romon

T3 · host / generalist
6 calls·6 names·100% bull·last heard last year·Invest Like The Best
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SOLSolanaposition

Romon backed Solana at 4 cents, now a >$100B centicorn

Early conviction in Solana's token at seed stage (4 cents) yielded a centicorn outcome, validating Abstract's pattern-matching on technical founders in crypto infrastructure.

2ndhigh conviction
$RIPPLINGRipplingposition

Rippling approaching $20B valuation from angel check

Angel investment in Rippling's seed round compounded to a near-$20B private valuation, exemplifying Abstract's strategy of backing dilution-sensitive founders with strong commercial and technical DNA.

3rdmedium conviction
$CLAYClayposition

Clay seed investment now worth $2-7B after hard pivot

Seed investment in Clay (originally a different product) survived multiple pivots over years to become a $2-7B company, illustrating Abstract's tolerance for non-local pivots when founder quality persists.

most discussed · click a bar to filter

6 total
$CLAY
Clay
MEDromon·Invest Like The Best·last year· position
Clay seed investment now worth $2-7B after hard pivot
Seed investment in Clay (originally a different product) survived multiple pivots over years to become a $2-7B company, illustrating Abstract's tolerance for non-local pivots when founder quality persists.
"I got a seed check into Clay... everything else I mentioned is, you know, between a two and seven billion market cap."
32:58
$SOL
···
Solana
HIGHromon·Invest Like The Best·last year· position
Romon backed Solana at 4 cents, now a >$100B centicorn
Early conviction in Solana's token at seed stage (4 cents) yielded a centicorn outcome, validating Abstract's pattern-matching on technical founders in crypto infrastructure.
"I got a first dollar check into Salana at four cents a token. ... out of 47 companies, two centacorns, one deck of corn, and about eight or nine unicorns."
32:55
$AVALANCHE
Avalanche
MEDromon·Invest Like The Best·last year· position
Avalanche and dYdX SPVs returned ~$100M on AngelList
Early crypto ecosystem bets (Avalanche, dYdX) via AngelList SPVs generated ~$100M in returns, validating Abstract's thesis of backing spinouts from proven crypto platforms like Polychain.
"Avalanche, DYDX, like I think our our our R SPVS have returned close to $100 million on on Angelist at this point."
33:16
$ANGELIST
AngelList
HIGHromon·Invest Like The Best·last year
AngelList platform enabled Abstract's cold-start from bankruptcy
AngelList's syndicate model sourced 100% of capital for Abstract's first 47 deals, proving a democratized path to venture capital for non-pedigreed operators.
"Angelist really catapulted my career and I think it's actually an amazing business that more people should should pay attention to and and and leverage the same way I leveraged."
32:27
$RIPPLING
Rippling
HIGHromon·Invest Like The Best·last year· position
Rippling approaching $20B valuation from angel check
Angel investment in Rippling's seed round compounded to a near-$20B private valuation, exemplifying Abstract's strategy of backing dilution-sensitive founders with strong commercial and technical DNA.
"I got an angel check into Rippling... Rippling is approaching a $20 billion market cap."
32:53
$DYDX
dYdX
MEDromon·Invest Like The Best·last year· position
dYdX part of $100M SPV returns from early crypto bets
dYdX, as a spinout from the early Polychain ecosystem, contributed to ~$100M in SPV returns, reinforcing the pattern of funding technical founders adjacent to proven crypto infrastructure.
"Avalanche, DYDX, like I think our our our R SPVS have returned close to $100 million on on Angelist at this point."
33:16