Founder of Overmatch Capital. Other interests include: running, hi-fi, wine, talking to strangers.
Joined January 2014
- Tweets 217
- Following 170
- Followers 288
- Likes 100
19 Photos and videos
I’m so uninspired with crypto rn that I might buy BTC.
Or make popcorn for the Saylor show.
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Aside from crypto, what net new financial products has blockchain technology enabled?
I see stablecoins solving pre-funded account balances (“PayFi”, or “Settle-Now-Pay-Later”) as the sole example.
What am I missing?
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May 26
The lack of clarity on the CLARITY Act is, amusingly, providing clarity.
finance.yahoo.com/markets/cr…
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May 22
Call me crazy but the impression of high quality work / product seems to trump the quality of the actual work itself.
Subject matter “experts” via socials
Website quality = auto credibility
Press releases drive product vs the inverse.
What else?
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May 19
It’s all a song and a dance until banks issue stablecoin denominated credit. @BlackRock issuing a yield bearing alternative to a deposit is strong signal, but I’m still focused on how chartered banks (eg @ereborbank) approach this matter.
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May 14
A productive asset derives its value from something other than pure speculation.
With that in mind: if there is an active borrow/lend market for an asset, does that alone make it a productive asset?
Come on econ kiddos
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May 13
Are we really going to wait for banks to start issuing credit in stablecoins before we see something between treasuries and equities succeed onchain?
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May 12
Just spoke with a college sophomore who has a more fundamental understanding of defi risk than anyone I’ve spoken to in the space, ever.
There is hope
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May 12
Who knew influencers might be the downfall of the commercial DJ? Apparently you can host a ticketed, get an influencer to show up, “do a brand deal” to serve said influencer’s non-alc Negroni… and save yourself $100K on the DJ booking fee.
Learned that this weekend. Gen Z wild
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May 11
What would be funny is if crypto could convince tradfi to be exit liquidity for assets that don’t even have it in trad markets
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May 10
I hadn’t even thought about how all these AI IPOs are just exit liquidity funded by American retirement plans… until last night.
Time for unweighted S&P500 exposure or are we into it?
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Does everyone change their biz model based on the latest hype cycle or were the teams I met 2-4 years ago really ahead of their time?
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Founders get too wrapped up in equity valuations imo.
Particularly, if your valuation meaningfully decouples from your business fundamentals, the less exit opps you have…
Chasing unicorn over cash in hand is a curious endeavor…
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Tell me you have a plan 😂
coindesk.com/business/2026/0…
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Jan 28
the @HeyBilt switch up cracks me up.
now, gotta spend 75% of rent monthly bc @WellsFargo tired of subsidizing the banana boys
with modest rent, makes sense. but they have ppl with $10k NYC rents implying @AmericanExpress black card territory spend to make it worthwhile
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Jan 28
PSA: please stop lifting heavy in running shoes.
It’s dangerous and I fear for you.
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Jan 14
This is honestly an insane launch. If you’re not paying attention to what’s going on here, you’re missing out.
Jan 13
First Month Milestone of the KINETK IP Protection Network
The Sentinels showed up in a way that went far beyond our expectations.
What started as an experiment is already becoming a real network.
The future of IP is here and we’re just getting started.
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Collin Erickson retweeted
19 Dec 2025
Weekly KINETK IP Protection Network Update
We launched exactly one week ago, and in just 7 days, our Sentinel network has exceeded expectations across users, platforms, and content types.
Thank you to everyone for contributing early and helping build the foundation of the KPN.
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