Smac is a crypto venture investor and market writer who serves as a partner at Compound, a thesis-driven, research-centric investment firm that has been investing in crypto protocols and decentralized applications since 2016. Smac's Twitter Score is 306 out of 1000 (an Excellent rating) as of July 2026, ranking #1,047 (top 0.5%) among 531,432 tracked accounts.
Smac writes Semi-Lucid Thoughts, a publication covering crypto, markets, venture, humans, and history. Through his work at Compound, he has contributed to the firm's thesis writing, identifying DePIN and DeSci, including the intersection of DePIN with bio and healthcare, as areas of particular interest. He also hosts the Smac Talk podcast.
Smac has accumulated 17,176 followers as of July 2026 on X and has published 17,699 posts. Smac has been mentioned by 80 accounts, with 170 total mentions.
Who follows Smac on X?
The accounts that follow Smac include 893 founders, 270 angel investors, 565 influencers and 7 VCs. Among them are Chris Dixon, Ansem, Coinbase, Laura Shin, Mike Dudas and Threadguy.