Sanat Profile picture
Jul 21 1 tweets 1 min read Read on X
for an incubator that barely focuses on crypto (72 crypto companies funded), YC's crypto portfolio has an astonishing hit rate

- coinbase
- opensea
- TRM
- axiom

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More from @kapursanat

Jul 22, 2024
h1 2024 binance research report was p great, sharing some of my favorite charts

1 / btc dominance rising is confirmation that market is much more selective about alts this time around + we have btc-specific inflows Image
2 / didn't realize that runes absolutely crushed BRC-20s

runes are also 60% of all btc transactions since launch and generated $145mn in fees Image
3 / blackrock is the clear winner re: ETFs, but crazy that the grayscale tax effect lock-in means that they're still the second largest Image
Read 15 tweets

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