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Ownership Report #10: Credible (Credible) Credible just announced its MetaDAO raise, and we caught Shrii, the founder, minutes after it went live to walk through the terms, the numbers, and the roadmap. Full breakdown below: 0:00 Welcome and the raise going live 0:56 What Credible is in two minutes...

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Ownership

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Today on MCG $CRED | Credible w/Shrii Credible is a global payments business growing 29% MoM and generating $3.5M per year in run rate revenue. As of this post, they've raised $17.5M through MetaDAO, ~9x oversubscribed! Highlights from our wild interview: 00:46 - The raise oversubscribed within 3 minutes (live on stream) 03:21 - Team background 05:27 - The false start 07:00 - Organic pivot 07:57 - $800M+ in total volume, 1.8M in gross revenue since September 08:44 - 29% month-on-month for six months, 32M in December to $146M in June 09:11 - Where the volume comes from 10:14 - The wedge 11:14 - The model + mechanics 17:35 - Economics 31:53 - "We aim for Stripe, but for modern businesses" (prediction markets, stablecoin fintechs, gaming, creator apps) 36:33 - Identity 38:25 - The Solana story 41:42 - Net revenue accrues to the treasury instead of drawing out monthly
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Today on MCG $CRED | Credible w/Shrii Credible is a global payments business growing 29% MoM and generating $3.5M per year in run rate revenue. As of this post, they've raised $17.5M through MetaDAO, ~9x oversubscribed! Highlights from our wild interview: 00:46 - The raise oversubscribed within 3 minutes (live on stream) 03:21 - Team background 05:27 - The false start 07:00 - Organic pivot 07:57 - $800M+ in total volume, 1.8M in gross revenue since September 08:44 - 29% month-on-month for six months, 32M in December to $146M in June 09:11 - Where the volume comes from 10:14 - The wedge 11:14 - The model + mechanics 17:35 - Economics 31:53 - "We aim for Stripe, but for modern businesses" (prediction markets, stablecoin fintechs, gaming, creator apps) 36:33 - Identity 38:25 - The Solana story 41:42 - Net revenue accrues to the treasury instead of drawing out monthly

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E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks
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🎙️ New The Edge Podcast ⏳⚡️ Can Blockspace Futures Lead To A Gasless, Real-Time Ethereum? 0:00 - Intro 2:03 - Kevin’s background 7:18 - Why Ethereum 9:45 - The vision for ETHGAS 10:26 - Understanding real-time Ethereum 12:40 - Impact on DeFi protocols like Uniswap Labs 🦄 21:14 - Supporting the L2 roadmap 24:20 - Eliminating MEV and disrupting 28:30 - Tradeoffs 34:24 - Competition 40:06 - Revenue potential and monetization 44:20 - Roadmap and rollout for ETHGAS 45:56 - Early partners like ether.fi 47:19 - Discussions with EF 49:01 - Closing 🙏 Thanks to ETHGAS Founder Kevin Lepsoe for joining us!

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TradFi is onchain now, but what does it mean for DeFi? What will DATs do with their assets? Fresh off a $3M fundraise, RockSolid Network is bringing 1-click DeFi to the masses. Co-founder Steven Pack | RockSolid joined @Moeeinvest for more on vaults, Aave, credible neutrality, & how DATs will deploy on‑chain. This is one episode you will NOT want to miss! Timestamps: 00:00 – Intro, disclaimers (educational only; not financial advice) 01:30 – TradFi goes on-chain: Stripe/Tempo, Nasdaq, Robinhood 07:10 – Why ETH’s credible neutrality matters 12:20 – Liquid staking overview 20:40 – Funding rates, LSTs, liquidations 25:30 – RockSolid vaults: one-click UX 33:15 – Strategy deep dive 40:00 – Fees and security 46:20 – Multi-chain plans 51:10 – Negotiating incentives and integrations for rETH 56:00 – DAT treasuries and institutional DeFi 1:01:30 – Demo highlights and how to get started DM to get on the show!

