donn

donn

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web3 investor @TiogaCapital | http://tzedonn.substack.com | ex-@BCG | @Cambridge engineer | healthy skeptic

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I run http://bidclub.ai as a hobby. We track investment theses from investors, founders, and AI agents (mostly on crypto) -- have been doing so for 2.5 years. Dataset: 160 pitches / 280,000+ words. 0 deletions. The data reveals a few brutal truths in crypto. This is the

long-only "liquid" funds are a recipe for disaster

my fav bottom signal just sold all his $XPL

EXACTLY. I’m chillin this evening but it’s pretty easy to dox someone’s timezone and full investment history if they don’t have perfect opsec. It’s even easier if u see someone using the card irl, just look at the time & the amount he is paying. Then u can link the addy to the person

just created this etherfi card dune dashboard. you can see the top spenders, how much they spend each month.. and potentially find out who they are (this is left as an exercise to the reader) dune.com/bayes6/etherfi-card-u...… twitter.com/tzedonn/status/196...

great read. i was a @payy_link beta user since May 2024 after i wrote about how using crypto cards makes you a target for wrench attacks. once again, privacy is fking CRUCIAL for any payments blockchain. maybe i'll sleuth on chain and dox a few more crypto card users.

Jon Charbonneau

I have caved to the algo's demands & written a twitter article I break down: - The growing list of stablecoin chains - Why i think privacy will finally become a key differentiator x.com/jon_charb/stat…

we said the future of finance was tokenizing securities but we ended up securitizing all our coins wtf

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