Investing @BITKRAFTVC | Prev. pro Fortnite top 25 valorant

Joined April 2019
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Pinned Tweet
7 Feb 2022
Lifes crazy❗️ @AzukiZen @ZZZAGABOND
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77% AOV growth so far this year compared to this time last year (and growing). We’re mindful of not just buying growth with marketing. The goal is building a durable business by relentlessly improving the product. Our AOV trend tells the story better than anything else: users are getting dramatically more confident spending higher cart values with Dupe at their side and its because the product got better not because we cranked ad spend. The secret is we disrupt ourselves constantly. Every other month or two we’re willing to rethink core assumptions, ship risky changes, and rebuild things from scratch if needed. Most experiments don't move the needle, but the learnings compound until one changes the trajectory of the company. The unlocks so far have been: → AI that understands shopping intent more accurately than leading foundation models and shopping startups alike → Superior product matching algorithms that understand shoppers' preferences → Deep investment in making our partners more money with each click → 1B products processed across 1M stores → Major UX upgrades across the experience → Major investments in growing the team Dupe is the only consumer AI shopping platform purpose-built to compound buyer conviction over time. We're hiring in NYC (or tri-state) btw. We need: - iOS Eng - API Eng - SRE - Head of Creator - AI Systems Eng - Product Designer - Executive Assistant - Growth Marketer - Lifecycle Marketer solana:fRfKGCriduzDwSudCwpL7ySCEiboNuryhZDVJtr1a1C
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I always dreamed to make proper hard sci-fi. It been around my head for years - to bring life to new universe with predicting-the-future approach. And, of course, add something new to the genre as I did with Tarkov. Now my life has become twice as difficult. I decided to rush in with the thought: what if more time passes and I no longer can or want to do anything new? Frago is being developed by separate company that I created, full of great ppl around the globe. Escape from Tarkov is my life and I'm continue working on it too with my BSG family no matter what. Tarkov for life. Frago is the new adventure that I want to share with you. Thank you for your support and long live hardcore!
Welcome to Fragmentary Order. Fragmentary Order is a hardcore sci-fi FPS set in 2251. Warfare is systemized. Your position in it is yours to build. Visit fragmentaryorder.com for more info. youtu.be/-HXp0KTNBm4?si=P7Fz…
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The consumer tech landscape just hit a massive inflection point: In 2025, non-gaming apps officially out-earned games for the first time. 🧵
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When prediction markets hit $60B in volume, the integrity question becomes impossible to ignore. 👇🧵
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DraftKings, Robinhood, now Underdog. Owning the rails is the meta
Some prediction market deal news: Fantasy sports company Underdog has acquired Aristotle’s CFTC-regulated exchange and clearinghouse licenses. Aristotle will continue to operate PredictIt, one of the OG political betting markets. More on @TheTerminal
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Lots of great bits in here on where the space is moving. Feels like we’re still in the first inning
We just published the Prediction Index Annual Report 2025–2026. 👉predictionindex.xyz/annual-r… Over the past year we tracked 268 projects, $120B in cumulative volume, and 115k live markets across the prediction market ecosystem. The report is a collection of essays from builders in the trench, researchers, traders - those who dive into market structure, research process, trading execution and see how programmable probability is reshaping our politics, culture, and trading in real-time. We cover topics like competitive market design and infra, monetization innovation, proxy hedging, oracle, liquidity and more. Read the full report here: predictionindex.xyz/annual-r… Huge thanks to the main contributors who made this possible: @lililashka @MartonBorsos @ericsports from @predictionindex @probabilitygod @Inframarkets @MarcinRedStone from @redstone_defi @justigor from @functionspaceHQ @AliHabbabeh from @xomarket @JustinHerzig from @EstablishtheRun @gianlucapanz from @predikapp @drealblaise @hanami_foresee And appreciation to frens who supported the thinking, reviewed drafts, and shared ideas along the way: @NathanWorsley_ from @Euphoria_fi @dimahorshkov from @trylimitless @thib0ault from @Polymarket @meleemarkets
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Excellent piece from my colleague Ben on why the durable AI advantage is shifting from models to the environments they learn and operate within.
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Just the beginning of agentic entertainment
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Came across this stat in a WaPo article from October: 82% of bets placed by 21–24 year olds are parlays. A 5-leg parlay wins ~3% of the time (assuming 50% chance on each leg), with a ~21% house edge... The purest expression of the get-rich-quick mindset gripping my age group. Small stakes, asymmetric upside, and knowingly poor odds.
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12 Nov 2025
$ORE shows how a clean primitive with strong tokenomics could spark an entire onchain economy Its rise has been fast — catching many by surprise Our thoughts on why this matters, how this might evolve, and why we’re holders. Plus, a fun alt frontend I built 🧵👇
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3 Nov 2025
For the last 6 months, we’ve prototyped Donut, with 100,000 visionaries on the waitlist to co-create the interface for the financial internet. Today, we're excited to announce that We raised $22M to build the world's first agentic crypto browser for trading. Money doesn’t sleep. Keep it growing. (1/15)
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The date is in. The ticker is $BMB. 11/06/25 @Metaplex Genesis Token Presale
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We’re proud to back @miranetwork as they successfully launch the $MIRA token today.
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Mira Mainnet is Live. The trust layer for AI has arrived.
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26 Sep 2025
Mira Mainnet is Live. The trust layer for AI has arrived.
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22 Sep 2025
The ticker is $MIRA Nothing else matters.
