23 Oct 2025

A concept I’ve been thinking a lot about lately is that countries, just like companies, offer products to their users. The product is a place where you can build your life, your family, and your career. It has a set of features: jobs, housing, taxes, weather, cost of living,...

07 Oct 2025

I was recently asked what I think the chances are a future US administration decides to roll back all the pro-crypto legislation that the current administration is crafting. My answer: very low. When the Biden administration decided to launch its assault on the industry, crypto was an isolated atoll. DeFi...

29 Sep 2025

London is an underrated crypto hub. I think one of the reasons it doesn’t get the recognition it deserves is because it doesn’t feel like a hub, especially compared to a place like New York. I feel that myself. Whenever I spend time in Soho or Williamsburg, I...

08 Sep 2025

I often get asked what our investment thesis is in crypto. Some, when they take a look at our portfolio, see a lot of DeFi investments and assume we’re a DeFi focused fund. Others see that we’ve been early to DeSci and assume our focus is there. The...

14 Aug 2025

This post is an attempt to explain Morpho to the generalist investor, which is another way of saying an investor familiar with crypto but not deep in the weeds. The motivation behind this is to explain what I believe to be a transformative company that promises to have an impact...