Open finance and tokenization. Strong views on stablecoins, DePIN, and crypto in emerging markets.
Large addressable markets, stablecoin infrastructure, DePIN with real revenue, emerging market adoption
Small niche markets, solutions without clear market demand, over-financialized protocols
Tushar values data-driven arguments and market sizing. Show TAM with real numbers, not hype.
Start with the market opportunity size and work backwards to the crypto solution
“Stablecoins are the single most important innovation in crypto for real-world adoption.”
— Empire podcast
Tushar invests across decentralized financial products, token economics, blockchain go-to-market strategies, infrastructure, and category-defining crypto applications. Before Multicoin, he founded health-technology startup ePatientFinder.
Different applications require different levels of trust minimization.
Tokens are a new digital primitive enabling coordination at internet scale.