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LIVE NOW - How Futarchy Ends the Rug Pull Era Futarchy flips token governance on its head. Decisions aren’t voted on, they’re traded on. We got Felipe Montenegro (Felipe Montealegre) and Proph3t, co-founder of MetaDAO on the podcast to explore how market-driven governance can eliminate rug pulls. Futarchy is here to create true shareholder protections on-chain, unlocking the next era of crypto capital markets. -------------- TIMESTAMPS 0:00 Intro 1:51 What is Futarchy? 7:04 US Capital Markets vs Futarchy 9:17 Futarchy Incentives 14:39 Futarchy Market Participants 18:43 A New Form of Governance 21:37 Liquidity & Insider Participation 26:41 Futarchy Genesis 34:09 Crypto Rugs 52:26 Trustworthy Tokens 57:41 Umbra Example 1:05:18 MetaDao 1:12:01 Unrugable Tokens 1:17:22 Regulation 1:23:12 What’s Next? 1:25:28 Closing & Disclaimers

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Okay, people. Chris Kemp and I got the band back together to talk Wild, Wild Space and Astra's $80m raise and return to the pad. Full episode of the pod here on X Timestamps 0:00:00 Introduction & Guest Chris Kemp 0:01:18 Astra's Journey and Current State 0:08:01 Taking Astra Private 0:10:17 New Leadership and Space Force Collaboration 0:12:18 Rocket Industry Landscape 0:14:22 Shifting to Larger Satellites 0:15:15 DoD Drone Launch Contract 0:21:19 Vision of Global Spaceports 0:24:25 Satellite Constellations and Dual Use 0:26:36 Global Telecom & Space Race 0:30:01 Open Standards & Space Interoperability 0:31:14 Life After Going Private 0:32:17 Lessons from the SPAC Era 0:34:03 Focusing on Rocket 4 0:36:15 Balancing Speed and Reliability 0:40:06 The Cost of Innovation 0:42:21 Fundraising and Customer Commitment 0:44:12 The Satellite Engine Business 0:45:09 Decentralized Constellation Vision 0:50:14 Future Plans and Series B 0:52:21 Why Kemp Keeps Going 0:54:20 What’s Next for Astra 0:56:06 Thoughts on the Competition 0:59:13 Sideways Rocket Explained 1:00:15 Vision for NASA's Future
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Okay, people. Chris Kemp and I got the band back together to talk Wild, Wild Space and Astra's $80m raise and return to the pad. Full episode of the pod here on X Timestamps 0:00:00 Introduction & Guest Chris Kemp 0:01:18 Astra's Journey and Current State 0:08:01 Taking Astra Private 0:10:17 New Leadership and Space Force Collaboration 0:12:18 Rocket Industry Landscape 0:14:22 Shifting to Larger Satellites 0:15:15 DoD Drone Launch Contract 0:21:19 Vision of Global Spaceports 0:24:25 Satellite Constellations and Dual Use 0:26:36 Global Telecom & Space Race 0:30:01 Open Standards & Space Interoperability 0:31:14 Life After Going Private 0:32:17 Lessons from the SPAC Era 0:34:03 Focusing on Rocket 4 0:36:15 Balancing Speed and Reliability 0:40:06 The Cost of Innovation 0:42:21 Fundraising and Customer Commitment 0:44:12 The Satellite Engine Business 0:45:09 Decentralized Constellation Vision 0:50:14 Future Plans and Series B 0:52:21 Why Kemp Keeps Going 0:54:20 What’s Next for Astra 0:56:06 Thoughts on the Competition 0:59:13 Sideways Rocket Explained 1:00:15 Vision for NASA's Future

