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.CZ 🔶 BNB, hosted by Ella Zhang, shared his thesis on backing mission-driven founders with relentless execution. The X investment, beyond championing freedom of speech, was a founder bet on long-term conviction and relentless execution. Today, we're watching that conviction compound across X, xAI, and SpaceX.

19,069 görüntüleme • 1 ay önce •via X (Twitter)

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CZ 🔶 BNB it’s great to see BNB Chain truly getting unleashed. So many great events happening ogle the founder of Glue is the advisor of world liberty and Glue is the partner of $Broccoli and will make broccoli accessible with ease in 180 countries. Strategies partnerships need to have use case and make sense and not to be used for hype as hype has no longevity or sustainability. $Broccoli is the first project to ever win the daily liquidity prize of 200k as well as the weekly prize of 500k (total 700,000$) by BNB Chain where CZ 🔶 BNB mentioned that he would add couple hundred BNB into liquidity to same of the round 1 weekly winners. Building matters and this is why $Broccoli is the only organic project that has earned it by building as a true CTO, not to mention $Broccoli is the only project to ever be listed on First Ledger. As well as the partnership which unlocks play, earn and learn crypto on Roblox unlocking education which could go hand to hand with Giggle Academy as $Broccoli already started “Broccoli academy” on there. And now we are talking on Roblox where there is 380 million active users monthly. What I’m really looking forward is Broccoli Park that will be released — a chill green zone where players can touch grass (digitally), relax, and meet our loyal Belgian Malinois (Broccoli)🐕💚 This is the community that has proven that true community can still win by building, this is the definition of building. And not using shortcuts and bribes for voting and many other short term strategies some other broccolis did, like sending over 1,500,000$ worth of tokens to CZ 🔶 BNB , CZ 🔶 BNB does not need that money and only wants to see community win. They thought they could bribe the man that spent the last decade building and making crypto a better place. But this also raises questions as the same project raised to 273mil in 13 seconds with only 43 members. If they send CZ 🔶 BNB over 1.5mil$ how much do these individuals that claim a CTO actually hold ? Non the less, the same project has also used the same logo and branding as $BROWNIE that was launched and managed by the same CTO team. Which was rugged at the time CZ released the real name of his dog. And now are using bribes and other unethical methods to win the vote. $Broccoli spent the whole time building while the noise was going around unbothered and focused on its mission and Will keep building to make this space a better place. Doing the right thing and being good always wins! CZ 🔶 BNB invented (4) Binance invented (SAFU) $Broccoli invented (Organic building ) Binance CZ 🔶 BNB Yi He BNB Chain $Broccoli ogle Glue

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NEW: How 137 Ventures Built a 1%+ Position in SpaceX Over 16 Years Interview with Justin Fishner-Wolfson, Co-Founder & Managing Partner One of the most underrated investment stories in tech: a contrarian approach that built one of the most consequential ownership positions in the industry. 137 quietly accumulated SpaceX since 2011, investing over 2 dozen times & never sold a share. Today the firm runs $15B+ AUM, deployed $1.7B last year, holds positions in 40+ companies, & has backed nearly 60 portfolio companies in company’s history. Big names include: SpaceX, Palantir, Uber, Anduril, Cognition, Brex, Impulse Space, Gusto, Ramp, & Hadrian. The thesis, circa 2011: companies would stay private longer. That bet built into one of venture's largest SpaceX positions, accumulated through secondaries and tenders. We cover: - Early SpaceX conviction - Buying the tender cadence - Why secondary, why now - Companies over categories - Cash on cash discipline - Passing on foundational models - Impulse Series D 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Justin Fishner-Wolfson, Co-Founder & Managing Partner at 137 Ventures (00:51) The story of SpaceX (02:50) Why companies are staying private longer (04:15) What Liquidity actually means for Founders and Employees (05:38) Why he left Founders Fund to start from scratch (06:23) $240B Secondaries market (07:01) What made SpaceX a generational bet (07:52) How the Falcon 9 made the entire Space Industry obsolete (10:59) When Starlink became the obvious winner (13:29) How 137 Ventures turns Conviction into Compounding (14:09) Backing SpaceX alumni: the Impulse investment (14:32) Will the secondary market keep growing? (15:15) Companies vs. Categories (16:25) Separating AI hype from long-term durability (17:47) How 137 Ventures is structurally different from traditional VC (22:19) SpaceX made blue collar workers rich (23:24) Ownership percentage vs. Cash on cash returns (24:31) The most memorable moments (25:43) The Third Falcon 1 Launch (26:55) Why test failures are actually a good sign (28:32) The biggest lessons from Elon and Gwynne (29:07) What's next for 137 Ventures

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