Thought Leadership Threads

Every business has a core function. Some businesses make athletic shoes while others make wide screen televisions.
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What’s become clear over the past week is that many people don’t understand what Banks actually do.
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A simplified explanation if you're interested:🧵👇

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The rapid erosion of value in SVB's bond portfolio made plain the power of math and markets and how they can turn against you like an unexpected flash flood.
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Here is a simple explainer on basic bond math that is good to know even if you are not a bank CFO.

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Mark Twain once said:
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“When everyone is looking for gold, it's a good time to be in the pick and shovel business.”
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What does this look like in crypto? 🧵👇

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Many companies went through a major layoff in 2022. Many more will reduce their staff in 2023.
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When the dust settles, businesses will be leaner but challenges will still remain.
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Here's a valuable checklist for survivors:🧵👇

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Founders are busy re-structuring their operating plans to reduce burn.
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A reduction in burn almost always slows growth which #VCs will interpret as a negative signal.
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The result is confusion and loads of bad advice.

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Is this a solvable problem? 🧵👇

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The #1 responsibility of a Founder is to make sure their company doesn’t run out of cash, but raising capital in today’s market is TOUGH.

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Here’s a quick framework for determining how challenging it will be for a #startup to raise new #VC capital.

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Is your #startup ready? 🧵👇

Gigantic businesses can be created when an amazing Founding team focuses its attention on a rock-solid business idea that’s perfectly aligned with an emerging mega trend.

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This is what #Founders and #VCs live for.Curious what this looks like for a 15-month-old company?

#VCs and #startups are dealing with the reality that today’s environment is brutal compared to what it’s been like over the past few years.
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The reason for the abrupt shift is that Darwin went on vacation for a few years but has finally returned.
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This changes EVERYTHING! 🧵👇

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Failing isn’t fun. Failing in public is worse.
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Founders do it. Investors do it. Athletes do it. It's incredibly common.
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So what happens when you take risks in public and there’s evidence that you're on a path to failure?
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Most people handle it poorly. A few thoughts: 🧵👇