What makes a founder truly great? I am no expert, just a founder spending a lot of times with other founders. Here is, what I have come to believe are...

How might Web3 change the status quo in commerce? Commerce will move to a wallet-centric experience. Brands will access a new toolbox to create really...

Let me open by saying that the motivation for writing is to refer back to this and use as a timeless reminder for myself. Failing well is what I aspi...

In the grand scheme of human civilization, Web3 has a very recent history. There is relatively little historical data to look at in order to predict b...

Investing in Web3 is an infinite game. The purpose of the game is to keep playing, compounding good or bad decisions along the way. Part of this infin...

The modern version of software in Web2, Software-as-a-service, is broadly divided in two audiences: consumers and businesses. Of course this is a spec...

The seed of this article came when I read Balaji’s excellent post on founding v. inheriting institutions. That post got me wondering what would happen...

Economic activity is linked to the flow of money in the system. The more money flows, the more a society is considered productive. People use money to...

Why write daily? First off I believe consistent action is a superpower. The systems, habits, inputs that come to form the right kind behaviour for max...

No doubt that the rise of profile picture NFT projects was a big deal in 2021. $13B+ in transaction volume that came out of nowhere. The rise of Crypt...

What is most likely to become the moat of smart contract L1/L2 blockchains over the longer term? Assuming network effects are a given for a blockchain...

I’m trying to make sense of all the distinct, yet interrelated, developments we’ve been seeing in Web3 in 2021. Some much has been happening. I am hu...

TL;DR: Mental agility is the primary ingredient of top investors. Principles are timeless, tactics are time-bound. I recently stumbled on an obscure ...

A Web3 theme I want to see emerge in 2022 is the rise of learn-to-earn models. Play-to-earn came onto the scene last year with Axie Infinity. It was p...

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