investing @blockchaincap writing at kinjalshah.substack.com #bitcoin, art, coffee, making it up as I go

AUS | BOS
Joined June 2011
Iโ€™ve been investing for ~3 years in crypto and Iโ€™ve still met only a handful of female founders. I know you're out there, so that's on me๐Ÿ™‚ If you're looking to do something in crypto or already doing something, I'd love to meet you!
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weeekend plans
i'm never getting over Taylor Swift timing her career to perfectly coincide with our current wave of 00's nostalgia
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great read
Just finished writing a piece around two challenges I see in the DAO space: 1. Capital allocation 2. Governance capabilities Also explore some start differences between protocols vs companies. Read more: defiweekly.substack.com/p/thโ€ฆ
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Areas where I'm seeing a lot of founders / investors spend time: - protocol treasury allocation - governance stack - L2 evolution - decentralized social networks - NFT stack for X market - programmable financial tools
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NFT appraisals are here and I'm pumped ๐Ÿ™Œ
Want early access to Upshot? Starting today, weโ€™re airdropping beta tickets ๐ŸŽŸ๏ธ to top collectors across the #NFT space! ๐Ÿ‘ฅ Join a community of collectors getting paid for honest insights ๐Ÿ”“ Unlock new value streams for your expertise Join the waitlist๐Ÿ‘‡ es606rqym6i.typeform.com/to/โ€ฆ
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what's your ideal portfolio allocation for personal assets? e.g., [10% cash 25% crypto 40% equities 25% real estate] looking for more data points!
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also this is hypothetical ^
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also I know this tweet will be flooded with crypto only and cash is trash comments!! i see u
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Kinjal Shah retweeted
1 / New experiment! As crypto becomes more mainstream, let's explore what that means. Each week Iโ€™ll be larping as Head of Strategy for X company. How would I be thinking about crypto sitting in that seat? First up: @Shopify X Crypto
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Kinjal Shah retweeted
It costs $0 to admit that you were wrong about something, but it could increase your net-worth by tenfold
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10 / A bit further away but real-time finance integrations This could include streaming payments, crowdfunding pre-launch and making future revenue streams tradeable
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11 / What does this offer merchants? - Faster, cheaper payment options via stablecoins - Access to higher yield products, micro loans - Real time financial products/services
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12 / ๐Ÿ’ป DEVELOPERs Enable a developer toolkit that enables them to connect Shopify merchants with Web3 products/services. This includes: - NFT airdrop functionality / minting - Wallets - Stablecoin integrations - web3 infrastructure
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13 / What does this offer developers? - Access to web3 products which may lower costs, increase functionality + speed - access to Shopify's dev ecosystem while building in web3
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14 / ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ USERS It's early days for Shop but one could: - earn crypto via products like @trylolli - offer native stablecoin functionality - engage with their favorite merchants beyond the storefront hopefully, this leads to higher engagement + a better product experience
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15 / โœจ CREATORS โœจ SMBs are the OG creators. If eCommerce x digital creators become increasingly intertwined with digital assets - Shopify will want to enable this. What does the OS for digital creators look like? NFT issuance, experiences, and beyond?
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16 / A big question here will be whether Shopify should build, buy or partner. Partnership as the first step allows Shopify to: - Prioritize time to market - Enable functionality without dedicating an inordinate amount of resources - leverage talent & establish relationships
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17 / Over time, building some in-house capabilities may make sense. This really depends on: - The acceleration of web3 infrastructure in eCommerce - The growth of digital goods being sold via creators - Regulation
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18 / There's a lot more to unpack here but I'll pause. If you're still with me, thank you!! What else would you want Shopify to explore in crypto?
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