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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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
friendbook.tech

“FB has permission to stream the contents from someone who has the keys to all the top rooms.” - FB dev

friend book is a platform that got leaked early and is still in development

you can use the platform to access contents from top rooms on ft for free for now

not sure where the dev wanna take this project to but looks interesting