Investment Thesis
Bitcoin infrastructure, stablecoins, and crypto data analytics. Known for Bitcoin advocacy and UTXO research.
What Excites Them
Bitcoin infrastructure, stablecoin innovation, on-chain data tools
What They Pass On
Ethereum maximalism, anti-Bitcoin sentiment, projects ignoring on-chain data
How to Pitch
Nic values data-driven arguments. Show metrics and on-chain data to support your thesis.
Notable Writing
How stablecoins became crypto's killer app
Data-driven analysis of Bitcoin energy consumption
Podcast Appearances
Key Quotes
“Stablecoins are the Trojan horse for crypto adoption. They solve a real problem without requiring ideology.”
— Blog
“Bitcoin does not need to do everything. It just needs to do one thing extremely well: be hard money.”
— What Bitcoin Did
Background
Partner at Castle Island Ventures. Co-founder of Coin Metrics. Prolific Bitcoin and stablecoin researcher.