DEGENeral /Head of Cointelegraph Accelerator https://xitter.cf/t.co/0psUjGjKNR

Lisbon, Portugal
Joined July 2017
David // 01.hl 🐲 retweeted
🇸🇬 CONNECT Singapore's Pitch Competition has awarded its biggest prize pool ever, totaling $170,000. Five startups took the stage: • @Onlend_ • @coffer_so • @echomoneyHQ • @credilabs • @qmcfinance Supported by @FundersVC, @InspiraLabsHQ, @QuillAudits_AI, @HackenProof, @SkynetTrading_, @MetaLeX_Labs, @ChainstackHQ and Cointelegraph. Congratulations to the winners!
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David // 01.hl 🐲 retweeted
Can’t make it to TOKEN2049 Singapore? We’re live streaming our talks at Multichain Day and Onchain Day. Up Next at 3:15PM SGT Agentic Finance: Autonomous Capital, Execution, and AI-Native Markets Featuring: @chaddepue from @usecowboy @DeanTribble from @Ymaxapp by @agoric @JakeSalerno from @0G_labs @reason8eth from @Cointelegraph 🔴 Watch live: xitter.cf/i/broadcasts/1AGRnZBeV…
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David // 01.hl 🐲 retweeted
A 2 dollar lottery ticket with a 1 in 300 million chance of a 500 million dollar payout has an expected value of negative 33 cents. A 30 thousand dollar car insured against theft in a neighborhood where 1 in 200 cars is stolen a year is worth positive 150 dollars in expected value. The math to compute either one takes 4 seconds. Almost no one runs it. Andrew Lo has been teaching Session 1 of MIT 15.401 since 2003. The Fall 2008 recording sits free on MIT OpenCourseWare. Every decision his students will ever make, from a stock trade to a job offer to which route to drive home, reduces to the same 4-second calculation. Expected value equals probability times payoff. Institutional desks run it before every trade. Retail investors run it before none. The gap between them has a name and it is not luck. The math is free. The willingness to run it before you sign is the entire fortune.
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David // 01.hl 🐲 retweeted
New chapter for my previos job position @CointelegraphAc Welcome @reason8eth as New Head 🚀 of CT Accel) New program. New mentors. New funding structure. Stronger Startup Connect, Cannes Edition, that 2 years ago we launched with @JulietSu Now it is scaling into an industry standard.
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David // 01.hl 🐲 retweeted
⚡️ LATEST: @TrendleFi has joined the Cointelegraph Accelerator to bring attention markets into the mainstream, letting users trade narrative momentum across crypto and beyond.
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David // 01.hl 🐲 retweeted
why most startups fail to raise money: >they pitch growth >investors ask if it scales >they pitch TVL >investors ask if the capital is actually sticky >they pitch a token >investors ask where the value capture is exclusive clip from Incrypted Online Conference with @reason8eth from @CointelegraphAc 👇
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David // 01.hl 🐲 retweeted
Meet the Judges: ETHGlobal Lisbon 🇵🇹 @reason8eth, Head of Cointelegraph Accelerator (@CointelegraphAc) July 24–26 · Pavilhão Carlos Lopes ethglob.al/H734NIIBRQ
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David // 01.hl 🐲 retweeted
I know a guy who pretends to be a venture capitalist to get his competitors to voluntarily hand over their entire client list, revenue numbers, and churn rate... He is not a VC. He has never invested in anything. He drives a 2019 Civic But he registered an LLC called "[City Name] Growth Partners" and built a one-page website with stock photos of a downtown office he has never been inside. Total cost: $57 Every quarter he emails the founders of his 8 biggest competitors with this exact subject line: "[Company Name] - Growth Partners Preliminary Interest" The body says: "Hi [founder first name], we've been tracking [company name]'s growth in the [niche] space and believe there may be alignment for a strategic growth investment in the $2M-$5M range. Would you be open to a 30-minute intro call to discuss? We typically move fast on companies with your profile." 94% reply rate. Because every founder running a $500K-$3M agency secretly wants to be acquired and nobody has ever emailed them saying they want to invest The "intro call" is 30 minutes of the founder voluntarily handing over every metric in his business because he thinks he is pitching an investor "What's your current MRR?" "What's your client retention rate?" "Can you walk me through your top 10 accounts by revenue?" "What's your average contract value and sales cycle?" "What does your team structure look like?" The founder answers all of it. In detail. With pride. He even sends a follow-up email with a Google Drive link to his internal dashboard because the "VC" asked to "review the numbers with my partners" The guy now has the complete financial anatomy of 8 competing agencies. He knows who their biggest clients are. He knows which clients are at risk of churning. He knows exactly what they charge. He knows their margins He waits 3 weeks after the call. The founder sends a follow-up asking about "next steps." He replies: "Appreciate the time, [name]. After reviewing with the team