# recapping (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover recapping. Page: Feed: --- ## [Jul ‘26: Don’t Tokenize the Garbage](https://benlakoff.substack.com/p/jul-26-rwas) _2026-08-02 · Ben Lakoff · Deal Flow Digest_ Gm, Breaking format this month. ## [Kim Explain Things To Me: How To Read More](https://theblondemule.substack.com/p/kim-explain-things-to-me-how-to-read) _2026-07-17 · Kim Baldwin · The Blonde Mule_ Plus summer reading recs ## [June '26: The Marks Came Back (TVPI). The Cash Didn't (DPI).](https://benlakoff.substack.com/p/june-26-the-marks-came-back-tvpi) _2026-07-01 · Ben Lakoff · Deal Flow Digest_ Carta released its 1Q26 VC Fund Performance report & the headline is "Venture is back." We dig into what TVPI vs. DPI actually means for GPs and LPs heading into 2H26, who's winning & what it means for crypto venture specifically. ## [Notes From London and Paris](https://theblondemule.substack.com/p/notes-from-london-and-paris) _2026-06-26 · Kim Baldwin · The Blonde Mule_ Where I went, what I wore, what I learned ## [Post-Europe Catch Up Sesh](https://theblondemule.substack.com/p/post-europe-catch-up-sesh) _2026-06-05 · Kim Baldwin · The Blonde Mule_ Some things I've enjoyed lately ## [May ‘26: Ethereum’s Ballmer Era](https://benlakoff.substack.com/p/may-26-ethereums-ballmer-era) _2026-06-03 · Ben Lakoff · Deal Flow Digest_ Welcome to the May Deal Flow Digest. ## [Taurus Season](https://theblondemule.substack.com/p/taurus-season) _2026-05-08 · Kim Baldwin · The Blonde Mule_ Thoughts on turning 50 ## [Apr '26: The Honeypot Problem](https://benlakoff.substack.com/p/apr-26-the-honeypot-problem) _2026-04-30 · Ben Lakoff · Deal Flow Digest_ Your snapshot of every crypto / web3 funding round we tracked last month, plus some reckoning on the worst stretch DeFi has had in a long time. ## [Kim Explain Things To Me: Memoirs](https://theblondemule.substack.com/p/kim-explain-things-to-me-memoirs) _2026-04-17 · Kim Baldwin · The Blonde Mule_ 🗣️ Open the schools! ## [Mar'26: AI is Eating Crypto's Lunch (For Now)](https://benlakoff.substack.com/p/mar26-ai-is-eating-cryptos-lunch) _2026-04-01 · Ben Lakoff · Deal Flow Digest_ Gm! ## [Unlimited Mobile Internet, One V-SIM (Sponsored)](https://crawlproof.com/a/ZkKGHrqV87nx) _2026-04-01 · **Sponsored**_ Automatically switches across T-Mobile, AT&T and Verizon; no throttling, no contract. ## [I Met Lindy West!](https://theblondemule.substack.com/p/i-met-lindy-west) _2026-03-20 · Kim Baldwin · The Blonde Mule_ Plus a fresh batch of recs ## [Girl Who Is Going To Be Ok](https://theblondemule.substack.com/p/girl-who-is-going-to-be-ok) _2026-03-06 · Kim Baldwin · The Blonde Mule_ The storm ## [Feb’26: The State of Venture Fund Performance & Crypto VC](https://benlakoff.substack.com/p/feb26-the-state-of-venture-fund-performance) _2026-03-03 · Ben Lakoff · Deal Flow Digest_ Hello Welcome to the February Deal Flow Digest, including every crypto / web3 funding round we tracked last month, as well as the ALL the deals, and the recent hackathon/demo day results (in the links). ## [Jan’26: On Exponential Growth & Startups](https://benlakoff.substack.com/p/jan26-on-exponential-growth-and-startups) _2026-02-01 · Ben Lakoff · Deal Flow Digest_ If you haven’t spent time with coding agents, I’d encourage you to go down the rabbit hole. Understanding how fast “idea \> product” is compressing is going to matter for fundraising, diligence, and where investment moats come from next. ## [A Fresh Batch of Recs!](https://theblondemule.substack.com/p/a-fresh-batch-of-recs) _2026-01-21 · Kim Baldwin · The Blonde Mule_ Everything is terrible. Here's how I'm dissociating. ## [A Bunch of Recs!](https://theblondemule.substack.com/p/a-bunch-of-recs) _2026-01-07 · Kim Baldwin · The Blonde Mule_ New year, new format ## [Dec’25: Crypto 2026 Predictions Roundup](https://benlakoff.substack.com/p/dec25-crypto-2026-predictions-roundup) _2025-12-29 · Ben Lakoff · Deal Flow Digest_ The crypto industry does the same ritual EOY: publish “predictions." After reading 26 2026 Predictions: 2026 consensus is that it’s “crypto’s grown-up year.” ## [Recommendation Roundup](https://theblondemule.substack.com/p/recommendation-roundup-0d3) _2025-12-10 · Kim Baldwin · The Blonde Mule_ A workout index, good neighboring and high-anxiety comfort watches ## [Nov’25: Picking Winners, Power Laws in Crypto and Public Markets](https://benlakoff.substack.com/p/nov25-picking-winners-power-laws) _2025-12-02 · Ben Lakoff · Deal Flow Digest_ From the outside, it looks like crypto got everything it wanted, but not for all market participants. Similar to other markets, you don’t need to own everything, but own the few right things for long enough, in