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ChatGPT: The Western "WeChat" Super-App Nobody Saw Coming
“We are creating the WeChat for the Western hemisphere” has been so pervasive in startup pitches across Web2 and Web3 that it has almost become a…
Dec 27, 2025
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Catrina
1
The Crypto Venture Inflection: My Top 5 Pressing Questions
DM if you want to jam.
Dec 7, 2025
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Catrina
1
The Leakage Theory
Want to share a mental model that's been integral to how I approach work and life.
Oct 13, 2025
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Catrina
1
1
1
Most Popular
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[Abridged Version] An Honest Report on Decentralized Storage
Aug 24, 2022
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Catrina
12
2
Our Thesis on STX
Dec 4, 2024
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Catrina
18
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1
A Succinct Primer on MEV & Flashbots
Feb 21, 2023
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Catrina
5
Brain Food in Crypto & Venture
Jan 2, 2023
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Catrina
3
Is Decentralized Infra a Solution in Search of a Problem?
Oct 21, 2022
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Catrina
7
The Downfall of the Network Effect in Crypto
Mar 27, 2025
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Catrina
2
2
Latest
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Discussions
The Comparison Fallacy in Crypto
Why Investors Shouldn't Evaluate Web3 Companies from a Web2 Lens
Aug 12, 2025
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Catrina
3
A Mental Model for Joy & Jitter
What's your objective vs. subjective joy ratio?
Jul 23, 2025
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Catrina
3
[Part I] Finding the Right Quantum Crypto Play is Harder Than You Think
Our quantum thesis & how we found Quip Network
Published on Portal Ventures
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Apr 24, 2025
Six Industries Poised to Be Transformed by Quantum Computing
Part II to the initial article published in 2021 "What's the Big Deal about Quantum"
Apr 21, 2025
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Catrina
2
The Downfall of the Network Effect in Crypto
Web2’s favorite growth hack reconsidered: why the network effect is no longer a durable moat in web3.
Mar 27, 2025
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Catrina
2
2
An Explosive Thesis: Why We Led Uranium Digital
Category creator at the intersection of nuke x crypto
Published on Portal Ventures
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Dec 16, 2024
Our Thesis on STX
We rarely write about one particular token, but given the volume of requests for our thesis on STX, especially after the recent announcement, we are…
Dec 4, 2024
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Catrina
18
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Master: Table of Content
Crypto, capital, and curiosities
Nov 3, 2024
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Catrina
Curb your enthusiasm: Why DePIN has the hardest business model to win in
for both builders and investors... and how to win
Oct 7, 2024
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Catrina
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Candid Contemplation
Mental models in crypto, venture, and life
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