we're going to pass on this round but will keep [company] on our radar for future opportunities. Best of luck with the growth." The founder is disappointed but not suspicious. VCs pass all the time Meanwhile the "VC" loads the competitor's top client names into AI-Ark. 89% verified emails first pass. Findymail catches the rest The cold email to their clients: "[first name] - most teams running outbound at your scale end up overpaying for [the exact service the competitor charges them for, which he knows from the call]. we install the same backend at roughly 30% less with a refund if results don't beat what you're getting now. quick whatsapp?" He knows the exact price to undercut because the competitor literally told him on a recorded Zoom call while trying to impress a fake investor 11 months in. $1,140,000 in closed revenue from the 8 "due diligence" calls Two of the founders he "evaluated" are now paying HIM as clients. They hired the guy who pretended to be their investor and stole their customers. They have no idea. They just think he runs a good agency He told me "founders will tell a stranger in a suit their deepest secrets if you call it due diligence. I call it that" I asked if any of them ever figured it out. He said "one guy saw me at a conference and said 'hey aren't you from Growth Partners?' and I said 'yeah we pivoted to services.' He bought me a drink. He's my client now" The operating cost of pretending to be a venture capital firm: $57 in domain registration and hosting The revenue from pretending to be a venture capital firm: $1.14M The 2019 Civic now has a custom license plate. It says "DUE DLGNC" Few
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🔥 TODAY: Cointelegraph Accelerator joins the judging panel for Proof of Pitch at @proofoftalk. Alongside investors from Dragonly, Haun Ventures, Draper Associates, Moonrock Capital, Raptor Group, Foresight Ventures, and others, Cointelegraph will help evaluate the next generation of Web3 startups.
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David // 01.hl 🐲 retweeted
At @plcapital we believe the GPT moment for robotics is closer than many believe, with innovation in the sector rapidly advancing and we see cryptographic and decentralized primitives as central to this narrative 🧵 1/5
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David // 01.hl 🐲 retweeted
Introducing the Monastery for AI-native founders. A single builder can now outperform a publicly traded company. $2 million. 12 weeks. Do the impossible.
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David // 01.hl 🐲 retweeted
Had so much fun at dinner with David & @yuriy_golikov @DevBrotherLabs 🙏🏽
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David // 01.hl 🐲 retweeted
CURSO COMPLETO DE CLAUDE DE 4 HORAS Esta es la guía más detallada de Claude que he visto en línea. Guarda esta página antes de que se te olvide. Construye herramientas. Automatiza el trabajo. Aprende cómo las personas construyen bots y sistemas.
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David // 01.hl 🐲 retweeted
me realizing i spent 5 years in university when i could have just read this post and made $35,000 in 2 like this Chinese young guy
Chinese 15 year old boy killed all Claude bots and turned $10 into $37,500 in 2 day His account is goys. When I saw this code, to say that this guy is a genius is to say nothing No quantum mathematics All he needed was 4 simple formulas, basic knowledge of Claude and $10 that his parents gave him for lunch at school Result: $10 → $37,500 246 trades Win rate 97,9% The biggest win $22,400 on a single bet goys profile and copy : ares.pro/wallets/0x52fdda3e1… How it bots work: This bot trades Bitcoin prediction markets Using 4 advanced mathematical formulas to identify profitable - Bayesian Model - Edge + Spread - Execution Layer -Kelly Strategy The bot scans Polymarket every few seconds looking for markets where the price deviates from the fair value by more than 8%. That’s the edge. Most people don’t see it the bot always does. The strategy is painfully simple - The market says 15¢ for an event - The real probability based on data is 40¢ - The bot enters. Waits. Exits at the peak. In 2 days he went through a journey most traders don’t go through in years. Now his wallet is public, and with the help of this terminal you will be able to copy his trades Follow Like Comment The best quote on this post will receive a ready terminal with built-in code
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The biggest threat to Web3 may not come from within Web3 at all. Major VCs see sustained high interest rates as one of the top non-crypto risk factors for the crypto market over the next 18 months, followed by geopolitical escalation. Disruption in traditional financial institutions and regulatory uncertainty in the U.S. ranked closely behind. The signal is clear: web3 is increasingly being shaped by the same external forces influencing the rest of global capital markets. Founders and investors shall understand that the next cycle will not be defined by technology and innovation alone, but by the ability to operate through macro pressure, policy uncertainty, and global instability.
