Very insightful and interesting read! May I ask what field(s) you were in prior to crypto? The details in your theses are sophisticated even for a decade long crypto veteran, let alone for a short 1.5 years of being in the space. I've been in it 2x as long and still find it difficult to have conviction in a thesis more than "number go up". 😂
Great stuff. Do you mind if I link to this post from my newsletter? If I don't hear back from you, I'm going to do it anyway!
Haha, go for it
Thank you!
Just for clarification, what do you abbreviate by "PMF"?
Product-Market Fit
Very insightful and interesting read! May I ask what field(s) you were in prior to crypto? The details in your theses are sophisticated even for a decade long crypto veteran, let alone for a short 1.5 years of being in the space. I've been in it 2x as long and still find it difficult to have conviction in a thesis more than "number go up". 😂
thanks! I was in the L/S hedge-fund industry before moving over to crypto full-time.