Fran @plainfran

Notes to self Managing Partner @plaintext_cap Opinions are my own. Not investment advice Joined December 2013

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Fran @plainfran

4 days ago

Every crypto project will have periodic tokenholder calls. There is a small, ever closing window for crypto projects to differentiate themselves by hosting these calls sooner rather than later.

Nick Almond @DrNickA

4 days ago

Every crypto project will have periodic tokenholder calls. There is a small, ever closing window for crypto projects to differentiate themselves by hosting these calls sooner rather than later.

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Fran @plainfran

5 days ago

What happened @bonk_inu ?

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AI is hitting real constraints: data, energy, GPUs. The solution isn’t bigger datacenters — it’s the edge. Smartphones & laptops are the world’s largest untapped cluster, unlocking personalization, privacy, and resilience. The future of AI is distributed.

Tommy @yeahfortommy

3 weeks ago

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Fran @plainfran

2 months ago

How are you supposed to go to sleep with these markets?

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Jon Charbonneau 🇺🇸 @jon_charb

2 months ago

Tom Lee the best to ever do it Hats off to the ETH bulls you earned it

qw @QwQiao

2 months ago

Tom Lee the best to ever do it Hats off to the ETH bulls you earned it

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Sunny Aggarwal 🧪 ₿ull @sunnya97

2 months ago

RIP to a legend

BNO News @BNONews

2 months ago

RIP to a legend

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Fran @plainfran

2 months ago

It's OK to like some things about the legacy system that work well. Disclosure, transparency and better value accrual mechanisms shouldn't be controversial desires.

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Fran @plainfran

2 months ago

I often think about how Roger Federer only won 54% of his points but 80% of the +1500 matches he played. It all starts with winning one day at a time.

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Fran @plainfran

2 months ago

Euler is the next Maple

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Fran @plainfran

2 months ago

The tension is palpable as the early adopters of crypto, driven by philosophy, are being displaced by the early majority driven by utility. This will bring significant change to the makeup of the crypto landscape, altering the game, the players, and the investable winners.

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Fran @plainfran

2 months ago

Such a great market to be an active, fundamental investor in.

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Fran @plainfran

2 months ago

This is why passive managers in particular are interested in covering the marginal asset. As time goes on there is a race to the bottom in fees for all products (because passive products are hard to differentiate). The only way to win is to cover newer marginal products where…

The Block @TheBlock__

2 months ago

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Fran @plainfran

2 months ago

Beautifully said

Ben Hunt @EpsilonTheory

2 months ago

Beautifully said

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Fran @plainfran

2 months ago

Bringing traditional assets on-chain is one way crypto wins. It proves our infra is good enough to replace, not just disrupt. It flips the relationship—capital stays here, so TradFi has to come to us. Most people still don’t use crypto apps. That has to change. New tech wins by…

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Fran @plainfran

3 months ago

It's amusing how we thought crypto might learn some of the best behaviors from equities, but instead, crypto grifting is polluting the equities market. coindesk.com/business/2025/…