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DeFiProtocol governanceToken designGameFi
Investment Thesis
Crypto research and quantitative analysis. Focus on tokenomics and protocol design.
What Excites Them
Rigorous tokenomics, sustainable protocol economics, Cosmos ecosystem
What They Pass On
Inflationary tokens without utility, poor economic modeling
How to Pitch
José Maria evaluates tokenomics rigorously. Show sustainable token models with math.
Notable Writing
Delphi Digital: The Modular Stackresearch
Breaking down the modular blockchain stack: execution, settlement, consensus, and data availability.
Tokenomics Design Frameworksresearch
Token design determines protocol sustainability; most models are fundamentally broken.
Podcast Appearances
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Key Quotes
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Background
Co-founder of Delphi Ventures and Delphi Digital. Background in economics and quantitative analysis.
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