Investment Thesis
DeFi, gaming, consumer crypto. High-conviction bets and active portfolio support.
What Excites Them
High-conviction DeFi, gaming with real economies, opinionated founders
What They Pass On
Hedged bets, founders without strong opinions
How to Pitch
Come with a strong opinion on why you will win and why now.
Key Frameworks
Active DeFi Participation
VCs should be active governance participants, not passive holders, to maximize protocol value.
Conviction Investing
In crypto, concentrated bets on high-conviction plays outperform diversified portfolios
Notable Writing
Crypto gaming will be the largest on-ramp for mainstream users into web3.
VCs should actively participate in DeFi governance, not just hold tokens passively.
DeFi will recreate every financial primitive on permissionless, composable rails.
Podcast Appearances
Key Quotes
“VCs should actively participate in DeFi governance, not just hold tokens.”
— Framework Ventures
“In crypto investing, conviction beats diversification. One big winner is worth more than a hundred small bets.”
— Empire
Background
Co-founder of Framework Ventures. Previously at Tesla. Known for conviction DeFi bets.