Investment Thesis
DeFi research, crypto analytics, and investment analysis. Co-founded Delphi Digital.
What Excites Them
Research-backed investments, DeFi analytics, Solana ecosystem
What They Pass On
No data, hype-driven pitches
How to Pitch
Tom is research-driven. Come with data, metrics, and a well-researched thesis.
Key Frameworks
Tokenomics Evaluation Framework
Analyzing token designs across inflation, utility, governance power, and value accrual mechanisms.
Notable Writing
Comprehensive crypto research covering tokenomics, market structure, and protocol analysis.
App-specific chains via Cosmos SDK will capture more value than general-purpose L1s.
How Delphi approaches crypto research and analysis
Deep dive into DeFi lending protocol mechanics, risks, and opportunities.
Podcast Appearances
Key Quotes
“Tokenomics design is the most underrated skill in crypto.”
— Delphi Digital
Background
Co-founder of Delphi Ventures and Delphi Digital. Background in research and analytics.