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BREAKING: Spanish Factorial has JUST raised a WHOPPING $150m Series D at $2.5bn valuation! 🇪🇸 The round was led by General Catalyst (Pranav Singhvi), who have also committed an additional $540m through its Customer Value Fund. This is AMAZING news for one of the top companies coming out of Spain. I spoke to Founder and CEO Jordi and discussed: 0:00 - Introduction 0:21 - General Catalyst invests $150m in Factorial 1:10 - Why raise capital now? 2:28 - The relationship with General Catalyst 3:55 - How the Customer Value Fund works 5:24 - From HR software to AI-native workforce operations 9:00 - Leading AI transformation inside a company 11:18 - Why Europe is a great place to build 13:16 - Barcelona’s startup ecosystem 15:52 - Lessons from Silicon Valley 18:21 - Building a company for the long term 19:57 - What Factorial looks for when hiring Congrats Jordi Romero, Bernat Farrero, Pau Ramon Revilla, and the rest of the Factorial team!
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BREAKING: Spanish Factorial has JUST raised a WHOPPING $150m Series D at $2.5bn valuation! 🇪🇸 The round was led by General Catalyst (Pranav Singhvi), who have also committed an additional $540m through its Customer Value Fund. This is AMAZING news for one of the top companies coming out of Spain. I spoke to Founder and CEO Jordi and discussed: 0:00 - Introduction 0:21 - General Catalyst invests $150m in Factorial 1:10 - Why raise capital now? 2:28 - The relationship with General Catalyst 3:55 - How the Customer Value Fund works 5:24 - From HR software to AI-native workforce operations 9:00 - Leading AI transformation inside a company 11:18 - Why Europe is a great place to build 13:16 - Barcelona’s startup ecosystem 15:52 - Lessons from Silicon Valley 18:21 - Building a company for the long term 19:57 - What Factorial looks for when hiring Congrats Jordi Romero, Bernat Farrero, Pau Ramon Revilla, and the rest of the Factorial team!

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DROPS E33: Edison from Based: The Robinhood of Hyperliquid and why AI Agents Need Wallets Edison is a co-founder of Based, a non-custodial trading platform built on top of Hyperliquid. We discuss the four pivots he went through, the fraud attack that wiped out profitability, and a $200K-in-the-bank moment where he had to decide whether to keep going or walk away - and the numbers now speak for themselves. $40B in trading volume and $50M in revenue in under 8 months. We talk about: - Losing 95% of his net worth in the Terra/Luna collapse in 2022 - Four pivots in four years - from DeFi yield protocol, to stablecoin payment gateway, to crypto card issuer, to where Based is today - Why builders in crypto need to also be traders - How Based monetises on top of Hyperliquid - The three buckets of crypto traders - retail, retail pro, and pro - Why AI agents are the next massive wave of wallet users - The fraud attack in April 2024 that wiped out a profitable card business overnight And much more.... Timestamps: 0:00 - Introduction 1:08 - Welcome to DROPS 1:47 - Who are you? 2:20 - What is Ziliqa? 3:42 - Ziliqa Joining Story 6:04 - Inspiration to build own project 8:16 - LUNA and the Promises 10:04 - Building in Terra ecosystem 11:37 - Terra Crash 13:10 - Hyperliquid X Terra 13:50 - The Recovery Playbook 17:04 - Builder vs Trader? 20:26 - How to raise funds? 31:05 - Hit by a Fraud 34:17 - Motivation for Builders 37:54 - What is BASED? 38:53 - Builder's Code 39:37 - Comparisons with Binance and Coinbase Pro 40:41 - Importance of Social Variety 42:33 - From Last Shot to $15M Revenue 44:06 - Role of Ethena in HyENA 44:53 - Believe in yourself 46:48 - What different BASED is doing with perps? 49:57 - BASED AI Gateway 54:51 - Outro
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DROPS E33: Edison from Based: The Robinhood of Hyperliquid and why AI Agents Need Wallets Edison is a co-founder of Based, a non-custodial trading platform built on top of Hyperliquid. We discuss the four pivots he went through, the fraud attack that wiped out profitability, and a $200K-in-the-bank moment where he had to decide whether to keep going or walk away - and the numbers now speak for themselves. $40B in trading volume and $50M in revenue in under 8 months. We talk about: - Losing 95% of his net worth in the Terra/Luna collapse in 2022 - Four pivots in four years - from DeFi yield protocol, to stablecoin payment gateway, to crypto card issuer, to where Based is today - Why builders in crypto need to also be traders - How Based monetises on top of Hyperliquid - The three buckets of crypto traders - retail, retail pro, and pro - Why AI agents are the next massive wave of wallet users - The fraud attack in April 2024 that wiped out a profitable card business overnight And much more.... Timestamps: 0:00 - Introduction 1:08 - Welcome to DROPS 1:47 - Who are you? 2:20 - What is Ziliqa? 3:42 - Ziliqa Joining Story 6:04 - Inspiration to build own project 8:16 - LUNA and the Promises 10:04 - Building in Terra ecosystem 11:37 - Terra Crash 13:10 - Hyperliquid X Terra 13:50 - The Recovery Playbook 17:04 - Builder vs Trader? 20:26 - How to raise funds? 31:05 - Hit by a Fraud 34:17 - Motivation for Builders 37:54 - What is BASED? 38:53 - Builder's Code 39:37 - Comparisons with Binance and Coinbase Pro 40:41 - Importance of Social Variety 42:33 - From Last Shot to $15M Revenue 44:06 - Role of Ethena in HyENA 44:53 - Believe in yourself 46:48 - What different BASED is doing with perps? 49:57 - BASED AI Gateway 54:51 - Outro

