winnie

@winnie

1020 Following

2725 Followers

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something ive been obsessed with lately are these micro dramas / short form content. reelshort and a ton of these micro dramas that acquire users on tiktok are doing a tremendous amounts in revenue. if you annualize their jan 2025 numbers, reelshort did ~$375m in gross revenue !!!! most of these "production companies" are based in china. i think not along before a US-based entertainment company tries to do what quibi was not able to. would love to chat with any companies building here. specifically, working with creators, using micropayments on stablecoin rails. fwiw, i think it could be a super interesting @farcaster client.

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heading to ethcc next week 🇫🇷 would love to meet more of farcaster ppl irl. if you're building something in the FC ecosystem or broader consumer crypto + defi, would love to grab coffee

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since zellic acquired code4rena, theyre now making contests free and a public good !! this means if you're small team, you should still be able to enjoy robust security + audits. if you're building something and want to tap into their auditor pool (10,000+ people), you can now do so for free 🔐 https://x.com/code4rena/status/1934990384566018249/photo/1

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pokemon go labubus candy crush supreme drops all good examples of this

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popmart (the hong kong-based co behind labubus) is valued at $45b market cap. trading at ~60x EV / EBITDA. !!! collectibles culture is still very much alive and well.

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luv seeing 2 out of 3 folks on cb summit’s bringing 1B users onchain panel being @strobefund portcos 🦋🦋 @morpho @tyb building real world products for real ppl!!!

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we used to dream of days like this. higher !!

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booolish consumer crypto not on CT.

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today, the winning formula for building a category-defining consumer brand is to have one or more of the following: 1) ridiculous ad spend, 2) a creator/celebrity distribution, or 3) a cult-like community. in lieu of spending millions of dollars on facebook/google advertising, or unless you're a creator with a casual 10m+ followers, you need to cultivate your own community that becomes your marketing engine and distribution channel. and that's why we're co-leading @tyhunnny and a team that has firsthand experience in building a community-led brand from the ground up and is now productizing those components on crypto rails. https://fortune.com/2025/06/11/ty-haney-tyb-try-your-best-series-a-loyalty-consumer/

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@noiceapp is noice native micro txns working and embedded so beautifully into actions we are already used to

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accelerating @solana

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new Airbnb product just proves that we are just constantly unbundling and bundling Craigslist again and again.

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could never get old. to think that in the near future… our kids are going to think it was insane that we personally got behind the wheel. need to fact check this, but it feels like there’s more waymos than Ubers in the city now.

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an actual perfect spring day in san francisco 🌸🍃 first stop philz, second stop souvla Oh, and the rumors are true. sf is back !!

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the funny thing is that there’s been so many clankers that have been launched in response to this bullish on @dish @btayengco @lobstermindset.eth to continue taking this forward 🦋🦋

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in San Francisco this week 🌁, would love to meet with folks in the bay building fun things onchain. here are some things I’m excited about: - the tokenization of everything - stablecoin-powered products and neobanks - leveraging tokens for capital formation - AI and crypto-enabled apps - institutionalization of crypto - novel social networks and advertising models pls dm if you’re around sf. would also love to meet more farcaster ppl out there

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two of our amazing portfolio companies are looking to bring on head of engineering type roles. if you're looking and/or interested, please shoot me a dm and i can connect you. a bit about the two companies: - one is a protocol that facilitates interoperability and liquidity across tokenized assets and stablecoins - one is a institutional focused trading platform and regulated brokerage

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wouldnt be doing my job if i wasn't using the products, platforms, and protocols that we want to back. if youre building something fun on farcaster, i'd love to chit chat. i'm based in nyc and will be around farcon next week. we're sponsoring part of the builders day, and would love to meet more folks irl.

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new snack alert. khloe kardashian has a new protein popcorn 🍿 https://khloudfoods.com/password

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notebook llm's beta interactive mode feels like the future of podcasts and entertainment. think ai voice is becoming more and more powerful. personally, i've been using it alot more to dictate. we speak 3x faster than we type. and there's more voice agents that enable you to better understand a sector, interact with recipes, connect with emotionally, etc. people are just (voice) chatting directly with LLMs. not long before we see a future entertainment layer that becomes two directional... where users can interact with a piece of content/the author as they read/listen/watch it.

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