retweeted
Thrilled to welcome:
> Moody's
> Coinlist
> Multicoin
> Paxos
> Gate
> Upbit
> WisdomTree
> Wintermute
> Spark
> Ark Invest
> Arca
> Alchemy
> Chainalysis
> Coinwatch
> Hutt Capital
> Cronos
> Accountable
to the Transparency Alliance.
There are now 70+ companies and funds who support the TTF.
Brooke Pollack (bpollack.eth) retweeted
Hutt Capital (@HuttCap) was founded in 2018 as a Blockchain VC Fund of Funds Platform.
Going forward, Hutt is a Blockchain VC Secondaries Firm. We are excited about this market and look forward to further growing our presence. Read more about our decision & revised focus below: