Crypto…but with clarity

My writing is grounded in deep research and independent thought. Crypto is complicated, confusing and fast paced. I simplify and slow it down.

What to expect

I write thought pieces about crypto technology, markets and developments. I distill it down into what is most important. All signal, no noise. Bet you’ll learn something interesting.

About me

I’m an avid crypto researcher and writer. I do crypto things at North Island Ventures. I channel over a decade of research experience into crypto. I previously spent over 8 years at BlueMountain Capital Management, a $22 billion New York based hedge fund.

Where to start

Here are few topics to get you started.

Curious about value in crypto, check out:

1. My Crypto Thesis: Crypto Accelerates Commerce

2. Does Value Exist in Crypto?

3. Crypto DCF (Non)-Sense

4. Crypto Relative Value: A Method to Triangulate Crypto Value

Crypto in the US:

1. W(E)TF: Implications of a spot BTC ETF

2. SEC Drops the Hammer: Making sense of the SEC cases against Binance and Coinbase

3. Crypto Crackdown: Regulators Mount Up

4. Why to Not Ban Crypto: The Business Case for Crypto in the US

Looking to get ETH pilled:

1. Ethereum Q2'23: State of the Network

2. The Dankest EIP: What EIP 4844 is and what's misunderstood?

3. The Business Case for Ethereum

4. Ethereum can’t scale…or can it?

You can see all my articles here