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VOICE ARCHIVE

Boris Wertz

@bwertz
26 posts
2025-12-01
Completely senseless @nytimes piece on @DavidSacks - I wished we in 🇨🇦 had an equally competent AI & crypto czar! [image]
2025-12-01 View on X
New York Times

How David Sacks' AI and crypto policies in Trump's White House benefit his investments, those of his Silicon Valley friends, and the All-In podcast he co-hosts

Calls Conflict Claims “Nothing Burger” Mike Pearl / Gizmodo : 438 Reasons to Doubt that David Sacks Should Work for the Federal Government Mark Toon / Protos : David Sacks sends si...

Completely senseless @nytimes piece on @DavidSacks - I wished we in 🇨🇦 had an equally competent AI & crypto czar! [image]
2025-12-01 View on X
Axios

The reaction to NYT's David Sacks story aside, Sacks is pushing policies to help the US win the AI race, which also benefit him, his allies, and even his foes

Top of the Morning  —  I come here neither to praise nor pillory David Sacks, the venture capitalist who spends half …

2024-11-12
At @VersionOneVC, we typically focus on early-stage investments, though we occasionally make exceptions for standout opportunities—like @goclio'@s Series C and @coinbase's Series D. Today, we're thrilled to share another investment that goes beyond our typical early-stage sweet
2024-11-12 View on X
BetaKit

Canadian digital bank Neo Financial raised a CA$360M Series D from Shopify CEO Tobi Lütke, Slack co-founder Stewart Butterfield, and others

like @goclio'@s Series C and @coinbase's Series D. Today, we're thrilled to share another investment that goes beyond our typical early-stage sweet LinkedIn: Eric Holle : Exciting ...

2024-10-07
Few people appreciate how big Amazon's search advertising business has become [image]
2024-10-07 View on X
Wall Street Journal

eMarketer expects Google's share of the US search ad market to drop below 50% in 2025 for the first time in 10+ years, as Amazon, Apple, and others make gains

Biggest US antitrust victory since Microsoft could still be too little … Yahoo Finance : Google's grip on search slips as TikTok and AI startup mount challenge Radhika Saraogi / Ti...

2024-10-06
Few people appreciate how big Amazon's search advertising business has become [image]
2024-10-06 View on X
Wall Street Journal

eMarketer: Google's share of the US search ad market is expected to drop below 50% in 2025 for the first time in 10+ years, as Amazon, TikTok, and others rise

A flurry of new offerings for advertisers is hitting the market  —  Google's grip on the nearly $300 billion search advertising business is loosening.

2023-03-24
Coinbase receiving a Wells notice might actually be good news for the crypto industry at large. Start-ups don't have the resources to fight the SEC in court and will decide to settle in most cases - not so @coinbase. This will soon create much more regulatory clarity.
2023-03-24 View on X
CNBC

Filing: Coinbase received an SEC notice warning the exchange of potential US securities law violations that could lead to enforcement actions; COIN drops 10%+

2023-03-23
Coinbase receiving a Wells notice might actually be good news for the crypto industry at large. Start-ups don't have the resources to fight the SEC in court and will decide to settle in most cases - not so @coinbase. This will soon create much more regulatory clarity.
2023-03-23 View on X
CNBC

Coinbase says it received an SEC notice warning the exchange of potential US securities law violations that could lead to enforcement actions; COIN drops 10%+

- The SEC issued crypto exchange Coinbase a Wells notice, warning the exchange that it identified potential violations of U.S. securities law.

2023-03-01
“It is good to remember in periods of pain that pain is temporary, that technology is a massive wave of change and global economic empowerment, and that many future opportunities are yet to come.” Analyzing the coming reset in mid-to-late stage startups https://blog.eladgil.com/...
2023-03-01 View on X
Elad Blog

Mid-to-late stage tech startups will likely face a reckoning in late 2023 to 2024, as companies run out of cash from “free rounds” fueled by low interest rates

The coming reset in mid-to-late stage startups in 2023-2024 is at this point likely largely decoupled from interest rates and inflation.

2022-07-04
“Both centralised & decentralised lending companies/ platforms had exposure to 3AC - & only the players in one of these two markets went belly up.” Great analysis of the Three Arrows Capital (3AC) blowup and how decentralized platforms faired much better. https://cryptohayes.medium.com/ ...
2022-07-04 View on X
Entrepreneur's Handbook

After 3AC's collapse, centralized lenders with exposure to 3AC had failed, while their decentralized counterparts liquidated collateral and continued operating

Good morning!  An IT head, data scientist, and AI product manager walk into a bar. PYMNTS.com : Today in Crypto: Three Arrows Capital Files for Bankruptcy; Celsius Hits Three Week ...

“Both centralised & decentralised lending companies/ platforms had exposure to 3AC - & only the players in one of these two markets went belly up.” Great analysis of the Three Arrows Capital (3AC) blowup and how decentralized platforms faired much better. https://cryptohayes.medium.com/ ...
2022-07-04 View on X
CTech

Source: Celsius has laid off 150 employees, around a quarter of its staff, after pausing withdrawals on June 13; the lender says it is exploring restructuring

The American-Israeli company is parting ways with around 150 employees as it continues to look for a way out of a crisis that saw …

2022-07-03
“Both centralised & decentralised lending companies/ platforms had exposure to 3AC - & only the players in one of these two markets went belly up.” Great analysis of the Three Arrows Capital (3AC) blowup and how decentralized platforms faired much better. https://cryptohayes.medium.com/ ...
2022-07-03 View on X
Entrepreneur's Handbook

After 3AC's collapse, centralized lenders with exposure to 3AC had failed, while their decentralized counterparts liquidated collateral and continued operating

This current crypto nuclear bear market marks my third brush with generalised market carnage.

