MiCA, Europe's opportunity
11 Apr 2023
There’s a coordinated effort underway in the US by various regulators and government agencies to smother the crypto industry by cutting off its access to banking services. Nic Carter wrote a great piece that sheds light on what is happening.
To say that the US is currently hostile towards...
Lean into the medium
30 Mar 2023
New technologies are tools that founders can use to build new products. The most impactful products are those that harness new technologies to create experiences previously not possible.
Microsoft Excel was enabled by the processing power of personal computers while Google and Amazon were uniquely enabled by a network of...
Show don't tell
21 Mar 2023
I first read Sir Alex Ferguson’s book Leading right around the time it came out in 2015. The book was the result of a collaboration between the famed Manchester United coach and Michael Moritz of Sequoia, who wrote an epilogue for the book. At the time I was still...
In search of DeFi fixed rates
16 Mar 2023
The most used DeFi lending protocols today offer variable rates for both lenders and borrowers. While variable rate lending is an important pillar of DeFi, it’s a product that isn’t suitable for everyone. Interest rate volatility makes it difficult to plan for the future, make investment decisions and...
Picking the right (early-stage) investor
16 Feb 2023
Partner at $1B multi-stage fund: "If any pre-seeds of yours are upcoming, we'd love to peek!"
Never seen so much seed interest from platform funds, almost to the exclusion of A (and definitely to the exclusion of Bs). Off the charts.
All said and done, it&...