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&...

Bio DAOs

02 Feb 2023

If you’re spending time exploring the DeSci space, one of the first things that will jump out is the vibrant ecosystem of Bio DAOs across multiple fields of science - VitaDao for longevity, HairDao for hairloss, AthenaDao for women’s health etc. What you’ll also notice is that...

Monthly investor updates

19 Jan 2023

In my experience the best performing companies tend to write the most thoughtful monthly investor updates. That’s not to say that there’s a causal relationship - great updates obviously don’t directly result in great companies -  but I think that the act of consistently writing updates pushes...