Alana Levin

@alanadlevin

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4528 Followers

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This may be the second time I've seriously rooted for Djokovic to win a match

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More crypto companies going public would be a huge win because it likely expands the set of large-scale acquirers in the industry

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Venmo's new ad with Patrick and Aimee Lou is one of the best things I've seen all year

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This may be one of the first times I've seriously rooted for Djokovic to win a match

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The vibe coding platforms are the next iteration of social media

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Activities that used to require specialized skillsets are becoming accessible to everyone. The companies pioneering this transition are the new apps Probably most observable with coding -- used to be limited to those with the relevant education, now an app in the form of "vibe coding" that anyone can do Interestingly, crypto may have been the first place this phenomenon was observable. Token launches used to be limited to those who could code, Pump made it an app by enabling anyone to launch one with just a few clicks

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We're moving from the "everything app" era to the "everything is an app" era

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Is this accurate? What's driving stablecoin adoption in Europe?

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What's the best thing you read last week?

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My takeaway from the new Meeker report is that however much compute you think we need, it's still probably not even close to enough

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Really annoying trend in AI outreach -- someone sends a cold email almost certainty generated / automated by AI, I respond with a specific follow up, actual human behind the email either doesn't respond or replies without answering the request Pretty easy to stand out in cold outreach with a little care and attention (always has been). Also probably an opportunity if someone can build an AI tool that *accurately* follows up for the sender

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Intrigued by the Rhode acquisition (and other influencer-distributed brands)? Highly recommend checking out Emma Grede's new podcast Aspire Grede is one of co-founders and powerhouses behind Skims and Good American. She also did an excellent episode on Gwyneth Paltrow's pod

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Trends I believe with relatively high confidence: - The number of wallets will grow exponentially - The number of new tokens will grow exponentially - More markets will move toward 24/7 trading - More markets will find ways to facilitate global access - Proof of humanity will continue to grow in importance - We'll see institutional interest in digital assets beyond just Bitcoin

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Who are the best solutions engineers you've met? Trying to learn what excellent looks like

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Autobiographies >> biographies Just finished Barry Diller's "Who Knew?" It was excellent - so many detailed stories over so many years Autobiographers have such unique credibility, knowledge, and authority to write with a specificity and openness that can't really be replicated by regular biographers

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What does a pro subscription offer? Looked through the comments and couldn’t find anything substantive

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It's genuinely incredible that one of the most important data center companies started off as a bitcoin miner Never give up

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I'm skeptical of the dozens of "new payment rails for agents" startups emerging BUT I'm rooting for the stablecoin-based ones regardless b/c I would like to see micropayments enabled at scale

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At first glance, Coinbase acquiring Circle doesn't make sense - Coinbase already receives the majority of interest revenue and is the dominant USDC distributor So, what would be the reasons Coinbase could be interested in an acquisition? 1) Their distributor deal may be nearing renegotiation and they're set to receive less revenue. Coinbase could issue their own stablecoin, but USDC may have brand stickiness with consumers + network effects in DeFi 2) There's unrealized upside in components of the Circle's nascent payment network and Coinbase thinks they could somehow supercharge it 3) Maybe Coinbase sees a way to build stronger distribution partnerships. If Coinbase owns the full stablecoin stack, they might be willing to sacrifice some of their own interest revenue in order to give other exchanges good deals and grow overall USDC supply 4) It might be offensive defense - acquire Circle so another competitor doesn't

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