Prediction Markets: SocialFi and TAM
Are prediction markets a product or a feature, how big is the TAM, and do they need to be onchain? A standalone look at SocialFi’s event-driven side.
The Visions and Narratives of Crypto
Tracking the evolution of crypto narratives: Bitcoin as its own category, Ethereum roundtripping the world computer, and the rest of crypto.
Investing In Wackadoos
A framework for the founder spectrum: wackadoos, thot leaders, pastas and remixers, and what each means for betting on ideas.
DeSci Manifesto
Unbundling science from bureaucracy: three theses on how crypto incentives and tokens could fund a new era of scientific discovery.
What Are We Looking For?
What Zee Prime looks for in founders: genuine curiosity and unique conviction independent of fashion, run through a non-obvious-truth framework.
Beyond Layers
A long ramble on blockspace: what it is, why it matters, blockspace as a Veblen vs Giffen good, Jevons paradox, and why scheduling beats scalability.
Subsquid Pro Quo (AKA the Necessiware)
Why Subsquid is not middleware but necessiware: a decentralized data lake and query engine that feeds crypto frontends faster and cheaper.
Betting On 7 Deadly Sins
SocialFi: 100x-ing on pride, greed, wrath, envy, lust, gluttony and sloth. A history of speculation and theses on SAX, AlphaClub, Polymarket, Ryzz and Kizzy.
RWA vs NWA
Real World Assets vs Networks Wit Attitude: why tokens are a new consumer product and a bottom-up commercial revolution, not a top-down financial one.
The Future Of OwnyFans
How social media became asocial, why friend.tech is Ponzi Social, and why Web3 is really commerce: tokens bundling culture and product into one.