Cryptocurrency

Capital | Market Fit

Capital evolves with the changing structural realities of the industry it funds, so what structure should capital take to find and fund the best entrepreneurs of the open source, crypto world?

The Crypto Correction In Context: Re-Evaluating The Adoption Cycle

Companies and Capital : Unbundled and Modularized

Venture Capital has seen multiple threats to its core business over the last 20 years, but none have been existential to date.

• Angelist proliferated angel investing and syndicates, allowing often well connected…

The Future of On-Chain Funds

Written by : @patfitzgerald01

Observations on the Crypto Markets Going Into Coinbase Day

Private crypto markets echo what we see in…

The Bull Case for Bancor

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

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

2020 Crypto Industry Questions

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

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…

Revisiting the Fat Protocol Thesis

Smart Contract Platforms, Developer Network Effects and Pareto…