Investment Thesis
Co-founder of Delphi Digital and Delphi Ventures. Thesis-driven investing informed by deep crypto research and data analysis.
What Excites Them
Data-driven crypto projects, DeFi innovation, gaming/metaverse, projects where Delphi's research can provide edge in evaluation.
What They Pass On
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How to Pitch
Delphi is research-first. Come prepared with deep data and metrics. They often publish research on sectors before investing, so showing awareness of their published theses signals alignment.
Notable Writing
Modular blockchains will enable unprecedented scalability by separating execution from consensus.
Podcast Appearances
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Key Quotes
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Background
Co-founder of Delphi Digital, one of crypto's most respected research firms, and Delphi Ventures, its investment arm. Built Delphi from a research boutique into a comprehensive crypto research and investment platform. Background in finance.