Morpho for the generalist investor

14 Aug 2025

This post is an attempt to explain Morpho to the generalist investor, which is another way of saying an investor familiar with crypto but not deep in the weeds. The motivation behind this is to explain what I believe to be a transformative company that promises to have an impact...

Some lessons from Courtyard

02 Jul 2025

One of the best parts of being a VC is working with teams before they’ve developed a product that takes off, and then being there when it does. That’s exactly what's happening right now with one of our portfolio companies, Courtyard. Courtyard is a collectibles platform...

Startups that bridge DeFi and TradFi

20 May 2025

The convergence of DeFi and TradFi is firmly underway. For much of DeFi’s history, it has operated as a parallel financial system to the traditional financial system, but that’s changing. We now have the perfect storm of built out infrastructure, mature DeFi protocols and a thawing regulatory environment...

Prelude

01 May 2025

Yesterday we announced that Cherry Crypto is now Prelude. We shared a post talking about it on our new website. The summary is that after three years of investing as the crypto fund of Cherry Ventures, my partners Brett and Yannis and I have spun out that fund and will...

The DeSci value chain in 2025

27 Mar 2025

I wrote a post last year laying out the DeSci value chain as I saw it. At the time I had broken it down into 3 core components: funding, research and publishing. I’d now add a fourth component: commercialization. DeSci is ultimately about bringing new drugs to market in...