A ton of people have helped create this, special thanks to @yizhe_ang, @enjalot, @DarshanG_ for helping with the llm orchestration, clustering + tsne implementation, ux, and finding hidden gem projects.
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I’m launching Topology, an early-stage venture firm dedicated to frontier technology. We've raised an oversubscribed $75M Fund 1.
Topology backs founders who put everything on the line to bend the arc of human progress.
Meet us at the edge.
@topology_vc
For the past 8 years, I’ve been investing in frontier tech: brain computer interfaces, agents, distributed compute, decentralized protocols, semiconductors, new cities, thought decoding etc.
Topology brings institutional scale to this style of investing.
We are backed by the co-founder of OpenAI, managing partner of Bessemer, author of GPT4, Marc Andreessen, Chris Dixon, Accolade, Cendana, and many other top tier builders, organizations, and endowments.
I've been investing in crypto for the last 6 years and angels frequently ask me how to evaluate projects. Here are the steps I generally recommend in running a diligence process for an early-stage crypto investment.
*disclaimer: these are my personal views*
1/ Founder References
In the early stage, the most constant variable in the equation is often team. Find people you respect who know the founders and ask about their strengths, weaknesses, etc.
Ask yourself: Would I work with this person? If yes, that's bullish.
2/ Size the Opportunity
Think about market size today and theorize how big it could become. Be generous with your predictions because crypto is one of the fastest growing industries in the world. Familiarize yourself with memetics and the theory of reflexivity.
Why mint via a bot instead of through a UI? Most NFT drops have a limited number of items avail to mint. It's your job to get one (or many) of those scarce jpegs. To do this, you need your transaction(s) to be prioritized in the mempool and picked up before the drop sells out.