Venture Capitalist at Theory

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Five Mid-Year Predictions for Web3

May 11

The Critical Question Facing Web3 Infrastructure Startups

April 29

The Rhyming Protocol Wars of 2022

April 20

Four Fundamental Innovations of Web3 that Will Upend Web2 Incumbents

April 7

$112m of Market Cap per Engineer

March 31

Inflation and Deflation in Web2 and Web3 Startups

March 27

The App Store Model Comes to Web3

March 21

Guess the Startup Answers

March 14

1/9/90 in Crypto

February 28

The New Discipline Web3 Software Companies Must Develop

February 9

How Much Money is Flowing into Crypto?

February 1

How Correlated are the Web 2 and Web 3 Software Markets?

January 13

The Top Sectors of Web3 in 2022 by Revenue

January 4


Tokens as CAC - Are Crypto Companies More or Less Efficient in Acquiring Customers?

December 17

Justifying Token Equity Multiples using GDP Data

November 16

The Two Cap Tables of Crypto Companies: What They Are and How They Relate to Each Other

October 11

Crypto Companies Insider Ownership is Approaching that of Classic Startups

October 3

How Will We Value a Crypto Token?

September 6

You'll Never Login the Same Way Again

August 23

My Mental Model for the World of Crypto

July 9


An Era of Fundamental and Massive Change - The Capital Markets Innovation of the ICO

January 11


The Parallel Between Cryptocurrency and Continentals

November 26

Just How Disruptive Are ICOs to the Classic VC Model?

November 5