Jeff Morris Jr. (jmj)

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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