Investing

When we think of networks attempting to solve real problems, DePIN is the most tangible vertical. Helium is the poster child for this and likely the only one which has found PMF so far, though there are obviously others building interesting infrastructure here. When Helium set out to build its network in 2013, it was specifically looking to solve t... See more

It’s not that crypto has actually enabled the financialization of everything, but rather it’s removed friction in places where immense demand for financialization exists.

By 2028 NFTs will be analogous to the United States’ huge underground salt caverns that store crude oil reserves. Mountains of financial, health, education, social, gaming & behavioral data will be widely accessible. Some individuals (<10% of the United States population) will be running their own local models on a tapestry of on-chain &... See more

Ethereum is fundamentally about property rights. The Ethereum protocol creates a digital, self-custodied, permissionless asset whose value can be transmitted globally and cannot be seized or censored. Ethereum's relentless pursuit of decentralization is the means to that end. Any compromise on decentralization opens an attack surface for regulatory... See more

The beauty of blockchains and smart contracts is that they are under-explored spaces in which you can look at problems through a news lens – specifically those related to capital formation, coordination and automation.

The American Empire isn’t over. It’s just beginning. This will be the American Millennium as long as Americans believe that they can take matters into their own hands, build solutions to the challenges that we will inevitably face, and continuously rebuild a better America, and a better world.

Again this underscores my core premise, which is that Ethereum should maximize economic activity within its platform (including rollups) and ETH should position as a true permissionless, digital store of value (see related tweets from Doug & Sassal) more so than an interest-bearing capital asset.

The symbiotic relationship between L2s and Ethereum is undeniable. L2s thrive on Ethereum's infrastructure and security, while Ethereum benefits from the increased activity and increased demand for ETH, making it a better store of value.

Self-sovereignty is no longer a fringe concept but rather a core principle for the majority of the world, albeit less so in the United States. Smart contracts are rapidly becoming the standard rather than a novel design meant for the corners of the internet.