Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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will start to slowly increase my exposure to friendtech by trying it out properly

you can find me @dpycm on ft

happy to chat w y’all there as well

let’s see how this goes
🤝2
privileged to have sat in for one of the most stacked panels this week

from left to right:
Avery Ching (Co-Founder & CTO, APTOS)
Ed Felten (Co-Founder, Offchain Labs/ARBITRUM)
Ye Zhang (Co-Founder, Scroll)
Bryan Pellegrino (Co-Founder & CEO, LayerZero Labs)

not much actionable alpha, but it was nice listening to their thoughts
🔥4
another impressive panel filled w VC founders

from left to right:
Ryan Kim (Co-Founder & Partner, HASHED)
Kelvin Koh (Co-Founder & CIO, Spartan Group)
Paul Veradittakit (Managing Partner, Pantera Capital)

key points from their panel (more applicable to startup founders) tldr;
- VCs are looking for more consumer apps
- get your company name out more to increase visibility
- VCs are receiving 10-20 deals a week, making it hard to vet them all. helping them do the foundational work will increase your chances (e.g. investment memo, product video, contrarian views are accepted as well)
- regulatory environment might seem uncertain/hostile rn, but VCs are confident that they will not be affected as they have been doing things by the book
infinityhedge
CPI Projections for tomorrow ⚠️. *plus we have → FTX Hearing req. to liquidate assets. → Enjin Blockchain launch
CPI in an hour, expect some volatility but imo nothing lasting as per prev announcements

estimate = 3.6%
Forwarded from unfolded.
CPI y/y: 3.7%
CPI m/m: 0.6%

Core y/y: 4.3%
Core m/m: 0.3%
Forwarded from unfolded.
FTX receives court approval to liquidate crypto assets
last 2 friendtech codes up for grabs:

ft-n7tws9gw
ft-m6b934xa
Crypto Mumbles
https://twitter.com/dmihal/status/1701809621361737984?s=21&t=ZDdLacy80zA2e7iZA4MU3g
seems to be a very BD heavy event w little buidlers

lots of style w no substance

side events might be where the real alpha is