State io Profile picture
SaaS, FinTech, Web3 | Building @Canal_io | Tech Investor @ Global PE Mega Fund; Crypto Angel/Degen (Class ‘17) | Ex: M&A @DeutscheBank
Jerome Ku Profile picture 1 added to My Authors
Jul 26 25 tweets 9 min read
0/🧵Comparison of #Sui vs. #Aptos, other #Layer1 #blockchain projects given excitement from fundraises at unicorn+ valuations. Discussion on #technology, #tokenomics, #ecosystem

Deep dive:
medium.com/@state_xyz/mys…

TLDR below ⬇️🧵⬇️

#altcoin #cryptocurrencies #venturecapital 1/ @Mysten_Labs was formed by ex-Novi Research team at Meta, similar to @AptosLabs. Team has launched a high performance L1 PoS chain, Sui centred around scaling composable and dynamic NFTs for broad metaverse applications incl. gaming, social, commerce, etc.
Jul 13 8 tweets 4 min read
0/ Those interested in SaaS investing and need a quick reference point on public market valuations, @MeritechCapital has just released v2 of their benchmarking (free) tool. Check it out!

⬇️🧵⬇️

#software #SaaS #valuation #VentureCapital #privateequity

meritechcapital.com/benchmarking/v… 1/ The tool provides a perspective on what scaled listed SaaS companies look like in the US, in terms of growth, retention, sales efficiency and how these metrics correlate with valuation. US is the most relevant market as it sets the world price for such assets, viz. enterprises
Jul 11 16 tweets 7 min read
0/ 🧵@AptosLabs, an exciting L1 blockchain and how it stacks up vs. other top chains

Full deep dive here:
medium.com/@state_xyz/apt…
TLDR below⬇️🧵⬇️

Leveraged materials by @TheBlock__ @Andrew_Cahill_ @PontemNetwork - much thanks!🙏

#altcoin #cryptocurrencies #venturecapital 1/ Aptos is a L1 PoS chain created by the team from Meta's Diem. NB they are not associated whatsoever. The chain solves the blockchain trilemma: decentralization, security, scalability. If successful, it is well positioned for mass adoption, including enterprises