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
Proposed framework for sensible crypto regulation
Mapping the DePIN opportunity
Stablecoins will become the dominant global payment rail
“Stablecoins are the single most important innovation in crypto for real-world adoption.”
— Empire podcast
Co-founder and Managing Partner of Multicoin Capital. Background in quantitative analysis.
Token launches should prioritize community building over speculation.
Different applications require different levels of trust minimization.
Tokens are a new digital primitive enabling coordination at internet scale.