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5 Sep 2025
Pokemon Card Gambling Exposed 👮 Trading card repack platforms have exploded recently - generating tens of millions in volume, going viral, and launching tokens with 9-figure FDVs, but some simple research suggests they aren’t all that meets the eye. As founder of Boxed, a similar repack style platform, I've observed sketchy practices across the industry. These platforms at best lack transparency; at worst, they're scamming users. Before spending on Courtyard, Collector Crypt, Phigitals, Dyli, Arena Club, or even my platform ( @boxedhq ), consider these issues. You might think twice. I’ll break down these shady dealings topic by topic, and show you how we have approached each with my own platform, Boxed, to give some contrast on what I believe is the ethical and fair way to implement these services. Transparency 👀 Transparency is by far the biggest issue with every single one of these sites, and it breaks down into two main issues: randomness and odds. Odds ⚖️ Every single repack site is entirely untransparent with the displayed odds. The key issue is that you don’t know the exact odds of what you can win, you are only presented with ranges. When users see "15% chance for $5-$15 item," they assume even distribution (average $10 value). Platforms even display expected value (EV) based on this assumption, often claiming that you are infinitely profitable opening their packs (this doesn't even pass the sniff test). The reality is, there is no way to know whether the odds ranges are evenly distributed or not. A preliminary look into the on-chain data of some of these platforms indicates that the odds tables are weighted toward the low end of the value range. I will continue to investigate the data to get more conclusive evidence, and follow up with any relevant insights. In addition to this obfuscation, they don’t even show you the full list of items you could win. They just dangle the “top pulls” in front of you to mask the fact that the majority of items are uninteresting, overpriced and of poor condition. What we do on Boxed: We display the exact % chance for every single item (rare and common) in every experience we offer. Complete transparency with no compromise: Randomness 🎲 None of these platforms implement a means of verifiable randomness. Some claim to use VRFs, while others have no mention of randomness anywhere on their website. This is a critical issue on any RNG based platform… Without verification, what prevents rigging? How can you trust your luck is genuine? This problem isn't new… online pack opening has existed for over a decade (see: CS:GO skin sites). These sites implement "provably fair" systems, the regulatory standard for licensed casinos. Many non-casino products adopt this for customer trust. This has been the gold standard for many years, with no flaws. So why do these pack opening platforms go out of their way to implement a less transparent system? Even utilizing an on-chain VRF like Chainlink does not ensure any fairness or transparency for customers. It only ensures that a third party is handling the RNG. It’s not clear how the centralized platforms use this RNG outcome once delivered. What we do on Boxed: Every single item in every experience has a specific integer range that corresponds to the random algorithm labeled “provably fair range”. Using our provably fair system documented on our website (link in comments), you can verify that every item you opened was by random chance via our open sourced algorithm. Regulatory Compliance 🧑‍⚖️ Each of these platforms violate US state and federal laws, plus international regulations. US gaming law (as well as many other jurisdictions) identifies illegal lottery through three elements: Prize: Items have marketable value? (are they worth something) Consideration: Do you have to put up something of value? Chance: Is the outcome prize determined by randomness? All platforms meet these criteria - they're illegal lotteries operating nationwide. You might be saying to yourself “who cares, crime is legal in the current regulatory environment! It's all crypto anyway!” To that, you are unfortunately wrong, because although federal enforcement might be relaxed, each state has its own gaming authority, and many states are known to go after platforms like these that offer illegal services to their constituents. The penalty for this offence is commonly prison. I've been made aware of multiple reports to state gaming authorities for multiple of the listed platforms. So the conclusion to be drawn is that all these platforms are very likely illegal lottery (not legal advice, I'm not a licensed lawyer). Even worse, they are all also offering their services to every state in the US. In addition to this, some of these platforms provide no measures to deter money laundering, terrorism or harm to children. I can only speculate how these platforms could be used illicitly, but the fact that no measures are taken to try to prevent bad actors is not a good look. What we do on Boxed: We have taken a compliance first approach with Boxed. We have spent six to seven figures on our legal strategy to ensure we are not breaking any laws anywhere we operate. We have worked with lawyers who frequently represent Fan Duel, Bet365, and others. These lawyers have written detailed legal opinion letters stating that we are legal in every jurisdiction we operate in. This is how we have been able to secure VC backing from highly diligent firms as well as relationships with partners such as Nuvei and Stripe, who traditionally wouldn’t touch this category of business. Service💙 Many of these platforms fail on their core promise to customers: provide a fun pack opening experience, delivering customers the stated trading cards in the stated time frame. Although a large portion of CT seems to be using these platforms purely as crypto casinos with no care about the underlying asset, when a customer decides to redeem an item, reach out to support or interact at any other level with the services, they are often met with disappointment. Unfortunately, many of these platforms have not existed long enough or had enough customers to even have reviews online. Here are some of the reviews I could find: What we do on Boxed: In-house warehouse and logistics, partnerships with major TCG marketplaces, dedicated support staff, strict condition policies. We have spent years of development supporting hundreds of thousands of users, who have opened nearly 50m random packs shipping hundreds of thousands of cards. The repack industry is riddled with opacity, questionable practices, and regulatory violations. Whether you use these platforms for trading cards or treat them as crypto casinos, you deserve transparency about odds, verifiable randomness, and legal compliance. You also deserve to get what you pay for. Do your due diligence. Ask hard questions. Demand provable fairness. For those interested in more info about how Boxed goes above and beyond, I'll share a dedicated thread soon. Until then - know what you're buying into.
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11 Aug 2025
1/10 AI automation is a force multiplier, but "productive friction" is crucial for developing mastery in your chosen field With this philosophy in mind, I've been building internal tools for the BITKRAFT investment team. 🧵👇
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