Yano

@yanowitz

97 Following

2029 Followers

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New investing strategy. Only invest in stocks where the founder stills runs the company. The portfolio: Coinbase, Robinhood, Nvidia, Meta, Netflix, Airbnb, Salesforce, Apollo, Capital One, DoorDash, Tesla, Shopify, Figma (listing soon). Once they hire a professional CEO, sell.

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Introducing: VC Versus Like Tinder... But for crypto VCs.

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ARR hitting escape velocity Took longer than expected to build the GTM motion (sales, account management, distribution, pricing, etc) and a tight integration with product improvement. But now that it's humming, man it feels good.

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Blockworks firing on all cylinders. People working their absolute ass off. And (I think) having a lot of fun. Media + events feeding research + data, and vice versa. Flywheel in full effect. Tough to compete with us right now.

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If you're gonna do something, you might as well go all the way

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Token markets are broken. We believe the solution is token disclosures. No one else wanted to build it so we took it on. It's a massive endeavor but one that I genuinely believe will push the industry forward. Stoked to unveil the Token Transparency Framework, our standardized, open-source disclosure framework. This will go down as our most important contribution to the industry.https://x.com/Blockworks_/status/1935321626788380714

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The thing that separates Permissionless from every other event is best summarized as "talent density" Most conferences are pure chaos. Tens of thousands of people I've never met and candidly don't want to meet. Permissionless is the opposite. A few thousand of the highest caliber people in the industry. Have heard from many founders that more deals got done at Permissionless III than any other event last year. For Permissionless IV, expect mostly crypto professionals (investors, founders, developers, institutions) who are deeply serious about this industry. One week out, cannot wait.

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I built a website that analyzes your storytelling. You can upload videos and podcasts. Steve Jobs iPhone launch got a 93. Steve Ballmer's USC speech got a 47. Built everything using Replit AI. Come try it out and give feedback! storyscore.replit.app

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Coinbase alumni event. There are now 100+ crypto companies founded by ex-Coinbase employees. Very dope.

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One week until we launch something that will make a lot of people mad at us. Half the industry will love, half will hate. See you on the other side.

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Centralized exchange data is LIVE Includes volumes, liquidity, spread info, order book, DEX/CEX ratio, time of day data, and more. Perps and options data coming soon. Let me know if you have CEX data requests and we'll build it.

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Been hosting crypto events for 7+ years... Permissionless will be our best ever. We've curated the perfect mix of founders, developers, investors, enterprises, and institutions. Extreme talent density. June 24-26 in NY. If you don't have a ticket yet, buy yours today (code YANO for $100 off)

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One of the best books I've read in awhile. Airline CEOs are crazy mfers. Industry has intense cycles. Low margins. Capital intensive. The operations to land thousands of planes daily is next level. You compete against highly levered psychos. 10/10 recommend.

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Circle trading at $85 up from $31 IPO price. Every investment bank and CEO is staring at this number right now saying "it's go time" Get ready for an onslaught of crypto IPOs.

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Sucks, pocket is shutting down. I'm a power user. What's the best alternative?

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June disclosures is live. My only update: added ENA As a reminder, if you create content at Blockworks, you have to disclose holdings of $5k+ Hoping this drives better transparency across the industry so holler if you have feedback. https://blockworks.co/financial-disclosures

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Steve Ballmer quote from Acquired: “Platforms need apps. You want to own the top first party app that runs on your platform, otherwise your platform can’t get good. Office was the best first party app on Windows. Outlook was the best first party app on Exchange. You want to make sure you own the first party app in addition to just your platform. You will get stuck in the mud if you’re just a platform.” Applied to crypto, L1s should not only build the chain. They should build a few amazing apps as well. Very different strategy than most take today (outsourcing 100% of app building).

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Another crypto treasury vehicle. This time $425M to buy ETH. Investors include Consensys, ParaFi, Electric, Pantera, and more. Lubin is the chairman. SBET is up 420% pre-market.

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Coinbase is now the first crypto company in the S&P. My favorite line: "Since going public... Coinbase has become a bigger part of the U.S. financial system" It makes me happy knowing that starting Monday, even people who despise crypto will now own a piece of the industry.

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Pitched Mayor Adams nearly three years ago to the day. Keith Grossman and I told him that he had a real opportunity to make NYC the crypto capital of the world. Wild to see this idea become reality.

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