Strong opinions

Akio Morita, the founder of Sony, once said: “Our [Sony] plan is to lead the public with new products rather than ask them what kind of products they want. The public does not know what is possible but we do.” Sony established its position as one of the world’s…

Crypto needs more people digging for gold instead of building shovels

A lot of the activity in crypto at the moment is centred around building and investing in infrastructure. On the one hand, building infrastructure for a new technology stack like crypto is needed for applications to emerge. A lot of important infrastructure has been built over the past few years…

MiCA, Europe's opportunity

There’s a coordinated effort underway in the US by various regulators and government agencies to smother the crypto industry by cutting off its access to banking services. Nic Carter wrote a great piece that sheds light on what is happening. To say that the US is currently hostile towards…

Lean into the medium

New technologies are tools that founders can use to build new products. The most impactful products are those that harness new technologies to create experiences previously not possible. Microsoft Excel was enabled by the processing power of personal computers while Google and Amazon were uniquely enabled by a network of…

Show don't tell

I first read Sir Alex Ferguson’s book Leading right around the time it came out in 2015. The book was the result of a collaboration between the famed Manchester United coach and Michael Moritz of Sequoia, who wrote an epilogue for the book. At the time I was still…

In search of DeFi fixed rates

The most used DeFi lending protocols today offer variable rates for both lenders and borrowers. While variable rate lending is an important pillar of DeFi, it’s a product that isn’t suitable for everyone. Interest rate volatility makes it difficult to plan for the future, make investment decisions and…

Picking the right (early-stage) investor

Partner at $1B multi-stage fund: "If any pre-seeds of yours are upcoming, we'd love to peek!" Never seen so much seed interest from platform funds, almost to the exclusion of A (and definitely to the exclusion of Bs). Off the charts. All said and done, it's good for founders. — Gokul…

Bio DAOs

If you’re spending time exploring the DeSci space, one of the first things that will jump out is the vibrant ecosystem of Bio DAOs across multiple fields of science - VitaDao for longevity, HairDao for hairloss, AthenaDao for women’s health etc. What you’ll also notice is that…