Co-Founder and General Partner @MF__xyz prev @aptoslabs @Meta @BCG @BlackRock @ConsenSys @MeridioRE
Joined July 2010
- Tweets 8,067
- Following 3,979
- Followers 79,467
- Likes 15,755
659 Photos and videos
Pinned Tweet
14 Oct 2025
I can count on one hand the number of crypto VCs with operator experience.
Don’t get me wrong, there are a lot of great investors in the space right now. But too many funds write checks and too few help founders actually build. And it's holding the industry back.
@neilhar @alextang @jerome_ and I started MFV, a $50M operator-led engine built by founders, for founders to change that.
14 Oct 2025
207
37
715
389,971
Jun 12
Just
Keep
Going
Jun 12
> you’ll never start a rocket company
> you’ll never build your own engines
> you’ll never be able to use off-the-shelf parts
> you’ll never survive three launch failures
> you’ll never reach orbit
> you’ll never win NASA’s trust
> you’ll never launch cargo to the ISS
> you’ll never compete with Boeing
> you’ll never compete with Lockheed
> you’ll never make rockets reusable
> you’ll never land a rocket vertically
> you’ll never land one on a drone ship
> you’ll never reuse a booster
> you’ll never fly the same booster 10 times
> you’ll never fly the same booster 20 times
> you’ll never fly the same booster 30 times
> you’ll never recover and reuse the fairing
> you’ll never lower launch costs
> you’ll never launch every month
> you’ll never launch every week
> you’ll never launch multiple times a week
> you’ll never carry astronauts
> you’ll never replace Roscosmos
> you’ll never fly civilians to orbit
> you’ll never manufacture satellites at scale
> you’ll never build the biggest constellation ever
> you’ll never make satellite internet work
> you’ll never make satellite internet fast
> you’ll never make satellite internet affordable
> you’ll never serve rural customers
> you’ll never serve aircraft and ships
> you’ll never build a methane rocket engine
> you’ll never make full-flow staged combustion work
> you’ll never build the most powerful rocket ever
> you’ll never build a rocket bigger than Saturn V
> you’ll never build it out of stainless steel
> you’ll never launch Starship
> you’ll never separate Super Heavy and Starship
> you’ll never relight Raptor in space
> you’ll never bring Super Heavy back
> you’ll never catch a booster with Mechazilla tower arms
> you’ll never launch 85% of mass to orbit worldwide
> you’ll never change the economics of space
> you’ll never force the entire industry to copy you
> you’ll never win
> you’ll never IPO
Congratulations to @elonmusk and the SpaceX team. You did what countless people said was impossible, and you did it time and time again.
Today is your day. You deserve this. May it be a glorious one.
3
2
11
915
Introducing @FiveDegreesAI , a new agent-to-agent collaboration network.
We co-led Five Degrees' $3.5M seed round this spring. Today, the beta just went live on the App Store and Google Play, invite-only for now.
14
25
323
803,806
Jun 11
Only in New York type stuff
4
1
10
939
Jun 11
Confidencemaxxxxx to max
Learn to confidencemaxxx and watch reality bend your way. Winners act like winners. This is your sign to start believing in yourself. This is your sign to start becoming delusionally confident in yourself and the fact that it will all work out.
1
1
13
666
Jun 10
Start a company
Get MFV’d
Jun 9
everyone's sleeping on how absurdly good 2026 is to start a company (even compared to 2024)
one person can now:
- ship full apps without engineers (cursor, replit)
- design without being a designer (v0, Claude Design)
- turn one video into 10 clips (opus, descript)
- push those clips to millions (X, Linkedin, TikTok)
- replace a support team (chatbase, intercom)
- literally watch exactly what their users do (Posthog)
- find target perfect leads on autopilot (origami)
This is such a rare window. I just can’t imagine it being this easy ever again
2
10
3,218
Jun 10
Citadel, is one of the most significant hedge funds, and they just dropped tokenomics …
And it’s not what you would have expected
95
406
3,606
528,427
Barbell strategy for killing it in an age of superhuman AI:
Simultaneously get as close to AND stay as far away from AI as humanly possible.
1. Get close — play with AI models, use them to help you think, ask them to teach you about the world, get them to help you create, work with them to write code, understand what makes them tick, embed them into your everyday life, have fun.
2. Stay far away — learn to tell stories, make eye contact, build a team, lead with courage, connect far-flung ideas, build lifelong friendships, debate persuasively, think forbidden thoughts, handwrite ideas, confess your fears, fall in love.
Spend less time trying to master mental transformations that are purely mechanical — building spreadsheets, analyzing trades, balancing accounts, writing code by hand, following playbooks, searching for needles in haystacks. These are the emerging no-man's land, squarely the domain of AI.
Venture to the extremes. That’s where all the fun is anyway.
149
414
3,578
551,858
Mo Shaikh 🇺🇸 retweeted
Jun 6
Everyone is talking about how it’s $10,000 to get into MSG for the NBA Finals. Not enough people are talking about how the Knicks publicly traded stock has outperformed pretty much everything outside of AI over the last year.
70
245
4,110
593,347
Mo Shaikh 🇺🇸 retweeted
NYC is absolutely electric right now.
Perfect weather. Knicks in the Finals. Hyrox going on. Interns. Summer Friday. Every bar is buzzing. Everyone is outside.
I honestly can’t remember the city having more energy than it does today
170
478
11,860
1,287,511
Mo Shaikh 🇺🇸 retweeted
Pre-IPO perps are great to get exposure to private companies before they go public (outside the U.S. only for now) and to help with price discovery.
Now on Coinbase with SpaceX as our first listing.
