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  2. /VCs
  3. /Arjun Balaji
  4. /Briefing
Pre-Pitch Briefing

Arjun Balaji

General Partner at Paradigm

crypto market structuretrading infrastructureweb3 platformscrypto media

Their Thesis

Crypto market structure, infrastructure, TradFi-DeFi intersection.

How to Pitch Them

Show how your project improves crypto market infrastructure.

What Excites Them

Market structure improvements, OTC infrastructure, liquidity solutions

What They Pass On

Ignoring regulatory landscape, poor market design

In Their Own Words

“Different token models require fundamentally different valuation frameworks.”

— Blog

“The future of crypto trading is always-on, permissionless, and globally accessible.”

— Flippening

Recent Writing

The Year Ahead for Crypto (2024)blog

Key themes: modular blockchains, restaking, and the application layer.

Crypto Market Structure 3.0blog

How crypto market structure is evolving

Investing in the Decentralized Futureblog

Crypto investing requires thinking in terms of protocol-market fit, not product-market fit.

The Bull Case for Bitcoinblog

Comprehensive case for Bitcoin as a macro asset

A Framework for Crypto Valuationsessay

Different token models require different valuation frameworks — one size doesn't fit all.

Podcast Appearances

Crypto Market Structure — Flippening
market structuretrading
Crypto Investing Frameworks — Unchained
crypto valuationsprotocol-market fitinvesting

Paradigm Portfolio

Top Sectors

Infrastructure6
DeFi4
NFT/Gaming3
L1/L23
Exchange2

Stage Distribution

Series B7
Series A5
Seed4
Early Stage2
Strategic1
Orbital space defense
Blockmesh operating system
Standardeconomics
Cross-border payments app
ZK-based Layer 2 blockchain
Zero-knowledge infrastructure
Shared security protocol & marketplace
Synthetix
Synthetic derivatives protocol
Tax & accounting software

+ 226 more investments. View fund →

← Full profileParadigm website