Investment Thesis
Web3 infrastructure, data markets, and token-based business models.
What Excites Them
Sustainable token models, data markets, network effects in crypto
What They Pass On
Tokens without network effects, extraction-focused models
How to Pitch
Show sustainable token models and network effects.
Notable Writing
Music NFTs will restructure the music industry by giving artists direct fan relationships.
Protocols should minimize governance surface area to maximize credible neutrality.
Blockchain enables new media models where creators and consumers share in value creation.
Podcast Appearances
Key Quotes
“Blockchain enables new media models where creators and consumers share in value.”
— CoinFund
“Data is the next frontier for crypto. Decentralized data markets will be as big as decentralized finance.”
— Bankless
Background
Founder of CoinFund. Previously at Amazon. Background in data science.