The Power Law

Venture capital is a unique asset class for many reasons - there are typically minimal to no metrics to evaluate potential investments on, many of the business plans have never been tried before and require a leap of faith, and testing and learning is prioritized over scaling and optimizing (at the earliest stage / pre-product-market … Continue reading The Power Law

MetaMask Mobile

Last week MetaMask, the browser wallet incubated within ConsenSys, announced a public beta of their mobile wallet. This release makes it the latest offering competing to win the mobile crypto wallet / browser use case alongside projects such as Opera, Brave, Coinbase, Cipher, and Trust Dapp. Ease of Use I took MetaMask's wallet for a … Continue reading MetaMask Mobile

Paradigm Shifts and the Rise of a New Asset Class

This past week, legendary investor Ray Dalio published a blog post detailing why paradigm shifts are important, which have impacted the past 100 years, and what current macroeconomic conditions imply for the future. Aside from being a great read, the article drives home a very important tenet of becoming a great investor: study the past, … Continue reading Paradigm Shifts and the Rise of a New Asset Class