Managing Partner at CoinFund
Managing Partner at CoinFund, investing across the crypto stack from infrastructure to applications. Focuses on projects with novel business models enabled by tokens.
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.
Novel token models, infrastructure enabling new business models, DeFi innovation, projects with strong network effects.
Protocol revenue is becoming the primary metric for crypto fundamental analysis.
Fully on-chain games create new design spaces impossible in traditional gaming.