Investing in a crypto native foundation model and intelligence layer designed to unlock transformative onchain capabilities on par with the best consumer applications in web2.

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

Building the foundation for open AI infrastructure

Empowering a new class of onchain builders with Stackr’s customizable micro-rollup SDK and verification layer

Our thesis on the convergence of Crypto x AI and the incredible opportunity set it unleashes

Eliminating the resource-intensive obstacles associated with building with on-chain data so teams can get back to efficient product-innovation cycles

Investing in Obol with an eye on Ethereum’s future

2023 is positioned to be crypto’s most important year yet.

Exploring one of Crypto’s biggest frontiers for innovation and adoption: Gaming

Creating a fundamentals-driven valuation framework for Ethereum

Linking the Crypto Revolution to history’s monumental periods of innovation that precede and enable it