Jeff Morris Jr.

@jmj

45 Following

25683 Followers

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Jeff Morris Jr.

We co-led the ether.fi ($ETHFI) seed round in 2023 during the depths of the bear market. One of the best investments we’ve ever made. Chime is going public at a $11.2B valuation. ether.fi (2.5 years old) already has nearly the same deposit base, is growing faster, and is far more profitable. Invest when others are scared. I’ve internalized that idea for the rest of my career.

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Jeff Morris Jr.

I’ve spent years writing about software. But this is the essay I’d hand to any founder or investor trying to understand what’s next. https://open.substack.com/pub/jeffmorrisjr/p/when-software-buys-software?r=ggp3v&utm_medium=ios

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Jeff Morris Jr.

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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Jeff Morris Jr.

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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Jeff Morris Jr.

2024 was a breakout year for the Chapter One crypto portfolio: Helius: #1 validator on Solana network. We co-led seed. Etherfi: 10b TVL. 4th largest Eth protocol. We co-led seed. Ondo Finance: RWA category leader. Highest FDV of any digital asset to launch in 2024.

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Jeff Morris Jr.

I want someone to build a “bear market developer” scoreboard that shows the GitHub commit history of individual developers from 2022-2024. Something that shows who kept building during the hardest times.

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Jeff Morris Jr.

Pretty wild there are 133M stablecoin holders — haven’t seen this data before. Another metric to arm yourself with when people say crypto has no PMF or real applications. “The number of stablecoin holders continues to rise, now sitting at 133M, led by USDT (81.7M holders) and BSC-USD (25.8M).”

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Jeff Morris Jr.

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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Jeff Morris Jr.

We've invested in 3 @hyperbolic rounds & lucky to be first fund to invest 2 years ago. Try them for GPU compute or inference. Their marketplace cuts GPU costs by 75% & partners include Hugging Face, Stanford, UC Berkeley, Nous Research. https://x.com/hyperbolic_labs/status/1866513459938295980?s=46

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Jeff Morris Jr.

Hey @dwr.eth — would you open source your OPML list so we can see which blogs you read?

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Jeff Morris Jr.

I've been working on this article for awhile and finally published it. I tried to answer the question: “Will consumers care if the software and content they consume online is created by a human?” I’d love to hear your thoughts—what do you think? https://t.co/tUNJwUZOLB

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Jeff Morris Jr.

Congrats to @daylight on the round led by @usv. In 2022 we met @kyle & his methodical product ability impressed our team. We then co-led their pre-seed & they’ve exceeded every expectation since. They send weekly updates to investors & are always heads down. Special team.

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Jeff Morris Jr.

Apple Notes #2: - AI software market size - Why the crypto community should be talking about Polymarket more - El Segundo founder views on deep tech for seed investors (hint it wasn’t what I expected)

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Jeff Morris Jr.

Trying a format where I share my Apple Notes (some are original thoughts & others I’ve learned from others). I put too much pressure to make each of these a blog post & would rather just share rough ideas. If any are interesting lmk & I’ll try writing a longer form version.

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Jeff Morris Jr.

Have met a couple new emerging managers raising crypto funds right now. Hardest market to start a new crypto fund & they’re making it happen. Love the conviction… bullish on all you 🐂

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Jeff Morris Jr.

One of the most remarkable aspects of Polymarket is that the mainstream media isn't highlighting it as a crypto product. This has been our goal from the beginning: To create a product people love for its quality, with crypto working in the background.

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Jeff Morris Jr.

*Prediction Market Summer* The featured product today is /polymarket. Most of you know prediction markets, but they’re crossing into the mainstream right now and emerging as the “app of the summer” with the election zeitgeist. My brother who doesn’t use crypto shared this in our group chat last night, and it struck me that Polymarket has found early PMF. X is also the perfect distribution channel as the content is all very shareable.

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Jeff Morris Jr.

One goal for /chapterone is to feature progress in crypto products. We will try to feature a new product everyday. 🔥 Product #1: Tiplink Wallet Adapter - Login with Google on dApps and sign transactions embedded in the site. - A better mobile experience using Iframes that feels like Apple Pay

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Jeff Morris Jr.

Wrote an article about the end of the Warriors dynasty. One of the most special teams to ever play sports. Also shared a bit about my experience at Tinder when my journey came to an end. https://open.substack.com/pub/jeffmorrisjr/p/the-end-of-a-warriors-era?utm_source=app-post-stats-page&r=ggp3v&utm_medium=ios

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Jeff Morris Jr.

This channel will talk about all things product, data, and design. We want it to become a place for updates and news from Chapter One and the broader tech & crypto community.

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