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SeedSeries ASeries BInfrastructureDeFiBitcoin
Investment Thesis
Broadly focused crypto investing. One of the longest-tenured crypto VCs.
What Excites Them
Cycle-aware investing, sustainable business models, infrastructure
What They Pass On
Projects that only work in a bull market
How to Pitch
Come with a differentiated thesis and understanding of crypto cycles.
Key Frameworks
Cycle-Aware Investing
Position for macro crypto cycles: accumulate in bear, deploy in early bull, trim in euphoria
Notable Writing
The Case for Bitcoin as a Reserve Assetresearch
Bitcoin's properties make it suitable for corporate and sovereign reserve allocation.
Bitcoin is a Demographic Mega-Trendessay
Younger generations overwhelmingly prefer Bitcoin, creating an unstoppable adoption curve.
Podcast Appearances
A Decade of Crypto VC — Unchained
crypto VChistorycycles
Bitcoin as a Reserve Asset — What Bitcoin Did
Bitcoin reserveinstitutional adoptionBlockchain Capital
Key Quotes
“Bitcoin is a demographic mega-trend driven by generational preference.”
— Blockchain Capital
Background
General Partner at Blockchain Capital. Previously VP of Research at Blockchain.com.
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