Zoom Out
For Investors

Sign up for writing (No spam)

  • Applications

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?...
  • Research

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...
  • Founders

WalkableDAO

Using cryptoeconomic coordination to invest in real estate and enact local policy changes that make cities safer and more walkable....
  • Founders

Investing In Wackadoos

A framework for the founder spectrum: wackadoos, thot leaders, pastas and remixers, and what each means for betting on ideas....
  • DeFi

Onchain Capital Structure

Building businesses with a fully onchain capital structure: programmable revenue, embedded financing and tokenized equity....
  • AI

I, Robot

Why crypto-powered robotics (real-world agents) could fund the data, hardware and experiments that centralized labs cannot....
  • DeSci

DeSci Manifesto

Unbundling science from bureaucracy: three theses on how crypto incentives and tokens could fund a new era of scientific discovery....
  • Founders

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....
  • DePin

Everything Old is New Again

Why overlooked old technologies like multicasting and radio waves make great DePIN targets, and how Blockcast could scale internet traffic....
  • DeFi

Permissionless Capital, Global Consensus and New Markets

Crypto's unique properties are permissionless capital formation and global consensus. Its best use is creating new markets people want to...
  • Privacy

DeSec? Where Crypto Meets Security, Surveillance, and Defense

A category Zee Prime calls DeSec: using crypto protocols and DePIN networks to scale and check the surveillance, security and...
  • Infra

How many abstractions do we need?

Chain abstraction is a VC fix for a VC-created problem. The real abstraction will come from whoever builds the most...