building @frontrunvc | finding startups early
Teach your agent to source startups. Plug Hermes into Frontrun, shape it to your thesis, and wake up to deal flow. Everything I have built at @frontrunvc comes back to three things. Less time scro…
Something is shifting in AI. Then, almost by accident, I ran the experiment on my own business.
Been enjoying being on the building side of things. What I learned putting out @frontrunvc is that building in public is extremely rewarding - not just for validation but because shipping is the only …
I've spent the last four years doing one thing every single day: finding early-stage startups.
After my last article on the speculation dashboard - where I built a comprehensive view of onchain speculation - I had a realization.
The most successful consumer crypto apps of this cycle - Polymarket, Hyperliquid, and Pumpfun - fall into the first camp. They’ve pulled in new users from outside crypto, defined new categories, and…
A real-time @Dune dashboard look at where risk appetite lives onchain https://dune.com/jongall/onchainspeculation
Most of what we call “markets” are really just mirrors. They don’t reflect the world, they reflect what people believe about the world. And the strange thing about beliefs is that they don’t j…
I was watching Thursday Night football last week when something became impossible to ignore: the broadcasters spent more time discussing betting lines than actual plays. Not analyzing whether Justin H…
Markets win when they price what the world actually uses. Compute is becoming the next commodity. AI capex is exploding, GPU risk is real and unhedgeable today, and the infrastructure for onchain comp…
The AI agent meta came and went. Most projects were garbage with zero utility. But the premise was right—it has just taken time to find the real use cases. Most early AI agent projects were essentia…
Crypto gaming lacks what drives long-term engagement: genuine social connection. Games need to hook players initially, but social ties keep them coming back. Most onchain games focus on single-player …
