Investment Thesis
Managing Partner at CoinFund, investing across the crypto stack from infrastructure to applications. Focuses on projects with novel business models enabled by tokens.
What Excites Them
Novel token models, infrastructure enabling new business models, DeFi innovation, projects with strong network effects.
What They Pass On
No data yet
How to Pitch
CoinFund does deep tokenomics analysis. Come prepared with a well-thought-through token design and distribution strategy. Alex values intellectual rigor and novel approaches to token-enabled business models.
Notable Writing
Protocol revenue is becoming the primary metric for crypto fundamental analysis.
Fully on-chain games create new design spaces impossible in traditional gaming.
Podcast Appearances
No data yet
Key Quotes
No data yet
Background
Co-founder and Managing Partner of CoinFund. Previously in traditional finance and quantitative investing. Built CoinFund into a major crypto investment firm managing hundreds of millions. Known for sophisticated tokenomics analysis.