Information Asymmetry in Crypto

Having been both a startup founder and VC, I’ve studied and worked in a lot of markets. After a while…

The Bull Case for Bancor

Despite the sharp increase in valuation in recent months following their V2.1…

Revisiting the Fat Protocol Thesis

Smart Contract Platforms, Developer Network Effects and Pareto…

Meltdown In the Capital Markets Signals the Birth of the DeFi Era

Yield Farming, Rising Gas Costs and Why It’s Better To Be Lucky Than Good

The Anatomy of a Web3-Native Fund

Web3 hedge funds and venture funds explicitly acknowledge the advantages of blockchain technology by nature of their investment focus, but to date largely have not applied such efficiencies in their own tech stack.

• Wire transfers are still the…

The Future of On-Chain Funds

Written by : @patfitzgerald01

Technology Cycles and the DeFi VC Paradox

Why the VCs Are Missing DeFi

2020 Crypto Industry Questions

Most year end crypto industry posts take the form of predictions for the coming year. This post will be…

Observations on the Crypto Markets Going Into Coinbase Day

Private crypto markets echo what we see in…