The Evolution of EigenLayer Operators
After operator mainnet launches (soon!), there will be a whole new set of incentives that exist in EigenLayer’s operator and AVS marketplace. In this piece, I investigate what those incentives mean for liquid restaking platforms and where I think value accrues.
I’m excited to officially announce Hash3, a $29M seed-stage crypto fund investing $250k-1M into passionate founders building an open and permissionless future.
Only the Missionaries Can Save Us Now
Legendary investor, John Doerr, made a simple statement over two decades ago that offers a solution to the crypto industry today.
My current investment framework's criteria are detailed via six questions. Not all potential investments have a 'yes' answer to each question, but this framework serves as a mental (and sometimes physical!) guide to help me quickly sort companies into “this-is-not-a-fit-for-me” or “this-is-a-fit-for-me” buckets.
Am I Too Late?
It's easy to think crypto is mainstream. But it's not. We're early. So early in fact, that if crypto adoption were mapped to the history of internet usage, we'd be in the mid-90s.