a size that counts. ## [Oct'25: 3Q25 State of Venture & BTC](https://benlakoff.substack.com/p/oct25-3q25-state-of-venture-and-btc) _2025-10-31 · Ben Lakoff · Deal Flow Digest_ 3Q25 Venture: TLDR not running out of capital, just more concentrated to AI leaders and decacorns; checks are bigger to fewer companies. Where are we in the cycle? Zoom out. ## [Hire AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/fB23qDqLK13E) _2025-10-31 · **Sponsored**_ Browse public gigs, message candidates, and run video interviews — free to start. ## [Sep'25: Debasement, Demographics & Liquidity](https://benlakoff.substack.com/p/sep25-debasement-demographics-and) _2025-10-07 · Ben Lakoff · Deal Flow Digest_ Everything’s up… in dollars. What if the denominator is the variable? Price the same assets in gold or BTC and the picture flips: equities and housing look weak. The point isn’t that assets are exploding; the denominator is moving. ## [August'25: US Crypto Regulatory Developments](https://benlakoff.substack.com/p/august25-us-crypto-regulatory-developments) _2025-09-04 · Ben Lakoff · Deal Flow Digest_ The U.S. is reshaping its approach to crypto oversight. Since July, the House passed the CLARITY Act, the SEC launched “Project Crypto”, & the Senate Banking Committee released a draft Digital Asset Market Structure bill alongside a request for input from builders. For founders and allocators, tracking these moves isn’t trivia, it’s edge so you can capitalize on a regulated crypto era. ## [July'25: Stablecoins, Treasuries, and Fiscal Dominance](https://benlakoff.substack.com/p/july25-stablecoins-treasuries-and) _2025-08-01 · Ben Lakoff · Deal Flow Digest_ Stablecoins are the Trojan horse of U.S. debt markets. The GENIUS Act turns every on-chain dollar into a permanent buyer of Treasuries... cementing fiscal dominance, dollar hegemony, and a self-reinforcing flywheel for crypto. ## [June'2025: Robinhood & Tokenization](https://benlakoff.substack.com/p/deal-flow-digest-june-2025) _2025-07-01 · Ben Lakoff · Deal Flow Digest_ With players like Robinhood and Republic tokenizing private shares and regulators finally offering clearer guidance, 2025 may be the year TradFi pipes finally plug into crypto rails in a more seamless fashion. ## [May'2025: Investment Barbell: Preservation / Acceleration](https://benlakoff.substack.com/p/deal-flow-digest-may-2025) _2025-06-03 · Ben Lakoff · Deal Flow Digest_ Why austerity is dead, fiat is rotting, and the only rational portfolio is a barbell of crypto + AI/energy. May was filled with more public companies buying Bitcoin (and other crypto), so instead we get a bit more dystopian with markets & macro given the change w/ DOGE. ## [April'2025: Bitcoin Treasury Companies (DATs)](https://benlakoff.substack.com/p/deal-flow-digest-april-2025) _2025-05-02 · Ben Lakoff · Deal Flow Digest_ In this piece I attempt to explain why public companies such as Strategy (NASDAQ: MSTR — the company formerly known as MicroStrategy), the newly‑formed Twenty One Capital, and many others are stuffing their treasuries with bitcoin, how the mechanics work, and what that means for a technology designed to be permissionless. ## [March'2025: BlackRock is Tokenizing Everything](https://benlakoff.substack.com/p/deal-flow-digest-march-2025) _2025-04-02 · Ben Lakoff · Deal Flow Digest_ BlackRock CEO Larry Fink’s latest annual chairman letter reads like a manifesto for the future of finance…and it’s undeniably bullish on crypto and tokenization this and your monthly newsletter recapping recent Crypto / web3 funding rounds. ## [Feb'2025: ETHDenver 2025 Reflections](https://benlakoff.substack.com/p/deal-flow-digest-february-2025) _2025-03-05 · Ben Lakoff · Deal Flow Digest_ Post ETHDenver w 17K attendees, sentiment feels more bearish than it probably should.There’s little reason to think we’ve “topped” this cycle in general but the vibe was off. This and your monthly newsletter recapping recent Crypto / web3 funding rounds. ## [Jan'2025: Recap of Venture Capital in 2024](https://benlakoff.substack.com/p/deal-flow-digest-january-2025) _2025-02-05 · Ben Lakoff · Deal Flow Digest_ This month we go into the "2024 State of Venture" along with your monthly newsletter recapping recent Crypto / web3 funding rounds. ## [Countdown to Getting Paid (Sponsored)](https://crawlproof.com/a/aA2EeItqeLwN) _2025-02-05 · **Sponsored**_ Create a shareable wallet timer — deposits buy back time and pay debt down ## [Dec'24: 2025 Prediction Summary](https://benlakoff.substack.com/p/deal-flow-digest-december-2024) _2024-12-22 · Ben Lakoff · Deal Flow Digest_ Enjoy a summary of top 2025 Predictions for the crypto market as well as a round of of December deals & hackathons.