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.

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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

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Investigating crypto through the eyes of a seasoned hedge fund analyst. First principles approach to understanding and investing in crypto. All signal, no noise.


A seasoned analyst's take on crypto. I channel my near decade of hedge fund experience ($22bn BlueMountain Capital alum) into crypto research and writing.