Zoom Out
For Investors

Sign up for writing (No spam)

  • DeSci

The Future Of Medicine Is Tokens

The DeSci thesis: permissionless capital formation for science, IP-NFTs, and why value accrues to scientists, DAOs and vertical marketplaces like...
  • Social

Commerce In The Fluid Web

Revising Mitra's Web 3.0 into 5C: context, content, commerce, community and crypto, and how a fluid, vertically personalized web blurs...
  • Infra

The Fappening

The Fat App Thesis: why value accrues from protocols to apps. Appchains, the superapp X, the Trojan Middleware and the...
  • Social

Crypto Products, But Increasingly Useful

Applying Bill Gurley's Increasing Marginal Utility (IMU) to web3: how social, curation and search products like Lens, Tribz, Shil.me and...
  • ZK

Part 1: Can We Kill Moloch? ZK Basics and Virtual Machines

A primer on zero-knowledge proofs in blockchains: why ZKPs matter, STARKs vs SNARKs, the proving pipeline, hardware acceleration, and the...
  • Infra

Why ATOM 2.0 Is Not Really A Gamechanger (Part II)

A breakdown of the ATOM 2.0 proposal: Interchain Security, Liquid Staking, Interchain Scheduler and Allocator, the new inflation schedule, and...
  • Infra

Searching For Scale And Value Capture In The Cosmic Noise (Part I)

A deep dive into Cosmos scaling: horizontal scaling, Interchain Security, L1 smart contract platforms (Evmos, Neutron, Juno, Archway) and modular...
  • Social

Social Web 3

The next generation of the social internet: indexing addresses not pages, horizontal vs vertical relevance, identifiers-as-a-service and ZK attestations that...
  • Social

Improving Community Distribution

Why airdrops are bad customer acquisition, and how warrants, continuous distribution and gamified KPI-based emissions create better protocol incentive alignment....
  • Infra

The Bridges Are Dead, Long Live The Bridges!

The case for Generalized Messaging Protocols over token bridges: architectures of Axelar, Abacus, Nomad, LayerZero, Wormhole, XCMP, IBC and Chainflip,...
  • Infra

Web 3 Middleware

A bottoms-up map of the Web 3 middleware stack: storage, data models, indexers, access controls and integration platforms, and how...
  • DeFi

A Lot Of On-Chain Options, But Few To Exercise

A deep dive into the on-chain options landscape: the trends, the pain points, and what could be built to make...