kermankohli

ai twitter is learning about main characters.

crypto twitter knows: never be the main character.

open question i’ve been thinking about:
with more M&As in crypto, does that shift how investors value tokens vs equity?
tokens can’t IPO. equity can get acquired.

feels like tokens get priced down, and private rounds get more expensive.

curious where this goes.

Update: I’m moving to New York!

It was ~8 years ago that I moved from Auckland to Sydney to move out and build a life from scratch. During that time, I’ve met so many amazing people that have been instrumental in my journey and have generously helped me with their time and resources. From dropping out of university to selling/launching/closing multiple startups, the ups and downs have not been anything short of insane.

Now, it’s time to do that same process again but in the biggest way possible — by moving to New York!

Why now and why New York?

Three simple reasons:

New York is the centre of the western world. Culture, capital and the curious are all there and in concentration. No place comes second.

Finance 1.0 is in New York, it’s obvious that Finance 2.0 (crypto) will/is already there too. Moving increases our chances of succeeding. Excited to be able to not have to wake up in the morning for meetings too.

You’re only in your 20s once in your life. As much as I want to grow my career, I also want to have a life that is worth looking back on. Living in New York satisfies that desire.

If you’re reading this and know anyone in New York that I should connect with, please tag them below and I’d love to reach out to them! Will be there from the 27th of June.

Also, on a closing note, thank you to the following people who were at the start of my life in Sydney and have remained friends over the years: Rob Morris, Luke Bevans, Josh Amoils, Daniel Brockwell, Daniel Bar, Rob Liu.

to anyone that's been in crypto long enough, the cluely stuff is just business as normal. hype grifters have come and gone but real value endures.

false ARR is the new token price is AI lol.

3 produse pe care le folosesc tot timpul, dar rar văd pe cineva vorbind despre:

portofel rabby @Rabby_io
face utilizarea criptomonedelor mult mai puțin enervantă. fluxuri de semnare mai clare, schimbarea rețelei care are sens. o experiență mai fluidă în general.

studioul unicorn @hiunicornstudio
un instrument de animație web ușor. grozav pentru idei vizuale rapide fără a atinge after effects. se simte ca unul dintre acele instrumente despre care mai mulți oameni ar trebui să știe.

spline @splinetool
încă unul dintre cele mai ușoare moduri de a te juca cu 3d în browser. nu este nou, dar de fiecare dată când îl deschid, îmi amintesc cât de distractiv este să-l folosesc.

curios, care sunt instrumentele tale subestimate la care te întorci mereu?

dacă activul „fără risc” nu mai este sigur... ce este?
obligațiunile guvernamentale ale SUA tocmai au fost retrogradate.
obligațiunile pe termen lung se luptă să se vândă.
și suntem cu 36 de trilioane de dolari în datorii.
oamenii se mută în tăcere în active care nu pot fi tipărite.
ce se întâmplă când fundația sistemului financiar începe să crape?

👇🏼 am scris despre asta aici

bitcoin’s recent all-time high wasn’t driven by hype. it was the market reacting to a deeper shift:
→ treasury bonds struggling to sell
→ a weakening dollar
→ growing pressure to print money again

gold moved first. then bitcoin followed.
the price has pulled back since, but that’s just volatility. what matters is the signal: bitcoin is starting to behave like a real macro asset.

shoutout to @cabraun and the @TokemakXYZ team! they are still shipping, still showing up despite how bleak the market feels. conviction like that deserves respect. 🫡

coinbase got hacked. the breach was real, and the data exposed was serious. but what it reminded me is this:

coinbase isn’t just a crypto exchange — it’s one of the biggest security companies in the world. we expect banks to protect us, but coinbase holds the keys to millions of people’s funds.

security isn’t part of the product — it is the product. and still, they’re the default bridge for most people entering crypto.

not because they’re perfect, but because they’re convenient, and familiar, and still trusted — even after this.

We’re sunsetting the 0xArc Analytics product.

Since 2022, we’ve been building something ambitious: a full-stack analytics platform that merged web2 and web3 data to help crypto teams understand who their users are. To get there, we built everything in-house — from RPC aggregation to multi-chain funnels, attribution layers, and session-level wallet insights. The tech worked. The insights were powerful. But it was too much, too early — and too heavy for the stage we’re at as a company.

Iteration cycles took months. Infrastructure costs were high. It slowed us down. After a lot of reflection, we’ve made the decision to narrow our focus and double down on the foundational tech we believe in most — the piece that can support everything else later. It means hitting pause on analytics, but doing so with clarity and conviction.

To our customers: thank you. You’ll be refunded for annual plans, we’ll help you migrate if needed, and make sure your data is accessible. I’m personally here if you need help.

The next chapter is about rebuilding fast, from first principles, with a leaner stack — and yes, AI at the core. I’ll share more soon about what we’re working on and how it all ties together. For now, just wanted to say thanks. We’ll be back — with something even better.

Upwards and onwards.
—Kerman