Alana Levin

@alanadlevin

221 Following

4189 Followers

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It's genuinely incredible that one of the most important data center companies started off as a bitcoin miner Never give up

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Honestly not wrong

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These are better questions for the startups than for me!

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I'm skeptical of the dozens of "new payment rails for agents" startups emerging BUT I'm rooting for the stablecoin-based ones regardless b/c I would like to see micropayments enabled at scale

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I hadn't read a fiction book in years, but picked up Sunrise on the Reaping when it came out and read it in a single day (stayed up til 3am to finish it). So good

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At first glance, Coinbase acquiring Circle doesn't make sense - Coinbase already receives the majority of interest revenue and is the dominant USDC distributor So, what would be the reasons Coinbase could be interested in an acquisition? 1) Their distributor deal may be nearing renegotiation and they're set to receive less revenue. Coinbase could issue their own stablecoin, but USDC may have brand stickiness with consumers + network effects in DeFi 2) There's unrealized upside in components of the Circle's nascent payment network and Coinbase thinks they could somehow supercharge it 3) Maybe Coinbase sees a way to build stronger distribution partnerships. If Coinbase owns the full stablecoin stack, they might be willing to sacrifice some of their own interest revenue in order to give other exchanges good deals and grow overall USDC supply 4) It might be offensive defense - acquire Circle so another competitor doesn't

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Obsessed with Elizabeth Banks ending her Penn commencement speech with “May the odds be ever in your favor”

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Unironically, Airbnb is becoming Craigslist (but with better branding)

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Haha my take is less that there’s a ton of crypto folks and more so that most ppl on here feel >35yo

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Every time I cast something related to (non tech) culture, I feel the strong urge to tag @ted bc I’m not sure who else on here will resonate with the post

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I wish there were a way to bet on the growth of Giggly Squad

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Underrated commentary on tokenization and private equities from the most recent Robinhood earnings call

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From November: https://x.com/alanadlevin/status/1854357484024008929?s=46

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Yes, but drinking a glass of water is pretty normal. I know far fewer people who would excitedly drink a full glass of milk

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We like to work, at our office, with builders. Join us @variantfund & @phantomwallet https://lu.ma/xqouspi6

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It’s actually so crazy that an iced latte is just a caffeinated cup of milk

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What are the places most likely to be cultivating talent mafias right now? Bonus points if it’s non-obvious

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The TAM for digital assets and crypto rails is the largest it's ever been, while simultaneously being the smallest it'll ever be

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Every platform that supports mini apps should embed Kickstarter-like rails to help devs get early funding

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Definitely some, but I’d prefer if the founders talk about them publicly first! (it only counts if the founders think / agree it was a needle mover 🙂)

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