Imran Khan

Imran Khan@lmrankhan · 1 天前观点输出

Congrats to the ogs @uriklarman and @eyalmarkov. I met them a decade ago and have believed in them ever since. I have no doubt they’ll grow FalconX another 10x from here.

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Imran Khan@lmrankhan · 1 天前观点输出

RT @alliance: The ALL18 Deadline is 1 Week Away Apply at https://t.co/4rDXZ2sdVX by July 22nd to: ‣ Receive $500K in Funding ‣ Pitch…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Imran Khan@lmrankhan · 2 天前观点输出

@bercankilic shift

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Imran Khan@lmrankhan · 2 天前赛道影响

Congrats to Alliance alum and Rippling founder Prasanna for building Vorflux, the autopilot for software engineering and raising $15M to accelerate its growth

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Imran Khan@lmrankhan · 2 天前赛道影响

RT @myprasanna: Launching @vorfluxai : The autopilot for software engineering. I was prev co-founder / CTO of @Rippling ($10B) and #1 code…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Imran Khan@lmrankhan · 2 天前观点输出

RT @alliance: Alliance ALL17 Demo Day is happening today. Join us for live one-on-one conversations with the founders and an investor rou…

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Imran Khan@lmrankhan · 3 天前政策影响

Brian is planting the seed for the tokenization of property, land, bonds, and nearly every other real world asset. The fact that he is eyeing the opportunity without going all in tells us a few things. First crypto is finally starting to do what it was originally supposed to do. Second it is slowly bringing back the people who found crypto distasteful because of the rampant scams, overspeculation, and reputational risk. For years crypto became a place where serious people could not comfortably stake their reputation the way they now can with AI. But here is the kicker. With Robinhood, Coinbase, BlackRock, and others actively pushing real world tokenization, we may be approaching the same moment for ownership that crypto is now having with payments. Real estate, land, bonds, private credit, fractional ownership, and entirely new financial products could all move on chain. I believe we are getting very close to that moment.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Imran Khan@lmrankhan · 3 天前政策影响

Phase one of crypto neobanks included Outlet Finance, Donut, Linus and a few others. The yield came from a mix of defi lending, centralized crypto lenders, token incentives and subsidized protocols like Anchor on Terra. Terra did not directly power all of them, but its collapse exposed how fragile and interconnected the crypto market structure was. The contagion hit Celsius, Voyager, Blockfi and Genesis, ultimately impacting all crypto consumer products. Phase two is what we are seeing today. The source of yield is now a combination of tbills, stablecoins and defi vaults, and the game has become enabling anyone in the world to access the US dollar. But I believe the category is already becoming crowded, and most will struggle to survive. The winners today will not be the winners of phase three, which I believe is already underway. Phase three will be a combo of generalist neobanks (likely incumbents or brands/creators with distribution) and highly industry specific neobanks, but the biggest opportunity will be whoever cracks onchain credit at scale. Imagine being able to lend someone in the Global South $100, then $250 a day, and build an entirely new credit scoring system based on how they repay. The wedge can be simple sign up and instantly access capital through a card. Repay it, build your score and unlock larger amounts. Over time that relationship expands into banking, payments, transfers, larger loans, mortgages, insurance and everything else. Anyone can build product that moves money around but I believe the moat goes deeper into underwriting, identity, fraud, and collections Crypto will shine when we can create something net new rather than recreating finance onchain. And I believe we are still scratching the surface. If you are building in this space hit my DMs ASAP.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Imran Khan@lmrankhan · 3 天前赛道影响

Game time. With every batch we’re getting closer to becoming the home for frontier startups across crypto, AI, and robotics. https://t.co/2EZNqUNbM5

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Imran Khan@lmrankhan · 3 天前政策影响

Alex was part of the same Alliance batch as Rain nearly 10 batches ago. One thing we’ve obsessed over since then is improving the program batch after batch, and today it’s robust enough to support not only first time founders, but experienced second time founders like Alex as they build their next company.

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。