MR SHIFT 🦁

34,801 Aufrufe • vor 5 Monaten

New greenpill.network pod today with @thedevanshmehta about Deep Funding, a new AI-powered funding mechanism that combines human evaluation and prediction markets to allocate resources for open-source projects. Topics: 1. how Deep Funding scales human judgment, 2. prevents Sybil attacks, 3. and creates a fair, dynamic “price feed” for public goods. 4. Devansh shares insights from the pilot run, the results of the data-science competition, and how the model will power Gitcoin Grants 24 #GG24 Timestamps: 00:00 – Intro: Welcome to the Greenpill Podcast – exploring tech, coordination & Protopia 00:45 – Introducing guest Devansh Mehta, AI & Public Goods Lead at the Ethereum Foundation 01:20 – What is Deep Funding and why it matters 02:00 – How Deep Funding scales human evaluations with AI models 02:45 – Overview of the pilot run and what was tested 03:20 – How the mechanism works: human jurors + model builders 04:30 – The White Hat Sybil attack and what it revealed 05:40 – How Deep Funding integrates data science competitions and prediction markets 06:50 – Results of the pilot: weighted funding for 45 open-source repos 07:30 – Creating a credibly neutral funding system with unequal weights 08:40 – Comparing Deep Funding with Protocol Guild and other mechanisms 09:20 – Building a strong community of AI developers and human jurors 10:30 – The role of jurors and models in fair evaluation 11:10 – What’s next: expanding to 90 repos in Gitcoin Grants 24 (GG24) 11:50 – Funding pool: $350K from Ethereum Foundation & Gitcoin 12:30 – Challenges of distributing capital efficiently and fairly 13:20 – Moving to GitHub repo-level governance: who controls the funds? 14:40 – Two models of spending: splits contracts vs counterfactual wallets 15:40 – Lessons from past Gitcoin funding rounds 16:20 – Why Deep Funding focuses on units of work, not organizations 17:20 – Avoiding distortions and improving fairness in funding 18:10 – The vision: creating a live price feed for public goods 19:10 – How prediction markets price open-source value 20:30 – Self-correcting market behavior and real-time adjustments 21:20 – Subsidies and liquidity: bootstrapping active participation 22:10 – Balancing liquidity levels to prevent manipulation 23:00 – What’s next for Deep Funding: refining future iterations 23:40 – Shoutout to the model builders and competition winners 24:20 – Where to learn more: & 25:00 – Closing: the future of AI, governance, and funding what matters If you’re curious about the intersection of AI, governance, and funding public goods, this conversation is for you. And participate in GG24 at
25:41

