Broadly focused crypto investing. One of the longest-tenured crypto VCs.
Cycle-aware investing, sustainable business models, infrastructure
Projects that only work in a bull market
Come with a differentiated thesis and understanding of crypto cycles.
Position for macro crypto cycles: accumulate in bear, deploy in early bull, trim in euphoria
Bitcoin's properties make it suitable for corporate and sovereign reserve allocation.
Younger generations overwhelmingly prefer Bitcoin, creating an unstoppable adoption curve.
“Bitcoin is a demographic mega-trend driven by generational preference.”
— Blockchain Capital
General Partner at Blockchain Capital. Previously VP of Research at Blockchain.com.