
What you can't say in Silicon Valley
Peter Thiel always asks variants of the question: “What are you not allowed to say?” in a given environment.
Long-form thoughts that don't fit in a tweet thread.
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Peter Thiel always asks variants of the question: “What are you not allowed to say?” in a given environment.

It’s 2025 and crypto is going mainstream.

The market doesn’t seem to care about 7½ years of progress with Ethereum’s developer ecosystem.

Henlo everyone!

For any crypto OG who’s been in this industry for a long time it’s without a doubt that the culture of the industry has changed significantly in the past year.

Happy 2024!

It’s been a while since I wrote my last Substack article, so I wanted to share some takeaways from conversations I’ve had with LPs and other GPs in the past few months about the overall state of crypto VCs.

As an annual tradition, I always make three under-the-radar product trend predictions for the upcoming year.

On the 14 year anniversary of the Bitcoin whitepaper

gm Substack!