Kevin Simback 🍷 @KSimback
COO @delphi_labs - building + investing in crypto and AI. Ex @IBM, @McKinsey, @CarnegieMellon, reformed CFA delphilabs.io Puerto Rico Joined March 2015-
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Delphi chats are 🔥 Whether you just lurk for alpha or send rapid fire questions to the analysts, the chat has you covered
Delphi chats are 🔥 Whether you just lurk for alpha or send rapid fire questions to the analysts, the chat has you covered
Zoom out folks, Q4 setup looks good and @that1618guy absolutely nailed the recent pullback with his TGA refill thesis so maybe pay attention to this one Or just go back to your “it’s so over” programming if you like being a Cassandra
Zoom out folks, Q4 setup looks good and @that1618guy absolutely nailed the recent pullback with his TGA refill thesis so maybe pay attention to this one Or just go back to your “it’s so over” programming if you like being a Cassandra
Here are my requirements for a crypto payments app (Venmo killer) - who’s building this? 1. Everyone can create a simple username just like Venmo, should also integrate ENS and other existing crypto domain services 2. Users get assigned a Privy wallet but also connect their…
Here are my requirements for a crypto payments app (Venmo killer) - who’s building this? 1. Everyone can create a simple username just like Venmo, should also integrate ENS and other existing crypto domain services 2. Users get assigned a Privy wallet but also connect their…
It’s amazing how a $50 merch piece gets a project more views than most KOL shills Good merch strategy has a way higher marketing ROI than most paid media
I have to say, my immediate reaction upon seeing the $200m fundraise was that this is super frothy late inning stuff But @delitzer does a good job explaining it and now I like the experimental construction of this, good stuff!
I have to say, my immediate reaction upon seeing the $200m fundraise was that this is super frothy late inning stuff But @delitzer does a good job explaining it and now I like the experimental construction of this, good stuff!
I participated in a poker cash game this week with a bunch of crypto people Interestingly everyone (aside from one European) defaulted to settling up via Venmo Seems like such a gap that there’s not (yet) a default crypto payments app Looking at you @KeetaNetwork 😉
Incredibly hard to be bearish if you zoom out a bit You just need to condition yourself to not fall for the CT “it’s so over” mindset
Incredibly hard to be bearish if you zoom out a bit You just need to condition yourself to not fall for the CT “it’s so over” mindset
Let this sink in: “ Part of the yield generated through $AUSD & $KUSD will be used to buy back $KTA “ Stablecoin flows -> buyback flywheel One of many outstanding partnerships for Keeta!
Let this sink in: “ Part of the yield generated through $AUSD & $KUSD will be used to buy back $KTA “ Stablecoin flows -> buyback flywheel One of many outstanding partnerships for Keeta!
“Launchpad” and “Underwriter” is not a nuance, it’s a massive strategic differentiation If you’re a serious founder looking to TGE, you want an underwriter See post below for more on what that means and why it’s important
“Launchpad” and “Underwriter” is not a nuance, it’s a massive strategic differentiation If you’re a serious founder looking to TGE, you want an underwriter See post below for more on what that means and why it’s important
We’ve had a few “it’s so over” days Which means it’s time for a few “we’re so back” days I don’t make the rules
Big congratulations to the @KeetaNetwork team on the mainnet launch This is just the beginning!
Big congratulations to the @KeetaNetwork team on the mainnet launch This is just the beginning!
If you’re into AI, you don’t want to miss this event Incredible speaker lineup Oct 24 in SF, one day only Check it out or DM if want more info
If you’re into AI, you don’t want to miss this event Incredible speaker lineup Oct 24 in SF, one day only Check it out or DM if want more info
Stocks ATH Gold ATH Global liquidity rising Credit spreads very low Crypto sell off is just self-induced over-leverage Translation: buy the dip and come back in October
This looks impressive and I’m a big fan of the @EtherFi card But all these cards still operate on Tradfi rails for the merchant processing When do we get a true crypto card built on crypto rails? The answer may be sooner than you think…
This looks impressive and I’m a big fan of the @EtherFi card But all these cards still operate on Tradfi rails for the merchant processing When do we get a true crypto card built on crypto rails? The answer may be sooner than you think…
I can’t help but feel grateful for growing up when I did -no cell phones -no social media -no www Yes these things enrich our lives in many ways, but the wholesome innocence of growing up wo them is something I’ll be eternally grateful for
Had 2 more conversations today reinforcing this You will lwin on either liquidity/network effects or distribution Pick 1 and be relentless on that battleground, don’t spread your forces thin trying to win both
Had 2 more conversations today reinforcing this You will lwin on either liquidity/network effects or distribution Pick 1 and be relentless on that battleground, don’t spread your forces thin trying to win both
Here’s why you should never trust PnL posts 1. You can see his size, not judging but hard to take seriously, but those who redact better u have to wonder 2. Anyone could take multiple stabs at diff price points, losing on many just to get the 1 winner to clout post
Here’s why you should never trust PnL posts 1. You can see his size, not judging but hard to take seriously, but those who redact better u have to wonder 2. Anyone could take multiple stabs at diff price points, losing on many just to get the 1 winner to clout post
Over the last few months as ppl try to call the crypto top on red days look no further than mag7 when it remains strong, crypto pullbacks have been short lived
In today’s world where revenue matters, $RESOLV is one of the most underrated plays $500m+ in TVL with a product tailor made for TradFi->DeFi convergence Currently trading at $47m mcap earning $7m+ rev, 80% going to the token Note: @delphi_labs was first money into Resolv
In today’s world where revenue matters, $RESOLV is one of the most underrated plays $500m+ in TVL with a product tailor made for TradFi->DeFi convergence Currently trading at $47m mcap earning $7m+ rev, 80% going to the token Note: @delphi_labs was first money into Resolv
Speculation is quickly becoming a new sport As any sport grows, an entertainment complex builds around it Believe we’re just getting started here If you’re building around this thesis, DMs are open
José Maria Macedo @ZeMariaMacedo
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Tommy @Shaughnessy119
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cryptochef 🐆 @cryptochef18696
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⬢ ⬡ SpaghettiGod1... @LongtermLinker
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Kerrylegit 凯瑞力�... @kerrylegit
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THEDEFIGURU @TheDeFiGuru_
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kyc @kycguru2
423 Followers 4K Following 我知道您肯定需要它。我拥有一支技术精湛的团队，随时准备为您提供帮助。我始终在线。如果您需要 KYC，请给我留言。 #KYC #BITGET #BITGET #BITGET #BITGET https://t.co/gjGM78eCgv
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58K Followers 3K Following Founding Partner @Delphi_Ventures | Co-Founder @Delphi_Digital | Host @PodcastDelphi | Built @VenturesRobot | Not Investment Advice | All My Own Opinions
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찌 G 跻 じ MBA, CF... @DegenSpartan
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179K Followers 2K Following Co-founder @tangent_xyz // ex GP @thespartangroup @theblockcrunch @wharton
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Mars Protocol 🔴 @mars_protocol
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Thomas (Tom) Lee (not... @fundstrat
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