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 333 out of 1000 (an Excellent rating) as of September 2026, ranking #874 (top 0.5%) among 486,860 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 17,388 followers as of September 2026 on X and has published 18,044 posts. Smac has been mentioned by 89 accounts, with 183 total mentions.
Who follows Smac on X?
The accounts that follow Smac include 979 founders, 319 angel investors, 504 influencers and 10 VCs. Among them are Chris Dixon, Ansem, Coinbase, Laura Shin, Matt Huang and Mike Dudas.