Investment Thesis
Crypto market structure, infrastructure, TradFi-DeFi intersection.
What Excites Them
Market structure improvements, OTC infrastructure, liquidity solutions
What They Pass On
Ignoring regulatory landscape, poor market design
How to Pitch
Show how your project improves crypto market infrastructure.
Notable Writing
Key themes: modular blockchains, restaking, and the application layer.
How crypto market structure is evolving
Crypto investing requires thinking in terms of protocol-market fit, not product-market fit.
Comprehensive case for Bitcoin as a macro asset
Different token models require different valuation frameworks — one size doesn't fit all.
Podcast Appearances
Key Quotes
“Different token models require fundamentally different valuation frameworks.”
— Blog
“The future of crypto trading is always-on, permissionless, and globally accessible.”
— Flippening
Background
Founder of Paradigm OTC. Previously at Shomei Capital. Angel investor and crypto writer.