New greenpill.network pod today with @thedevanshmehta about Deep Funding, a new AI-powered funding mechanism that combines human evaluation and prediction markets to allocate resources for open-source projects. Topics: 1. how Deep Funding scales human judgment, 2. prevents Sybil attacks, 3. and creates a fair, dynamic “price feed” for public goods. 4. Devansh shares insights from the pilot run, the results of the data-science competition, and how the model will power Gitcoin Grants 24 #GG24 Timestamps: 00:00 – Intro: Welcome to the Greenpill Podcast – exploring tech, coordination & Protopia 00:45 – Introducing guest Devansh Mehta, AI & Public Goods Lead at the Ethereum Foundation 01:20 – What is Deep Funding and why it matters 02:00 – How Deep Funding scales human evaluations with AI models 02:45 – Overview of the pilot run and what was tested 03:20 – How the mechanism works: human jurors + model builders 04:30 – The White Hat Sybil attack and what it revealed 05:40 – How Deep Funding integrates data science competitions and prediction markets 06:50 – Results of the pilot: weighted funding for 45 open-source repos 07:30 – Creating a credibly neutral funding system with unequal weights 08:40 – Comparing Deep Funding with Protocol Guild and other mechanisms 09:20 – Building a strong community of AI developers and human jurors 10:30 – The role of jurors and models in fair evaluation 11:10 – What’s next: expanding to 90 repos in Gitcoin Grants 24 (GG24) 11:50 – Funding pool: $350K from Ethereum Foundation & Gitcoin 12:30 – Challenges of distributing capital efficiently and fairly 13:20 – Moving to GitHub repo-level governance: who controls the funds? 14:40 – Two models of spending: splits contracts vs counterfactual wallets 15:40 – Lessons from past Gitcoin funding rounds 16:20 – Why Deep Funding focuses on units of work, not organizations 17:20 – Avoiding distortions and improving fairness in funding 18:10 – The vision: creating a live price feed for public goods 19:10 – How prediction markets price open-source value 20:30 – Self-correcting market behavior and real-time adjustments 21:20 – Subsidies and liquidity: bootstrapping active participation 22:10 – Balancing liquidity levels to prevent manipulation 23:00 – What’s next for Deep Funding: refining future iterations 23:40 – Shoutout to the model builders and competition winners 24:20 – Where to learn more: & 25:00 – Closing: the future of AI, governance, and funding what matters If you’re curious about the intersection of AI, governance, and funding public goods, this conversation is for you. And participate in GG24 at

owocki’s gitcoin 3.0 arc

12,981 Aufrufe • vor 10 Monaten

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments
51:27

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

Constantin Kogan

31,611 Aufrufe • vor 4 Monaten

Since founding the firm in 2006, Brett has completed more than 90 acquisitions, compounded revenue at over 30% annually and built a business expected to generate roughly $50 million in EBITA in 2026. My conversation with Brett Kelly, the founder and CEO of Kelly Partners Group. Enjoy. Timestamps: 0:00 Brett's early years and losing his job at 22 3:57 Writing to 80 successful Australians while unemployed 9:13 The moment Brett decided to start his own firm 12:24 Launching Kelly Partners with a clear long-term vision 13:22 Inspired by Disney, McDonald's, Ritz-Carlton & Berkshire Hathaway 17:10 Choosing the right clients and creating a business system 18:36 The 204-step operating system 19:01 The acquisition strategy: becoming #1 or #2 in local markets 24:05 Winning clients through a differentiated value proposition 28:27 Lessons learned from 95 acquisitions 29:06 Why the 51/49 ownership model works 31:39 What types of firms Kelly Partners acquires 32:59 Capital allocation and building a capital-efficient roll-up 34:30 Doubling profits after acquisitions: the biggest lever 36:28 Permanent capital vs. traditional private equity 37:20 The biggest challenge today: financing growth 37:53 Kelly Partners' 17-step hiring process 38:28 Building a global accounting platform 39:45 Focus, systems and operating at world-class standards 43:05 How accountants can genuinely improve people's lives 44:24 Final thoughts on leadership, culture, and making a difference 45:32 30% revenue CAGR, 35% book value growth & 90+ acquisitions
46:56

