Might pivot back to being a founder to pick myself up a few extra homes in the seed round

Stablecoins stablecoins stablecoins...

Same X phisher has called me 2 weeks in a row to try and take over this account. Nice try Ethen, but we all know that there aren’t enough people working at X for anyone to call

We’re doing tabs of metrics on billboards now 💠

This news slipped by me today... morningstar.com/news/globe-new…

Leland Strange’s CoreCard, which gives Apple’s credit card distinctive features, has been caught up in Goldman Sachs’s failed consumer experiment on.wsj.com/3HgtqZm

We’ve been deep in stablecoins lately - especially after A Very Stable Conference (more on that soon) - and wanted to share some thoughts on the founders building in what we call the Money 3.0 space.

A new financial system is taking shape, and stablecoins are at the core. We call this shift Money 3.0: a re-architecture of global finance where platform builders fuse traditional financial services with blockchain infrastructure. In our latest blog, Kat Zhang, Aaron Frank, and

Everyone Hates Credit Card Disputes. This Fintech Is Using AI To Fix That. (Photo: Casap Technologies) on.forbes.com/6017fi7RS

Velocity is back, and reimagined for 2025. Lightspeed’s flagship summit returns to NYC with a new format shaped around how innovation happens today: curated, immersive, and built for real discovery. The evening kicks off with TED-style trend spotting from Lightspeed investors,

Excited to continue working with and backing Casap now with Emergence Capital on the team! Lightspeed forbes.com/sites/jeffkauf…

Here for it! 👏 lsvp.com/stories/introd…

Thanks!

Stables & macroeconomics will intersect in weird ways over the next few decades (and in the next financial crisis) - consumers around the world are self dollarizing - existing monetary policy tools will be less effective more here: writing.kunle.app/p/august-2025-…

The greatest expression of love a VC can give a founder is a term sheet.

there will be more stablecoins. there will be more blockchains. this is inevitable and very exciting 🤩