Navigating go-to-market, product, and customer development during the most dangerous phase of an emerging category
What we might get wrong when investing in equities, tokens, and liquid assets across multiple cycles
How a psychological shift in wealth creation, risk/reward appreciation, and There Is No Alternative will lead to investors bidding farther out on the…
How early talent flows into emerging ecosystems and the difficulty in building for seemingly inevitable futures
Why Apple's internal dynamics and broader approach to Product could be a death spell for their autonomous vehicle, Project Titan
On the shift of venture capital investing strategies and how NFT funds could be an early signal for the next and potentially final shift in strategic…
We shouldn't forget that crypto may be as much a bet on technology as it is on human behavior
New Narratives, Better Tokens, Talent Moats, and other random thoughts
A look at data to understand whether crypto returns will follow more of a normal distribution as the industry matures.
Thinking through some of the dynamics of how liquidity, vesting, and lockup perceptions have changed and how much optimization is left to be done on…
How to approach novel market behaviors and asset classes in a parabolic world & why neither are slowing down anytime soon
A data-driven proposal for advancing the frontier of equity compensation at startups in today's increasingly competitive talent market