Thought Leadership Threads


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Frank Rotman

Here are six observations about people's behaviors that amaze me because they make no sense.

Does anyone care to shed light on these topics?

A very short 🧵 👇

July 15, 2022

Yusuf Özdalga

Embedded finance is everywhere around you, from clicking "Buy now" on Amazon to your seemingly invisible payment when you exit your Uber.

Pretty easy, right?

What if I told you there's a new solution that is even faster, cheaper and safer.

There is.

Plug and Play Finance.

July 13, 2022

Frank Rotman

It’s widely believed that “grit” is one of the most important characteristics of successful people.

After 8 months in the web3 space I have a view that many of the problems in the NFT ecosystem are directly attributable to a lack of grit.

A few controversial thoughts: 🧵👇

July 6, 2022

Frank Rotman

Founders can be stereotyped into one of two general profiles.

In today’s funding environment one profile is likely to survive and thrive while the other will struggle and possibly die out.

Which are you? 🧵👇

June 17, 2022

Frank Rotman

Compound interest is a powerful principle.

Compound learning is even more powerful.

The most successful people in life understand this. A few thoughts: 🧵👇

June 12, 2022

Yusuf Ozdalga

Buy-now-pay-later is not the same as traditional lending.

Used successfully, BNPL creates a rare win-win-win for consumers, merchants and banks.

When you deviate from what makes it unique, a cascading failure takes place and everything breaks down.

Here's why it is important.

June 9, 2022

Frank Rotman

It's time for CEOs to revisit the age old question:

"Are you a good wartime CEO?"

Not all CEOs are. A very short thread👇

June 7, 2022

Frank Rotman

If you’re an investor in stocks, crypto or NFTs, you’ve probably heard the word “alpha” thrown around.

What is it and does it really exist?

A few thoughts on “alpha” and a specific type of “alpha” that's been used to generate outsized returns. 🧵👇

May 24, 2022

Frank Rotman

🚨It's finally here🚨

Curious how VC Funds are evolving to reflect the recent changes in the LP and Startup ecosystems?

"The Three-Body Problem: Finding the New Stable Points in Venture Capital" is finally here.

Read on for links: 👇

May 20, 2022