Thought Leadership Threads

As promised - more red pill insights (Week 4)!

My crypto journey continues with an unpacking of what it would take to replace a network-based transaction (Visa/MC) with DeFi rails.

Spoiler: Moving money is the easy part. Detailed🧵👇

It’s been fun learning in public. I could write hundreds of tweets each week about my crypto journey. Instead, I’ll do my best to be topical and synthesize my learnings.

Today’s topics: DAOs, NFTs and Lending.

After years of sitting on the sidelines, I finally decided to take the red pill.

“Week 2” put me on the steepest part of any learning curve I’ve experienced in decades.

Here are a few of my simplified observations, early conclusions and emerging frameworks:

Last week I took the red pill.

Here are a few of my “week 1 observations” from my early steps into the land of crypto/web3. 🧵👇

True wisdom comes in many forms and I’ve found that one of the most underrated sources of wisdom is children’s books. The best are pure, simple and true.

What follows are personal learnings based on quotes from one of the greatest prophets of all time --- A. A. Milne

Six questions you should ask yourself about yourself if you want to accomplish great things in life. 🧵👇

QED Investors has invested in 150+ startups over 14 years and consistently delivered outstanding results. Today, we announced a new $1B+ vehicle to continue on this journey.

In honor of this milestone, here are my 14 biggest insights from 14 years at QED: 👇🧵

Poker, Peloton and Pulp Fiction. A game, a company and a movie. I’ve learned major life lessons from all 3.

Here’s the single biggest takeaway from each that helps me in my professional life.

In honor of the @RobinhoodApp S-1 I thought I’d share a conversation I had a few weeks ago with a friend who used Robinhood as his on-ramp into the trading world.

Brace yourselves. It was a fun conversation but pretty eye opening in lots of ways.