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RWA is up 87% year-on-year, and the next wave of tokenization is already underway. Hong Kong just approved the world’s first tokenized concert revenue deal. This expands the RWA playbook beyond traditional assets like real estate and bonds. Now music royalties, ticket revenue, and entertainment cashflows can go onchain.
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📊 2025 VC activity: Nearly double 2024’s capital, but fewer deals. Both sides got pickier. @ag_dwf from @DWFLabs says, “In 2021, a VC could differentiate by offering introductions and advisory. Now founders ask: What happens after you wire the money? They want partners who can help with distribution, listing strategy, and go-to-market execution.” Strategic financing is up 160% YoY, pointing to deeper, more hands-on investor-founder relationships.
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Tomorrow. Buenos Aires is calling for you! See you at updated Startup Connect event series. Register now - luma.com/bknmiosg Seoul edition speakers: Nenter Chow @50Nent Anastasia Lorenzen @_stxrberri Charles Yim @charlesmyim Kyle Lee @KaiaChain
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David // 01.hl 🐲 retweeted
mercenaries vs missionaries: what makes an ideal community? after i saw that @icobeast viral post, i did see a lot of people attack him, but looking at it objectively, i agree with him. disclaimer: Before you pick sides , I don’t think farmers are bad people. i farm what can be farmed too. But understanding intent helps us see why some communities last and others fade. after the whole back and forth on ct, a question did pop to my mind. Every project dreams of a strong, active community, but who is the ideal community member? from my experiences, there are two profiles of people you will find in most crypto project community channel and a distinct difference between the two is their intent 1) we have the real users/intending users, those i will refer to as missionaries. they stay with you because of a shared mission, they care about the purpose behind a project,their investment is emotional and intellectual, not just financial. this may be because the project solves their pain point or they just want to help shape the future of the project together. these are the type of people who will still use the product when there is no incentives attached. ct accounts who falls into this category (those i'm aware of from observation). -> @SerrDavee and @basit_ with megaETH -> also @SerrDavee with Plasma. -> @GeminiWiston with jumper. we all are a geniune user of aat least one product or the other. i have seen these people talk about these projects just cos they enjoy it. and the truth is we may not be an ideal user/believer of every project and thats fine. 2) The second type of people you will find here are aidrop farmers, those i would refer to as mercenaries. they dont neccessarily care about your mission, their energy is transactional: they give only as long as the rewards flow. they complete quests, farm points, retweet everything, and join every space. they parade as community members to farm rewards. (those are the people icobeast was reffering to) But once the incentives dry up, so does their presence. tbh, this was how many of us came into this space. we had someone made money clicking some buttons. why farmers exist but airdrop farmers are'nt neccesarily bad people, farming activities exists because we have systems in place that encourages it. this is caused by 2 reason imo: -> the first is that a lot of project in the past rewarded this farming behaviors in the past, like discord messages to grind roles which adds zero value to the project in real sense. obviously, when projects created incentives that rewarded farming. those behaviors spread culturally (“I made $10k grinding discords!”). then projects copied each other, optimizing for vanity metrics. we now have cylces of: Projects rewarded empty activity → people hypes them → new projects optimized for it → everyone calls it community growth they believe you somehow found value in the gm and 1K tesnet transactions, that was why you rewarded them for it. they carry this mindset to the next project that comes up too. i personally believe any project having 5 to 10 grindable roles is optimizing to be farmed. and if your testnet is not to make the products more useful through feedbacks why are you encouraging people to test them? as @leonabboud once said. "your ideal community members have high standards , they do not have time to grind". -> Secondly (also related to the first) as @blendino put it, "mismanaging expectations is bad" i havent said anything about the recent monad airdrop stuff because i know its all a marketing stunt, right from the begining. they sent people testnet tokens to indirectly encourage them to farm and celebrated testnet trnx milestones on tl, they kept people in a closed tg while they keep contributing