Acquiring durable businesses.
Joined October 2024
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Inversion retweeted
Santiago Roel Santos (@santiagoroel) returns to TOKEN2049 Singapore.
Founder and CEO of @inversion_cap. His pitch: Buy boring durable businesses and make them more efficient with technology. He’s on the frontier in exploring how crypto fits into making enterprises more efficient.
Tickets: token2049.com/singapore/tick…
Inversion retweeted
Digital Assets Are Working, Just Not How You Think with @santiagoroel founder @inversion_cap
00:00 Intro
01:52 What Does It Mean To Be In Digital Assets Today
04:22 Internet Nasdaq Parallel Playing Out Now
07:00 Inversion Fund Thesis Explained
09:44 Biggest Rounds Going To Fintech Not Pure Digital Assets
12:27 Why Incumbents Win Not Disruptors
15:00 Crypto Is Useful But Not Sufficient
18:33 Mark Was Good At Hiring Better At Firing
20:53 Crypto Touches Money In Your Face
23:10 Not Everyone Can Be Their Own Bank
Inversion retweeted
"I think this is a generational opportunity to go about build."
Santiago Roel Santos on the AI opportunity he calls generational:
"I tell my team: we can build massive businesses by acquiring smaller organizations, bringing them under one roof, and making them way more efficient."
"Give me something that takes 80 hours to produce. It might now take two hours, and you're still billing the exact same amount to the end customer."
"Similar to crypto, there's a massive opportunity to increase throughput and lower costs across most industries. It's incredibly exciting."
Inversion retweeted
Introducing the Transparency Alliance.
An industry-led alliance establishing the Token Transparency Framework as the standard for token market disclosures.
Inversion retweeted
The bull and the bear go head-to-head live on the Real-World Asset Summit stage in Cannes on March 31.
Fireside guests:
• @StaniKulechov - @aave
• @santiagoroel - @inversion_cap
Moderator:
• Colin Jones - @OuterlandsCap
Inversion retweeted
Santiago Santos of Inversion shares his perspective on the real benefactors of crypto.
"The CEO of Western Union is here because he realizes onchain settlement can save his firm billions on the float."
"That is the real Institutional FOMO."
@santiagoroel says we’ve transitioned from a retail-driven "buy the coin" market to an institutional "fix the P&L" market.
The pressure is coming from a "basket of public companies" that are already using these rails to outperform the S&P, forcing the old guard to either innovate or be liquidated.
Inversion retweeted
The disconnect between crypto adoption and token prices is at an ATH.
Despite the correction, most tokens are still overvalued and won’t recover to ATHs. Hyperliquid is the exception.
The alpha is in crypto-enabled equities. Founder-led companies like Figure, Nubank, and Robinhood will outperform.
I talked about it today live on @FINTECHTVglobal : fintech.tv/the-future-of-dig…
Inversion retweeted
Santiago R. Santos, Founder & CEO of Inversion:
“I think the biggest challenge of crypto has been over-indexing on the technology and not so much in go-to-market.”
“...the biggest challenge and opportunity is how can we make crypto invisible to the end user, but then really, really seeing the benefit of it.”
@santiagoroel @inversion_cap
Inversion retweeted
Crypto needs real GDP, not just speculation. @santiagoroel (Founder, @inversion_cap) returns to TOKEN2049 Dubai on 29-30 April.
He's acquiring operating businesses and embedding crypto rails for payments, efficiency, and UX. This is what mainstream adoption actually looks like.
Inversion retweeted
What if 2% of your monthly churn isn't really churn, it's just bad payment rails? Plug in your numbers: inversioncap.com/labs/calcul…
@inversion_cap
I obsess about payment infrastructure because it is a drag that shouldn't be there, and yet most accept it as a cost of doing business. Whether you're in SaaS, subscriptions, or any recurring business, payment infrastructure is a friction tax that eats into margins and unit economics. And it's about to get worse. AI is breaking the pricing model that card rails were built around.
Programmatic spend requires programmatic money, and credit cards are not that. I think this goes away. It is the single most impactful lever you can pull to improve the business. I built a calculator because it's easier to show how corrosive the current payment infrastructure is to SaaS than to explain it.
Full post: obviously.substack.com/p/the…
Inversion retweeted
INVERT DAS: @santiagoroel to speak at DAS NYC
Catch the Santi thesis live in NYC this March 24 - 26
Inversion retweeted
At @inversion_cap we are calling this crypto’s “invisible rails” phase
Inversion retweeted
Always great to hear the latest from my friend @santiagoroel, founder of @inversion_cap. I love his maniacal focus on driving efficiencies for companies by integrating them on his blockchain “highway.”
Every business eventually adopted the internet. Blockchain is next. ⏳
In this interview with Chris Perkins, Santiago Roel Santos explains why every business, over the next 25 years, will use blockchain the same way they adopted the internet... and this generational shift is already underway. 🌐
Watch the full interview 🎥👇
hubs.ly/Q03Y4svH0
@perkinscr97 @santiagoroel
#Blockchain #CryptoAdoption #FinTech #TechnologyTrends #Investing #Web3
Inversion retweeted
The end of crypto’s “golden age” and why it’s a good thing
blockworks.co/news/links-tra…
Inversion retweeted
If the tech is that great, why don't we have more active users onchain?
I went deep with @Austin_Federa on @ValidatedPod to discuss what's really holding back adoption...
Give it a listen: solana.com/podcasts/validate…
