Video engine on — We ramped up production across YouTube, Shorts, TikTok, and X clips; new workflows mean faster edits, clearer scripts, and consistent posting.
Cosmoverse, Split — Closed the month on the ground in Croatia with Polli (staking optimisation). Fewer attendees, higher intent; strong institutional curiosity around IBC.
Research is back — Published a Riverstone-branded paper on Turtle Club; after a long gap, it landed well (10k+ views on X) and rebooted our deep-dive cadence.
Pipeline steady — Active conversations across OTC/private placements and infra; several moved to next-step diligence following Cosmoverse meetings.
Three days of focused one-on-ones yielded faster cycles and clear follow-ups. Themes we heard repeatedly: banks and fintechs want IBC-grade interoperability; teams are prioritising validator selection and EVM↔Cosmos bridges earlier in roadmap planning.
Continued to work on high-quality OTC and private allocation opportunities (including L1-linked SPVs). Several threads advanced; allocations under review.
Over the last month, we secured ~one-third of the round and began onboarding four foundations to use the product (polli.co). We also opened several strong partnerships and new investor conversations off the back of event momentum.
Content team expanded — Weekly content production is now locked in (scripts → shoot → edit → publish), with weekly team sync calls to stay aligned.
BD machine — Ongoing outreach across LinkedIn, X, and Telegram—building relationships not only for client partnerships and projects, but also with new investors.
Video workflow — Iterated lighting, framing, and teleprompter-lite scripts to reduce retakes; standardised b-roll harvesting from event trips.
Creative stack — Used Midjourney to storyboard thumbnails and visual motifs; applied brand DNA across short formats.
Distribution setup — Spun up YouTube and TikTok pages for content distribution; we’ll share links on existing socials soon. Spent the month refining the right setup, content plan, and brand design/DNA for this media lane.
Cosmoverse 2025, signal over noise — Lighter crowd, heavier intent. Institutions (banks, payment apps) spoke regulation and adoption; many Cosmos insiders felt fatigued. Net: token liquidity is quiet, but IBC tech interest is loud in rooms that decide budgets.
$19B Forced Sell-Off (macro caution) — Charles Edwards highlights how high leverage + thin liquidity can create outsized liquidation cascades; next six months may reward conservative positioning while watching key trigger points.
Proof-of-Work refresher — Jack Mallers’ BTC Prague talk remains a masterclass on PoW fundamentals and why Bitcoin’s security model is uniquely durable—great reset piece for new teammates.
Less crowd energy, more execution energy—events with a tighter focus produce better BD.
Video is a repetitions game: scripts first, shots second; quality follows consistency.
Research + short-form clips reinforce each other; publishing cadence matters more than perfection.
Devconnect, Buenos Aires — We’ll be in Argentina for Devconnect in November. This also encompasses Staking Summit, which we’re excited to attend after the last Staking Summit in Dubai in May.
Zero-slippage infra (new client) — Kick off hands-on growth execution with the team (onboarding in November).
Convert Cosmoverse follow-ups into structured pilots and mandates; prioritise validator and bridge partners for infra clients.
Keep the video cadence weekly (minimum): one long-form, two shorts, and a LinkedIn/X recap thread.
Ship another research note (shorter format) and repurpose into a 3-minute explainer video.
Advance secondary/OTC opportunities; open interest list for Q4 allocations.
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