Managing Partner at CoinFund, investing across the crypto stack from infrastructure to applications. Focuses on projects with novel business models enabled by tokens.
Novel token models, infrastructure enabling new business models, DeFi innovation, projects with strong network effects.
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CoinFund does deep tokenomics analysis. Come prepared with a well-thought-through token design and distribution strategy. Alex values intellectual rigor and novel approaches to token-enabled business models.
Protocol revenue is becoming the primary metric for crypto fundamental analysis.
Fully on-chain games create new design spaces impossible in traditional gaming.
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Co-founder and Managing Partner of CoinFund. Previously in traditional finance and quantitative investing. Built CoinFund into a major crypto investment firm managing hundreds of millions. Known for sophisticated tokenomics analysis.