Studying our past and present to
accelerate the decentralized future.
Select Writings
Shifting Tides and a New Age of Exploration
Reflections on the clash of momentum vs fundamentals, why both are right - and how a unique setup involving macro, infra, and AI is underpinning crypto’s long awaited mainnet moment
Blockchains and the Future of AI
Our thesis on the convergence of Crypto x AI and the incredible opportunity set it unleashes
DVT and
Ethereum’s Future
Investing in Obol with an eye on powering the future of Ethereum
DVT and
Ethereum’s Future
Investing in Obol with an eye on powering the future of Ethereum
Seeding Stackr
Empowering a new class of onchain builders with Stackr’s customizable micro-rollup SDK and verification layer
Investing in Ritual
Building the foundation for open AI infrastructure
Looking to
Crypto’s 2023
2023 is positioned to be crypto’s
most important year yet.
Gaming: Crypto’s
Native Frontier
Exploring one of Crypto’s biggest frontiers for innovation and adoption
Valuing a Social Supercomputer
Creating a fundamentals-driven valuation framework for Ethereum
Contextualizing the
Crypto Revolution
Linking the Crypto Revolution to history’s monumental periods of innovation that precede and enable it