The future

The crypto Venture capital predictions for 2025 are coming in hot. Top forecasts highlight a decisive shift toward user-facing applications, stablecoin adoption as a tool to lower business transaction costs, and significant advancements in infrastructure scalability.

Historically, currencies like the USD acted as abstraction layers, allowing us to translate the value of apples, houses, and stocks into a single universal language. Tokenization obliterates this framework. It makes anything exchangeable for anything else. Imagine swapping loyalty points for a stake in a music NFT or trading your onchain credential... See more

Right now, equities and crypto seem correlated, with many claiming both are risk-on assets driven by global liquidity. That’s wrong. Equities are a risk-on asset within the carry trade, fueled by global liquidity; Bitcoin, however, isn’t part of anyone’s carry trade—yet. And for good reason.

At its core, Bitcoin is the anti-carry trade asset. Its n... See more

A “40%” allocation within this construct can include investment expressions like AI or culture assets, poker/sports gambling income, biotech IP: these assets transform energy-intensive labor into income without leverage, and high payouts.

What you find here is that at a high level, highly resistant assets are by definition likely to share attributes of being decentralized, scarce, and timeless. This is the radical way we must imagine portfolio theory. We must live our lives within institutions for the most part (60%), but we also need to live our private lives away from such institu... See more

1. We believe the world is becoming more centrally managed than ever before, yet with growing unease and fragility in its interconnectedness alongside the meteoric rise of HPC-driven autonomous decision models - in money, but also in fundamental human rights. Therefore we must hedge against this artificial centralization by seeking a custody model out

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1. First, we must accept that there is no absolute truth in social sciences like economics. We believe the opposite of misinformation is not truth, but rather state-controlled information - where narratives are crafted to align with authority, rather than being inherently true or false. One person’s martyr is another’s terrorist; one person's coloniza

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Today, crypto tokens are the latest protocol innovation to expose a disruptive new model. Just as BitTorrent allowed us to exchange packets of information instantly and without an intermediary, crypto tokens let us distribute value in the same way.

As the role of the individual in value creation becomes more commonplace, the next evolutionary step is toward software that is not only built, operated, and funded by individual users—but owned by users too.