Web3
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
- $1.2b of Revenue in 30 Days Feb 06
2024
- Fulfilling Crypto's Original Promise Oct 03
- The Dislocation Between Public & Private Web3 Markets Aug 29
- The Future of Blockchain Data : Our Investment in Allium Jul 17
- The Most Profitable Software Company in Q1 2024 Apr 18
- SUI Generis : Office Hours with Evan Cheng of Mysten Labs Apr 09
- The Secrets to Building Vibrant Communities in Web3 Open-Source Feb 25
- Nobody Knows : Steel & Blockchains Feb 19
- One of the Biggest Public Offerings in 20 Years Feb 16
2023
- Gas Gas Revolution Oct 27
- Web3 in SaaS Clothing Jun 08
- The Greatest Profitability Turnaround in Software History May 04
- Economics in the Sometimes Strange World of Web3 Apr 09
- Sizing the Web3 B2B Software Market Jan 01
2022
- From a $200k Annual Burn to Raising $80m+ : Notes from Office Hours with Fredrik Haga Dec 23
- The Uniswap Token Launch : Tokens as CAC Part II Nov 27
- The Most Successful Web3 Launch in 2022 Nov 23
- Office Hours with Fredrik Haga of Dune : What is the Future of Web3 post-FTX? Nov 14
- What the FTX Fiasco Means for Web3 Nov 09
- The State of Web3 in 2022 through Data Sep 17
- Web3 Users Are Just Like Web2 Users Sep 06
- Why We'll See More New Types of Web3 Apps in the Next Year Aug 30
- Don't Look Now But Web3 Companies are Beginning to Trade Like their Web2 Counterparts Aug 30
- Messaging: the Bottleneck for Web3 Aug 04
- Spot the Difference Jul 20
- The End of Web3 Jul 08
- Asking Users to Complete Tough Mudders to Use Your Product Jun 28
- Coinbase & Uniswap: How 7 Key Benchmarks Stack Up Jun 27
- 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
- The New Key Competitive Advantage for Web3 Startups Jun 13
- 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
- $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
- The New Discipline Web3 Software Companies Must Develop Feb 09
- How Much Money is Flowing into Crypto? Feb 01
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
- How Will We Value a Crypto Token? Sep 06
- My Mental Model for the World of Crypto Jul 09