Every week, I write an email to our members with thoughts and highest priority items.
Here's a summarized version, which I'm calling cycle snaps:

• Clanker was Beliefs but too early

• Warming up on $ZORA, doing 2% fees on 3–30M daily volume, and virtually no Tiktok presence yet

• Pokemon TCG market is gigantic, and growing, people are buying more cards now than ever. Happy to back a team here

• There’s going to be a big Brainrot app soon with crypto and AI in it

• Crypto vibecoding will pick up soon, I really need to learn it, and we need to invest in it

• Two prediction markets this week, one doing parlays, the other doing distribution prediction markets, is Polymarket shipping?

• A solid crypto fundamentals portfolio is the top 1–3 DeFi players per vertical per ecosystem, all of them are pumping cash

• Founders prioritizing amazing product design have a soft spot in my heart

• Throwing events SaaS for venues suck

DM us to learn more, and if you liked it, collect and share it!