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Investment Thesis
DeFi protocols, token economics, governance design. Sustainable DeFi models.
What Excites Them
Real yield protocols, sustainable token models, governance innovation
What They Pass On
Ponzi tokenomics, governance tokens without utility, unsustainable yields
How to Pitch
Show sustainable tokenomics and real yield.
Notable Writing
Galaxy Digital: NFT Market Reportresearch
NFT trading volumes normalize after speculative peak but utility-focused NFTs show sustained growth.
Podcast Appearances
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Key Quotes
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Background
Partner at Polychain Capital. DeFi and token economics specialist.
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