with arts and posts, it is normal for these people to expect something in return for their efforts. thats also a peak farming behavior(from the project end) no matter what you think about it. if you dont want to be farmed, communicate early, megaETH did, fluent did, arcium did, anil kumar of rome protocol did. and what happens next after they did this , they dont have inflated metrics or ct hypes, which they are fine with it. this price is what most project dont want to pay. and from the image below, the third point @anilkumarRome mentioned shows that some projects uses these vanity metrics as a marketing scheme to aid VC raises, this is why they dont set things straight from the get go. and for the projects who claim they dont want farming behavior buts still have a handful of grindable roles in thier dc, several point farming campaigns , its time to question your community managers, because it is either you hired someone who is not aligned with project goals or you are actually lying. good to see @itachee_x is fixing that about rialo. because , If people grind for months with no clarity or reward, frustration is inevitable, and the responsibility sits with how expectations were managed. If you want believers, design for belief , not farming. community building in this space needs a lot of work. ( any contrary opinions are welcome )
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David // 01.hl 🐲 retweeted
💯 agree with this. Thats the reason we chose different path
this one triggered some folks so naturally im doubling down. Some thoughts on airdrops and TGEs in general for anyone reee-ing in the comments; airdrops are a pretty nonsensical practice that have generally served three purposes a) regulatory cover around decentralization of a network b) a means of driving hype and increasing vanity metrics c) rewarding beta testers / community members Many teams including ourselves, Monad, and a host of pre-TGE projects have benefited from this in the past, to be clear a) is becoming increasing irrelevant under the current administration (though there is an argument that this may not always be the case in the future, which is fair) and b) does not matter in the slightest after launch. As someone who has seen both sides of this, and airdropped mid 9 figs worth of tokens to real people, no one care about anything but your chart after a couple of weeks. And I'll tell you one more secret; a larger airdrop also translates into more potential sellers with no cost basis. In fact, a number of the larger APAC trading groups will often target coins with airdrops for short selling campaigns, for this exact reason. So this has evolved into a much more insidious meta, where the majority of recent launches have involved teams doing a supply controlled "airdrop", often combined with something sketchy on the MM side, where 90%+ goes to insiders, misrepresenting the true float of the token and effectively lying to public market participants. And that's the worst of all of the potential options on the table imho. my 2c - ICOs and public sales will come back in a big way. You don't get free Meta stock for trying out a new Instagram feature. How we settled upon people getting massive amounts of free tokens for using an app etc is still pretty wild to me. I'm of the opinion that the majority of teams going forward will be best served by a very small airdrop (1-2%), accompanied with a public sale (perhaps 5-10%), which can either be explicitly injected into the charts, used strategically over time. Covers bases to some extent legally (i am not a lawyer), gives people a chance to get skin in the game, and leaves an amount of float in the market that can enable non-BS price discovery, and looks a lot more like the trad markets. I'm sure this won't be a popular opinion for many retail participants as it roughly translates to less free money - but this whole space is intensely reflexive, and given how much a chart can impact a project's leverage, I think that many founders (including those in the Bera eco) may benefit from thinking this through in the most adversarially aware manner possible. And many retail participants who truly care about a given project will probably end up happier in the long run. The underlying metagames which move some parts of the market are much messier than people think, and there are very few prizes for "doing the right thing", as I've learned the hard way. That doesn't mean that I'll change my approach, but it does mean that I've got to be cognizant about the spoken and unspoken standards which exist. This also isn't salt - it's quite stupid to complain about the market. But it is something that I wish I was less naive about prior to going into a TGE and launch process, so I hope this provides some useful context for someone out there. Godspeed to anyone launching new tokens, and always remember, *most* airdrop farmers are not your friends. Berachain
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