Founders

I used to lean too hard on metrics. Still do, sometimes

But the more founders I meet, the more I realize that the strongest signal is how they think, speak, and move

Qualitative insight is harder to measure. That’s why it matters

assymetric bets require assymetric vision, belief, and discipline.

it takes time to see meaningful metrics, patience is so underrated. it takes deep belief and conviction to see what others don't and keep showing up daily.

too many teams pivot too early because of a 'lack of metrics' when, in fact, what they might actually lack is conviction and patience. ofc, there's more art than science to knowing when to pivot and when to push hard, but 

it reminds me of this quote: "if you don't stick to your values when they're being tested, they're not values: they're hobbies."

every entrepreneur should be honest with themselves about whether they're building to exit quickly or building their life's company - the difference, and thus the choices you'll make, will be fundamentally different.

imagine having ~2-3k monthly active traders on average for 3+ years - most would see this as a failure for a venture-backed startup.

yet, some rewrite history with their actions and survive long enough to see markets favor them. 

there're many @dune.eth dashboards that backs this up, like the Polymarket one by @rchen8

Founder at Varrock. Previously General Partner at 1confirmation
https://showerthoughts.substack.com/

Product builder and investor — @socialgraphvc

kindness, compassion, forgiveness

The conviction to hold on till the vision be realize

imagine having ~2-3k monthly active traders on average for 3+ years - most would see this as a failure for a venture-backed startup.

yet, some rewrite history with their actions and survive long enough to see markets favor them. 

there're many @dune.eth dashboards that backs this up, like the Polymarket one by @rchen8 

https://farcaster.xyz/rev/0x38052315

Data is inherently backward looking. Great minds > great data for having the foresight into what to build given that knowledge