5127
Lex Sokolin
@lex #5127
Investing in AI & Web3 via Generative Ventures
https://www.genventures.xyz/
Ex Chief Economist & CMO @Consensys
483 Follower 204 Following
Not a chart I thought I'd make
Uniswap vs. Revolut user metrics
Uniswap vs. Revolut user metrics
Is EigenLayer going to stay at $6B?
The SEC has sued us into oblivion.
Shocking to see the chart.
Shocking to see the chart.
User engagement is addiction and often emotional manipulation
It doesn’t always belong in finance
Money at rest is just as much a business model as money in motion
It doesn’t always belong in finance
Money at rest is just as much a business model as money in motion
Cooking today
Gm
Had fun putting together the er this chart
Had fun putting together the er this chart
I’m in NYC a few days this week.
What’s happening in crypto DeFi AI and where to go?
What’s happening in crypto DeFi AI and where to go?
Anyone else see this sky yesterday?
What’s the best thing you’ve scotch taped in Zapier?
Anyone planning on coming?
A cool decentralized AI event in Austin for Consensus.
Excited to host a fireside chat with Erik Voorhees on why we need Private, Permissionless AI
See you there!
https://lu.ma/8xb9ny37?tk=vUn3QP
Excited to host a fireside chat with Erik Voorhees on why we need Private, Permissionless AI
See you there!
https://lu.ma/8xb9ny37?tk=vUn3QP
Speaking at this decentralized AI event this week
https://www.eventbrite.co.uk/e/decentralised-ai-summit-london-tickets-885475700657
https://www.eventbrite.co.uk/e/decentralised-ai-summit-london-tickets-885475700657
Seeing Tool in June
But more importantly, Night Verses is opening
But more importantly, Night Verses is opening
What’s the difference between Good Mornings and RDLs?
The biggest fintech to flip is the Fed ACH volume
$80 trillion per year
Solana wash trading will get there soon enough
$80 trillion per year
Solana wash trading will get there soon enough
Trillions!
Chart of the day
Flows to BTC vs Gold
Via Tom Dunleavy
Flows to BTC vs Gold
Via Tom Dunleavy
That was quicker than I thought it would be.
Chart of the day
Yep, it's a bull market.
Yep, it's a bull market.
There are always new games for you to play.
The tide that turns over attention and capital is inoxerable.
Economies and industries can remain fresh because human talent will flood into new frontiers.
The tide that turns over attention and capital is inoxerable.
Economies and industries can remain fresh because human talent will flood into new frontiers.
Higher for longer
Rates not gonna go down
Rates not gonna go down
Why not?
Balatro?
Discuss
Discuss
Chart of the day
Monzo now has 9 million customers and is the 7th largest UK bank
Neobanks then cryptobanks
Monzo now has 9 million customers and is the 7th largest UK bank
Neobanks then cryptobanks
I’m feeling tired so I’ll do nothing