CCO @CarryHQ_ founder @DiscoverVincent. tweet about 📈 📉 and 🍕. prev. @thisishcvc, @Indiegogo, @WFP @JimmyKimmelLive. Long #bitcoin. Views = Own
Not Investment Advice
Joined December 2008
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Evan Cohen 🧳 retweeted
Monday Night Football’s Week 8 game between the Chicago #Bears and Seattle Seahawks drew 16.4M viewers across ESPN, ESPN2, ESPN Deportes and NFL+.
The audience ranks as Monday Night Football’s most-watched ESPN-only game since November 2019, a span of 76 games airing on ESPN.
and I thought it would be a quiet news day.
Today, equity perps can begin trading for the first time on @CFTC registered exchanges.
This move reflects my commitment to ensuring that America’s markets remain the most innovative, liquid, and well-regulated in the world. Instead of being forced to turn to offshore, unregulated venues to access equity perpetual futures, Americans may now access equity perps on CFTC-regulated markets subject to robust safeguards.
I appreciate the continued partnership of @SECGov and @SECPaulSAtkins as we work to further harmonize our agencies' regulatory initiatives.
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“You Can See Everything” was the best in-theater experience I’ve had since Avengers Endgame opening weekend.
Absolutely worth seeing in a full theater.
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🤯
September was a busy month at Public. Here's a snapshot of what was shipped:
• Prediction Markets
• Public Reserve
• Public x TradingView
• 24/5 trading
• In-app Agents marketplace
• Grok and Muse Connectors
• OCO, OTO, & Bracket Orders
• Set dollar-based limit orders
• Set orders to expire at a specific time
• Bond search now available via MCP
• Official Perplexity Connector
• Order History Endpoint
• Faster Order Status Updates
• Iron condor and butterfly spread strategies across all platforms
• Entity account ACAT transfers
• Agent research enhancements
• Custom date search in app history
• Improved Agent dialogue messaging and contextual capabilities
• Sharing live agent workflows
• Column customization for options hub
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This TSV exemption is interesting, but still hampers a lot of the benefits many platforms seek by tokenizing assets.
Tokenization aims reinvent markets beyond traditional exchanges, not replicate them. Baby steps I guess?
Now that CLARITY failed, expect to see the SEC step in fill the gap left by congress.
🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
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Kind of wild @pulley ultimately shut down given that @stripe led their A and was a big shareholder.
Feels like Stripe could have easily bought it for a nominal amount (compared to their market cap) and merged it with their Stripe @atlas offering.
Vanguard buying Altruist for $4.6B
Old guard buys new. Strong exit for Altruist. Nice AUM pipeline for vanguard funds. Hopefully this means vanguard tech stack will be refreshed.
axios.com/2026/08/26/vanguar…
Here’s to 250 years of taking a chance on freedom, self-government, and the idea that ordinary people can build something extraordinary. The best is still ahead. 🇺🇸
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Evan Cohen 🧳 retweeted
"And they will play a game, divided into two halves."
"And how much time is in each half?"
"Nobody knows."
big TAM, low NPS, decent budgets. excellent market to be building in. 🧐
Compliance officers are one of the fastest growing occupations in America.
Compliance is a bigger business than you'd think. Every dollar that leaves or enters a business: paying employees, reporting revenue, and moving capital are subject to compliance.
As AI clears the "good enough to trust" bar and sales cycles speed up, there may finally be an opening for startups.
Full piece from a16z's @jamdac and @astrange: a16z.news/p/everything-every…
Evan Cohen 🧳 retweeted
Second exit in five years, and he engineered a deal structure almost nobody uses.
Ankur built Teachable in 2013, scaled it to $60M ARR, and sold it to Hotmart in 2021 for around $250M. He started Carry 18 months later with a specific thesis: the self-employed don't get the same wealth-building tools that full-time employees at big tech take for granted.
Three and a half years in, Carry has $225M in assets on platform, thousands of paying members, and a compliance moat around the hardest part of Solo 401k administration. Most founders run a single sale process and take the best bidder. Ankur closed two buyers in parallel transactions.
Lettuce got the retirement and investing platform. The Solo 401k infrastructure, the IRA custody, the $225M in AUM, plus co-founder Nick Rasch and the operations, product, engineering, and compliance teams. It slots directly into Lettuce's existing accounting, payroll, and healthcare stack for solopreneurs. Retirement was the one missing pillar of that whole solo-business finance experience.
AngelList got the other half. Carry's audience is accredited investors and high-earning founders, which is the exact overlap set AngelList already monetizes on the venture side. Extending from SPV and fund operations into the wealth management layer for the same people is the natural next step for their stack.
No single acquirer values both halves equally. Lettuce does not monetize an accredited investor brand. AngelList does not need a 1099 retirement compliance team. Running one sale process means someone underpays for the half they do not want. Running two means each half clears at its best-fit valuation.
The pattern underneath both exits is the same. Find an operator-buyer who can actually compound the asset. Sell when the product-market fit is obvious but distribution still has room to run. Teachable went to Hotmart, the Brazilian course platform that could globalize it. Carry went to the two companies that can each extend one half further than a standalone Carry could.
Most founders spend a career hoping for one exit. Ankur just closed his second, with a structure almost nobody in venture-backed SaaS thinks to try.
nothing like dropping big news on tax day. 🚀
proud of our team. thrilled for our customers.
for everyone who's been along for the ride, thank you 🙏