by Two Degens - Crypto and web3 investing and building from Asia
<p>We're two degenerate crypto nerds based in Asia who have survived multiple cycles and still love decentralization and chasing 100x's and spending too much time on twitter (Kevin is @habits and George is @bridgexplore)<br><br>Our podcast does two things<br><br>1. Provide perspectives from Asia, including interviews with Asia-focused builders, analysts, and investors<br><br>2. A 5-minute daily crypto update covering news, tweets, recommended reads, and more (this is an experiment for now)<br><br>Finally, thanks to @sawawse for the incredible cover art!<br><br><br></p>
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🇺🇲
Publishing Since
11/4/2022
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March 3, 2025
BitRobot is building the “Bittensor for robots” They just raised $8m from top investors and depin founders to do so Here’s everything you need to know: Previously Michael @micoolcho built FrodoBots which is a fleet of sidewalk robots that can be operated, using natural language instructions, from anywhere in the world You can buy one for $199 As a serial entrepreneur based in Singapore, he learned lessons that he’s now applying to BitRobot: “No point building a great product if you cann...
April 12, 2024
<p><b>Longhash</b><br/>Started 2018, one of first web3 accelerators - more Asia focused; Early stage founders<br/>What’s unique - close partnership w/ ecosystems - Polkadot, Filecoin, Acela<br/>Two funds - 2021 defi fund, 2022 infra/multichain fund<br/>Small distributed team<br/><br/><b>Accelerator <br/></b>-running since 2018, how has your approach to startups changed since then<br/>-during bear cycles (2022-2023), hard to find capital - accelerator can really help during this phase<br/>-normally it’s a team of 2 cofounders, we’re 3rd cofounder - first check<br/>$100-200K co-invest<br/>-2024 meta - more money and investment options, accelerator is still core element of helping early stage<br/><br/><b>What accelerator teams had most success and what was different about them?</b><br/>-if VC is 99% failure, accelerator is even greater risk<br/>-lot of teams just have idea<br/>-bet on background, seasoned founders<br/>-web3 / crypto native, what’s magic of web3<br/>-“great founders pivot with the times”<br/><br/><b>Ecosystem report</b><br/>https://www.longhash.vc/post/bootstrapping-developer-ecosystems-for-web3-protocols<br/>-developers are always your first users - b2b2c<br/>-0:1 phase (bootstrap) and 1:100 phase (flywheel)<br/>-0:1 — need technology, need to market it well, core team must be very vocal + present<br/>what is your positioning? Solana = onchain Nasdaq; Bitcoin = digital gold<br/>Bittensor = incentivization platform for AI models<br/>write a lot, be vocal on twitter and farcaster, produce a lot of content<br/>meme season — attention is next currency<br/>-1:100 phase — now u have developers, how do u get them to build interesting stuff<br/>Ronin: focus on helping game devs build good games — dev tools, SDKs, marketplace<br/>address different dev needs (eg, new devs v experienced ones)<br/><br/><b>How do builders choose between the ecosystems?</b><br/>Many are mercenary<br/>How do ecosystems retain devs?<br/>- Case studies on Axelar, Berachain, Solana<br/>- Devs wanna go where the users are — eg, narrative that users are migrating to Base<br/><br/><b>Flywheel <br/></b>Get best devs to build a few pioneer apps / use cases — get good users — get more devs<br/>Ronin — onboarded Pixels team one year ago, migrated from Polygon, Mavis Hub + Ronin name service, went from 10K to several hundred K DAU<br/><br/><b>Token price matters a lot in web3</b><br/>-in bull, everyone wants to stay in ecosystem, get rewards<br/>-in bear / when price crashes, how to retain? Need clear focus on what ecosystem is about, why devs should build there<br/>-for bootstrapping, need well-designed tokenomics so early adopters are rewarded, yet sustainable (deflationary) in long-run<br/><br/><b>In-person / offline events — hosting events, panels, sponsoring conference tracks</b><br/><br/><b>“Everyone building an ecosystem”</b><br/>L1s > L2s > L3s<br/>L1s > EigenDA / Celestia<br/>Big projects will become own appchains / rollups<br/>Want to become a place where new ideas are built atop<br/><br/><b>Influencers / crypto Twitter</b><br/>“Attention is next big world currency”<br/>Everyone attention span getting shorter, TikTok<br/>Crypto next meme coin, next narrative<br/>Few types — investor type (actually invest), founder/builder type (know tech), token price type (appeal to retail, what’s next 10x)<br/><br/><b>Links shared:</b><br/>https://x.com/mo_baioumy/status/1760296558539501698<br/>@mo_baioumy AI x Crypto is a hot narrative right now.<br/><br/><a href='https://www.workingtheorys.com/p/before-the-crowd'><b>https://www.workingtheorys.com/p/before-the-crowd</b></a></p><p><b>This is the same way people talk about the good ole days of the San Francisco tech scene (circa late 2000s to mid 2010s). The meetups were more meetup-y. The hackathons were more hack-y. The nerds were more nerdy. Everything in the tech scene felt more authentic, more egalitarian, and less sceney</b></p><p><br/></p><p>follow Michael on X @brazenburrit0<br/><br/></p>
March 19, 2024
<p><b>Follow Two Degens on X - @habits and @bridgexplore</b></p><p><b>Subscribe and listen to past episodes: </b><a href='http://twodegens.com/'><b>twodegens.com</b></a></p>
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