Since founding the firm in 2006, Brett has completed more than 90 acquisitions, compounded revenue at over 30% annually and built a business expected to generate roughly $50 million in EBITA in 2026. My conversation with Brett Kelly, the founder and CEO of Kelly Partners Group. Enjoy. Timestamps: 0:00 Brett's early years and losing his job at 22 3:57 Writing to 80 successful Australians while unemployed 9:13 The moment Brett decided to start his own firm 12:24 Launching Kelly Partners with a clear long-term vision 13:22 Inspired by Disney, McDonald's, Ritz-Carlton & Berkshire Hathaway 17:10 Choosing the right clients and creating a business system 18:36 The 204-step operating system 19:01 The acquisition strategy: becoming #1 or #2 in local markets 24:05 Winning clients through a differentiated value proposition 28:27 Lessons learned from 95 acquisitions 29:06 Why the 51/49 ownership model works 31:39 What types of firms Kelly Partners acquires 32:59 Capital allocation and building a capital-efficient roll-up 34:30 Doubling profits after acquisitions: the biggest lever 36:28 Permanent capital vs. traditional private equity 37:20 The biggest challenge today: financing growth 37:53 Kelly Partners' 17-step hiring process 38:28 Building a global accounting platform 39:45 Focus, systems and operating at world-class standards 43:05 How accountants can genuinely improve people's lives 44:24 Final thoughts on leadership, culture, and making a difference 45:32 30% revenue CAGR, 35% book value growth & 90+ acquisitions

PrivateEquityGuy (Mikk Markus)

55,835 Aufrufe • vor 2 Monaten

He's built 2 companies that have reached over $1B+ in FDV each, and continues to build the future of gaming. I sat down with Jihoz.ron, co-founder of Ronin and Axie Infinity, to discuss leadership, marketing, the future of crypto & more. 00:00 Coming up 1:17 Who's Jihoz, and what has the journey been like 2:25 How was it starting Axie and Ronin 4:17 Why was Axie such a success 6:50 How Axie went to market and gathered mass attention 9:40 New Aixe MMO coming soon 11:50 Who Jihoz looks up to in business 14:15 Why do you think businesses shut down so easily in web3 16:20 How to spot teams with strong potential 18:00 Traits of successful founders 20:20 Biggest lessons after build 2, $1B+ companies 22:54 How was it being invite to have dinner with Trump 24:30 Thoughts on another mass onboarding phase of crypto 26:45 What the future looks like for Jihoz 30:25 One piece of advice for founders building today
32:52

He's built 2 companies that have reached over $1B+ in FDV each, and continues to build the future of gaming. I sat down with Jihoz.ron, co-founder of Ronin and Axie Infinity, to discuss leadership, marketing, the future of crypto & more. 00:00 Coming up 1:17 Who's Jihoz, and what has the journey been like 2:25 How was it starting Axie and Ronin 4:17 Why was Axie such a success 6:50 How Axie went to market and gathered mass attention 9:40 New Aixe MMO coming soon 11:50 Who Jihoz looks up to in business 14:15 Why do you think businesses shut down so easily in web3 16:20 How to spot teams with strong potential 18:00 Traits of successful founders 20:20 Biggest lessons after build 2, $1B+ companies 22:54 How was it being invite to have dinner with Trump 24:30 Thoughts on another mass onboarding phase of crypto 26:45 What the future looks like for Jihoz 30:25 One piece of advice for founders building today

Juan

17,203 Aufrufe • vor 1 Jahr