Michael Ippolito

RT @thebellcurvepod: ICYMI... @chameleon_jeff joined @MonetSupply and @MikeIppolito_ to discuss: - @HyperliquidX's architecture - HYPE's ro…

There’s an unexplored opportunity for niche prediction markets. For example, Polymarket and Kalshi have tried to own the biggest markets (US president, pope, etc…) But in the same way a niche media company like Blockworks can compete against giants like Bloomberg, there’s an

As a founder, you are a taker not a maker of markets. Lots of business books have been written that give the impression founders can somehow muscle the creation of new markets. That is kind of true, but kind of not. What you are really doing is acting as a detective and trying

What are the biggest objections people have to content coins? I’m pretty clear on why they haven’t worked in the past, more interested in fundamental challenges with the model. For instance: unlike founding a company, you can never sell (you are the business).

After 18+ months of being in and out of specialists, I can only conclude we have to radically overhaul healthcare in the US. It's insane how difficult it is to interface with doctors or hospitals, and how improperly the system is set up to deal with common ailments.

RT @Nic_Wenzel_1: Interesting comparison between @zora and @believeapp - both similar apps in the sense that you can coin tweets. @zora to…

The majority of people criticizing the trenches haven’t spent any time in them. There are valid points, but to me it hits like politicians claiming to “represent the common man” but haven’t been out of DC in 40 years.

RT @chameleon_jeff: Thanks @MikeIppolito_ and @MonetSupply for having me on Bell Curve! Really enjoyed the thoughtful questions and discu…

A sneaky reason startups fail is they can’t decide on who their customer is. Everyone is building for someone different in their head, and so the GTM, sales motion, and product are disjointed. This is a critical job of founders that can’t be outsourced.

Eric Trump watching ETH's price run up right now https://t.co/0m6m5NZ848

This paper by @valardragon and @0xalpo was way ahead of its time. The core insight is simple but profoundl: fees serve a dual purpose, revenue and sybil resistance, but are often conflated. As an example, HyperLiquid is looking at how staking can substitute fees for sybil

Tokenized content requires a different market structure. Very interesting design space that's getting iterated on in real time.

Austin Adams @AustinAdams10

This pump and dump effect is a result of static bonding curves used by every single token launcher

Firmly believe that we are close to the moment when experiments from previous eras will begin to work. My guesses (some are more obvious than others): - RWAs - Enterprise blockchain (PoA chains) - SocialFi / creator coins - Privacy and ZK

Mippo 🟪 @MikeIppolito_

I think the "we tried X already and it didn't work" attitude in crypto is going to throw a lot of people for a loop. In 2017, lots of people pushed enterprise blockchain, were "wrong," and we all concluded never again. Today, most new blockchains by 2017 standards are

Agree with this. There is a gap in the current funding model for cash flow generating businesses that don't need to raise much. Highly interesting opportunity for someone.

venture anthropologist @0xBalloonLover

the rise of revenue-generating applications is terrible for the crypto venture class because the good ones become very profitable from very little capital. it's impossible to underwrite high multiples on these businesses

RT @js_horne: Tokenize media and then use the market as the algorithm to sort through the noise. Zora