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Joined January 2022
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Daniel P retweeted
The cheat code to startups is delusional confidence
No traction. Ugly metrics. Investors passing. Everyone says it won’t work
You still believe you’ll figure it out
Not blind to reality. Just sure you can change it.
Before product-market fit, you look insane
After, obvious.
hidden gem of a legit residency program in Miami for founders building something cool
southbound.focal.vc
pro tip: ping @amiine_afia if you are applying 😉
Daniel P retweeted
Building on nights and weekends? This is your push to do it full time 🚀
southbound.focal.vc
Anyone can build now. Few dare to aim big enough.
That's why we're launching Southbound W27 by @thelabmiami & @focal_vc today.
Code is now cheap, abundant, and written by machines. What’s scarce is real ambition, intelligence, compute, and distribution.
It's what Southbound is built for: To help the best technical founders think bigger and move faster from day 1.
We're now opening applications to the second cohort of our winter residency.
If you want to:
- Escape the cold
- Work on an absurdly ambitious problem, surrounded by your best technical peers
- Get weekly mentorship by unicorn founders
- Funding on an uncapped MFN SAFE (vs giving up 7%)
- $1M in perks and compute
- and much more
... then join us in Miami from Jan 11 - Apr 11 2027.
Southbound is:
- Limited to 10 spots (teams or solo founders)
- Fully in person in Miami
- 7 days / week in office.
The cohort is small by design: Instead of being a number in a big batch, you get a hand-picked group of your best peers, weekly dinners with unicorn founders, and real time with focal’s GPs.
Rolling admission until all 10 spots are filled / applications close Dec 11.
Apply asap (link in comments!)
@ayalstern | @DanielDarling | @amiine_afia | @wynwoodceo | @SydneyWasi
Daniel P retweeted
The annual 1kx Blockchain Revenue Report is out today.
Blockchain revenue is on track for $100B in 2026, down 28% with prices. Institutions and the broader economy now generate 30% of it. In Q3, broader-economy revenue passed blockchain infrastructure for the first time. Public companies earn 16%, up from 7% in 2022. A record 283 protocols paid token holders in Q3 through buybacks, burns or fee sharing.
The report covers 2,600+ protocols and 100+ public companies through Q3 2026.
Read it here: 1kx.capital/writing/revenue-…
This model of celebrating every exit should be rethought
Most assume that a massive exit equals to a generational wealth creation.
And sometimes it does, but many times founders and the team get "just" a new job after grinding for years and raising millions...
88% of VC-backed founders get $0 at exit.
Wharton + Zurich study of 157k startups and 248k founders (1987–2025).
Not “most startups fail.” Even when the company exits, liquidation preferences and founder churn wipe people out. Top 1% take 79% of everything.
The equity lottery is rigged harder than people admit.
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Daniel P retweeted
went mildly viral on linkedin last week for posting a picture of me handing out a one-pager to a cto explaining why he should hire me… and well, I have some thoughts.
every startup out there says they want people who didn't take the ordinary path, but then their JD says “ex-consulting, PE/VC, or IB preferred.”
i don't have any of them, and it feels impossible to break through these barriers. the job search has completely dismantled my self worth and made me question every single decision I’ve taken.
why didn’t I just do one year of consulting? Instead of moving to Berlin to work for random startups.
why didn’t I choose finance? Instead of jumping around ops roles with undefined tasks.
why didn’t I do an online coding course? Instead of studying data science for two years at 26 y/o.
this is not a pity party. I believe I’ve done difficult things in the last 5 years, taken risks that my peers would never take and had quite a few pinch me moments. i would just like recruiters to see the big pictures instead of focusing on badges and labels.
anyway, still looking.
