Jeff Morris Jr. (jmj)

One of the most underrated parts of building crypto companies is how efficient they can be compared to traditional fintech. Look at the Revolut vs Etherfi comparison across ARPU, # of employees, Rev/Employee. Incredible & hard to unsee.

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Prices are down, narrative is down. If you've been through a few cycles, you know that right now is the exact time to lock in.

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One dynamic that makes crypto different from traditional startups: launch a token and you’re basically a public company. $ETHFI takes that responsibility seriously hosting regular analyst calls like any top-tier public co. One of the most disciplined teams in crypto. Excited to present on July 29th: https://us06web.zoom.us/webinar/register/WN_W_UuzUeLRWuXCEGPaovC2Q

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Prices are down, narrative is down. If you've been through a few cycles, you know that right now is the exact time to lock in.

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Wrote a piece this weekend - "The New Moat: Memory" Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking. https://open.substack.com/pub/jeffmorrisjr/p/the-new-moat-memory

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Congrats @antonio & @spindl on the @coinbase acquisition! Antonio messaged me in 2022 saying he was starting a new company. I had admired his work for years. We became the “first investor” & they built a category leading product. Thanks for letting us be on this journey.

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People often ask when crypto products will finally take off. The breakout product of 2024 across the entire tech industry (not just crypto) was Polymarket — which started as a crypto product. Nobody credits crypto because it’s in the background. That was always the goal — fun & utility, not hype.

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