*** = highlights that you will likely enjoy

2025

layer3 investment thesis (post)

the consumer crypto opportunity (post) ***

ronin investment thesis (post)

personal journey to venture investing (post) ***

2024

blockchains as a new medium for entertainment (post) ***

what 1kx is about (post) ***

leading the seed round for pudgy penguins (post) ***

building on top of a modular moddable world (post)

assumptions around web3 gaming (post)

technical risk is no longer a moat (post) ***

token network supply and demand (post)

dynamic nfts (post)

cryptonative IP (post) ***

1kx’s consumer portfolio (post)

autonomous worlds (post)

unbundling the unit economies of venture capital (thesis)

hard things about communities (post) ***

how to grow decentralized communities (post) ***

how communities gain autonomy (post)

play to earn economies as base layer protocols for games (post) ***

guide on launching grants programs for token networks (post)

how to hire community builders (post)

introduction to daos (post) ***

roles within community building (post)

community first manifesto (post) ***

we will see another killer dapp in 2 years (post) ***

there are almost definitely more ‘cryptokitty’ moments yet to come (post) ***

rising threats to ethereum’s first mover advantage (post)

web3 manifesto (post) ***

before bitcoin — a series about the historical and philosophical context of cryptography in relation to bitcoin: pt.1 — 70s “public key saga”, pt.2 — 80s “the origins of decentralized systems”, pt.3 — 90s “cryptowars” *bankless did an audio podcast recording of this series here: bankless episode 61 ***

summary and analysis of ethereum’s governance (post)

briefer on the fellowship of ethereum magicians (post)

the importance of governance in preventing digital feudalism (post)

the rise of an unstoppable digital economy (post)