Crypto
2025
- The IPO Door is Swinging Open Jun 06
- What's in Your Bank's Wallet? May 23
- No Asterisk Needed May 05
- Tokenization as a SaaS Liquidity Option Apr 23
2024
- The Future of Blockchain Data : Our Investment in Allium Jul 17
- The Most Profitable Software Company in Q1 2024 Apr 18
2022
- Messaging: the Bottleneck for Web3 Aug 04
- The Web3 Marketing Stack: The Next Big Wave in Crypto Jun 23
- What's Better than a Cookie? A Wallet - How Crypto Will Revolutionize Marketing Jun 16
- Five Mid-Year Predictions for Web3 May 11
- The Critical Question Facing Web3 Infrastructure Startups Apr 29
- The Rhyming Protocol Wars of 2022 Apr 20
- Four Fundamental Innovations of Web3 that Will Upend Web2 Incumbents Apr 07
- $112m of Market Cap per Engineer Mar 31
- Inflation and Deflation in Web2 and Web3 Startups Mar 27
- The App Store Model Comes to Web3 Mar 21
- Guess the Startup Answers Mar 14
- 1/9/90 in Crypto Feb 28
- The New Discipline Web3 Software Companies Must Develop Feb 09
- How Much Money is Flowing into Crypto? Feb 01
- How Correlated are the Web 2 and Web 3 Software Markets? Jan 13
- The Top Sectors of Web3 in 2022 by Revenue Jan 04
2021
- Tokens as CAC - Are Crypto Companies More or Less Efficient in Acquiring Customers? Dec 17
- Partnering with Mysten Labs to Build Foundational Infrastructure for Web3 Dec 07
- Justifying Token Equity Multiples using GDP Data Nov 16
- The Two Cap Tables of Crypto Companies: What They Are and How They Relate to Each Other Oct 11
- Crypto Companies Insider Ownership is Approaching that of Classic Startups Oct 03
- How Will We Value a Crypto Token? Sep 06
- You'll Never Login the Same Way Again Aug 23
- My Mental Model for the World of Crypto Jul 09
2018
- A Crypto-Trading Uber Driver and a Billionaire's Spat over Candy - On The Importance of Sticking to Your Strategy May 06
- The Impact of Blockchain on SaaS Feb 11
- An Era of Fundamental and Massive Change - The Capital Markets Innovation of the ICO Jan 11