We’re in the midst of a wild market, with people seeking to convert a thousand dollars into a million within the span of months, if not weeks. The only way to do this is to invest in highly speculative assets and commodities – things that use risk as a selling point, and not as a deterrent. And when you’re willing to lose everything in the hopes of... See more

What looks unsustainable, but is actually a new trend we haven’t accepted yet?  Crypto, it’s well on its way

Crypto is one of the hottest spaces today, but many traditional investment firms still don’t understand or know how to approach the space.

The biggest risk to making it in crypto is short term burnout leading to long term exit. In a world where all value seems reducible to price on a Uniswap pool, it seems only natural to believe that tokens without prices have zero value. Yet I believe that the best projects will encourage ownership while deemphasizing the short-termism that liquid m... See more

Crypto is yet another polarizing topic these days. Some people are trying to figure out what the hell is going on with it, while most everyone else seems to have already made up their mind, and they usually don’t like to have their decisions questioned.

We’re at the fun part of the market where crypto has lost trillions of dollars in value and people are scrambling to make up reasons why it’s useful.

With these market conditions come implicit assumptions around the future state of crypto. For builders and investors to meet expectations over the next 5-10 years, how much market cap creation will we need to see? How much institutional capital will need to enter the space to support these assets? Where might institutions allocate? How can both bui... See more