2022-07-02
“Both centralised & decentralised lending companies/ platforms had exposure to 3AC - & only the players in one of these two markets went belly up.” Great analysis of the Three Arrows Capital (3AC) blowup and how decentralized platforms faired much better. https://cryptohayes.medium.com/ ...
2022-07-02 View on X
Bloomberg

Three Arrows Capital files for Chapter 15 bankruptcy, a move that protects its US assets while a liquidation is carried out in the British Virgin Islands

Crypto hedge fund Three Arrows Capital has filed for Chapter 15 bankruptcy, a move that protects its US assets while a liquidation is carried out in the British Virgin Islands.

“Both centralised & decentralised lending companies/ platforms had exposure to 3AC - & only the players in one of these two markets went belly up.” Great analysis of the Three Arrows Capital (3AC) blowup and how decentralized platforms faired much better. https://cryptohayes.medium.com/ ...
2022-07-02 View on X
Entrepreneur's Handbook

After 3AC's collapse, centralized lenders with 3AC exposure had failed, while their decentralized counterparts liquidated collateral and continued operating

This current crypto nuclear bear market marks my third brush with generalised market carnage.  And while they can sometimes feel like reruns …

2021-12-06
Great year-end deck by @benedictevans: looking at future (Web 3 and Metaverse), present (move to cloud/e-commerce still early) and past (every single company/sector now getting disrupted by tech). https://www.ben-evans.com/... https://twitter.com/...
2021-12-06 View on X
Benedict Evans

Overview of macro tech trends, with a focus on Web3, metaverse, and the move to the cloud, which is just beginning as on-prem IT spend still dwarfs cloud spend

The most exciting themes in technology today are transformative visions for 2025 or 2030: crypto, web3, VR, metaverse... and then everything else.

2021-09-06
Great post on why @lootproject is so interesting: IP has traditionally been produced in a “top-down, corporate, mass production” way (e.g. Disney) but Loot is bottom-up: create a community to build the universe, give the IP away, let the community decides where to take it. https://twitter.com/...
2021-09-06 View on X
Platformer

Interview with Dom Hofmann on how and why he created Loot, the communities, creativity, and NFT speculation it spawned, and the future of the project

2021-09-05
Great post on why @lootproject is so interesting: IP has traditionally been produced in a “top-down, corporate, mass production” way (e.g. Disney) but Loot is bottom-up: create a community to build the universe, give the IP away, let the community decides where to take it. https://twitter.com/...
2021-09-05 View on X
Platformer

Interview with Dom Hofmann on how and why he created Loot, the communities, creativity, and NFT speculation it spawned, and the future of the project

Loot (and Vine) creator Dom Hofmann on creating an open-source, decentralized game / financial asset / art project / metaverse (?)

2021-09-02
Starting & building an emerging VC fund is incredibly hard (especially in this increasingly competitive & noisy start-up/VC environment) but nobody seems to be doing it w/ more ease, authenticity and success than @ljin18. Bravo and well done! 🙌🙌🙌 https://www.nytimes.com/...
2021-09-02 View on X
New York Times

Profile of Li Jin, an aggressively pro-worker VC who founded Atelier Ventures, which manages $13M, to invest in influencer-related startups

2021-03-04
If we want to maximize new company creation & entrepreneurship, we need many different funding models at scale, not just VC (which is perfect for high growth start-ups but not most other co's). @bryce was onto something w/ @indievc & I am sad to see this experiment come to an end https://twitter.com/...
2021-03-04 View on X
Axios

Indie.vc, a six-year-old effort by O'Reilly AlphaTech Ventures to invest small amounts in bootstrapped businesses, shuts down after results left LPs unimpressed

6 years ago, a mysterious Tumblr site appeared on the internet. Tweets: Hussein Kanji / @hkanji : The idea was to back the next GitHub, which became profitable early on and didn't ...

2021-02-28
.@cdixon on how NFTs can accelerate the trend of creators monetizing directly with their fans: “Their utility will increase as digital experiences are built around them, including marketplaces, social networks, showcases, games, and virtual worlds.” https://a16z.com/...
2021-02-28 View on X
Andreessen Horowitz

NFTs are great for creators because they remove intermediaries, enable granular price tiering, and eliminate customer acquisition costs by making users owners

In his classic 2008 essay “1000 True Fans,” Kevin Kelly predicted that the internet would transform the economics of creative activities:

2020-12-19
.@tobi has developed a truly unique management style - based on first principles thinking and sheltered from the “this is how big tech co's should operate” trap while he built @shopify in 🇨🇦. Great interview that gives a good glance into his thinking. https://www.theobservereffect.org/ ...
2020-12-19 View on X
The Observer Effect

Q&A with Shopify CEO Tobi Lütke on his typical day, time management, culture, product creation, organizational design, meetings, and working from home

Sriram Krishnan / The Observer Effect : Tweets: @polina_marinova , @mcannonbrookes , @bwertz , @tobi , @harleyf , and @iamjakestream Tweets: Polina Marinova Pompliano / @polina_ma...