Anthony Avedissian (antavedissian)

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I’m often struck by how similar early-stage VC is to liquid investing in crypto Both are driven by hype, flows, and momentum - not by fundamentals I’ve seen “hot” startups - still very early and light on tech - get preemptive offers for up-rounds. Shocking how much of this is hype vs fundamentals Early-stage VC should be about backing outliers before they’re obvious - not chasing narratives and momentum like in short-term liquid trading The counter here is: the best founders can turn hype into a self-fulling prophecy, where bigger rounds lead to better hires, bigger partnerships, etc. But more often, it leads to lower focus and zombie outcomes

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Bubble?

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Slowly, then suddenly

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The only inflation indicator that matters

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i've seen way too many crypto x ai decks recently that all almost entirely rely the "community to contribute knowledge" and some ambiguous set of applications to "drive demand" via a circuitous token incentive layer with v little focus on actually building community, building an amazing product, or developing a moat outside of the token mechanism prob ngmi

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Would be cool to walk&talk / hike&talk in LA with a group of 5-10 Farcaster folk! https://craigmod.com/ridgeline/176/

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