Friday, August 8th. Allocators are in Europe for the holiday. Even with the time difference. Hidden in the chaos is the hottest crypto native VC, waiting to strike like snakes. And I'm there too. Scrolling.
4 years of investing in crypto VCs have turned me into a walking skeptic, with a premium subscription to Notion.
I must choose my targets carefully. It's a big universe of VC funds claiming they invented AI and DeFi.
I can't talk to everyone. But they don't know where I am.
We have a Theta signal now, for when I'm needed. When that request to access your docs hits the email, it's not just a reminder- it's a warning. To them.
Fear is a tool. They think I'm struggling with the due diligence. But I AM the due diligence.
I wish I could say I'm making a difference, but I don't know. Personal account dealing bullshit, valuation policy malpractices, track record sweeteners- 4 years later, they're all up. And now this.
Crypto VC is eating itself. Maybe it can't be saved, but i have to try. PUSH MYSELF.
These nights all roll together in a rush, Behind the screen. Sometimes in the morning I have to force myself to remember everything that happened.
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