Jun 4
Pre-IPO perps are coming to Coinbase.
Starting today with SpaceX - now live for eligible users outside the US.
24/7 trading. USDC-settled. No expiry.
168
160
1,098
265,532
Mo Shaikh 🇺🇸 retweeted
Jun 4
I've added a new question to the list I consider during office hours with YC startups. As well as "Can we induce network effects?" and "Would it make sense to go full-stack?" I now ask "Can we make this AI-proof?" Can we ensure this company still exists if AIs do most work?
147
101
1,916
135,378
Jun 4
the most valuable thing in sports (and prob society) right now is proof that work still beats the genetic lottery, and Jalen Brunson is the carrying it (literally on his back last night against the Spurs)
the NBA is drowning in size and freak athleticism. wemby is a 7-foot miracle you can admire and never become. JB is listed at 6’2”, generously and last night he dragged the knicks back from 14 down on the road to steal game 1 from the team everyone picked. a whole city (lbh the world) sees itself in him because he’s the one man on that floor you could actually grow into.
everyone’s got the gifts but almost nobody left is living proof that the work alone still gets you to the top.
Bing MF Bong
51
85
1,474
243,009
Mo Shaikh 🇺🇸 retweeted
Jun 4
BING BONG 🏀🗽
The Knicks took Game 1 and New York showed up.
Madison Square Garden was rocking, Seventh Avenue belonged to the fans, and the new Knicks-themed subway station on Eighth Avenue became part of the celebration.
The Empire State Building lit up blue and orange as the city celebrated late into the night.
6
138
1,749
90,104
Jun 4
Private market valuation premiums are being questioned hard (inefficient markets ?)
This is creating a new opportunity for smarter next-gen structures and emerging managers.
3
9
2,298
Jun 3
America is the best at innovation, bar none, and the reason is that failure counts for something here.
It gets rewarded.
You take a big swing, you miss, and that miss makes you more backable, not less. That is not the case in most of the countries I've visited.
People credit America's edge to the best capital system in the world.
But the capital system is downstream of the culture.
The willingness to reward failure is what built the deepest capital markets that have ever existed, and it's why money keeps aggregating and flowing into American innovation.
And will for the foreseeable future
Jun 2
Left America in 2019. Since 2022, I’ve been going back 5–7 times a year. Quick thoughts during my first SF trip in a while:
The divergence between America and the rest of the world has now become impossible to ignore. America’s trifecta of: 1) innovation engine of commercially viable frontier tech; 2) unparalleled capital markets liquidity/maturity; and 3) increasingly productive top talent continue to pull ahead and is creating an explosion of productivity, innovation and wealth that simply isn't happening elsewhere at these speeds.
Flying back to Eurasia now feels like stepping into a time machine - with Developed nations stagnating, and Developing ones still trying to catch up.
2
3
17
1,830
Jun 1
Gen Z and probably gen Alpha have almost zero patience for insult to their intelligence.
They smell when something is engineered by committee and feel when IP is being stretched instead of loved.
I wonder how Disney and a lot of the large media companies/PEs eventually have to rebase long-term revenue expectations around older IP.
markets keep validating the same thing - new IP matters.
The most interesting is that winning new IP is coming from internet-native culture, creators, YouTube, gaming, Discord communities, and places traditional media executives historically didn’t take seriously. Backrooms is probably one of the clearest recent examples of that shift.
The next generation is deciding what becomes culture.
And culture has always been upstream of distribution.
May 31
🇺🇸 Hollywood spent 20 years trying to figure out what Gen Z wants.
Two YouTubers just answered for them.
Kane Parsons made a horror film for $10 million. It pulled $81.5 million in three days and beat Star Wars at the box office in its second weekend.
Curry Barker is 26. His film cost less than $1 million to produce. It made $26.4 million this weekend.
The studios with their $200M budgets, their focus groups, their IP franchises. outdrawn by 2 guys who learned filmmaking on YouTube.
Gen Z doesn't have a short attention span. They just have zero patience for content that insults their intelligence.
Source: NBC News
12
10
96
11,861
May 31
This is pretty cool, and a version of this for SMEs would be amazing too.
Happy to ship the first version of Hedgebook, powered by @Kalshi : an app showing how every SPX companies can hedge their core business risks using Kalshi event contract markets.
Event contracts and perpetual contracts consolidated into a single, onshore, regulated exchange is how we get to perfect Arrow-Debreu markets.
Thanks to @j0hnwang and @0x_ultra for inviting me to build this, and to Nicole from @KalshiResearch for inviting me to present the early frameworks at the Kalshi Research Conference in March.
11
7
69
10,029
May 29
Now that perps are “LeGaL” we’re gonna get cryptos largest market structures come onshore
Not worth these kind of a true financial innovation from a productive perspective of what they really brought to the table was liquidity. And that liquidity was mostly offshore because of the lack of regulatory clarity.
Reg is getting resolved
Kalshi getting BTCPERP approved through a CFTC-regulated DCM is the obvious playbook. And Coinbase is moving U.S. users into regulated crypto perps too.
Others are there too
Kraken bought Bitnomial. Crypto.com bought Nadex and Small Exchange years ago.
Multi-year go to market strategies coming to life finally
Historically everyone talked about UX differentiation but now it’s going to simply come down to the ownership of the regulated sack
Listing as a differentiator is completely gone.
As a builder / investor you should focus on latency, MMs, clearing, collateral, risk engines, liquidity routing, and the ability to connect onshore capital to offshore-style products all with a new compliance layer.
Enter chapter 1: beginning of the onshoring of crypto’s liquidity machine.
11
8
58
4,398