Last week I was attending a startup pitch event in London. By chance I ran into a Web2 SaaS VC investor who was curious yet skeptical...

Ever since the heydays of 2021 crypto bull market, the origination volume of onchain private credit space has seen very little growth, signalling a lack of capital inflow into this asset class. I have spent a good part of past 6 months working on various permutations of onchain private credit products and current landscape of crypto capital holders and allocators. Nothing looked remotely competitive in the face of 5% risk-free US Treasury rate and deteriorating economic condi

An interesting trend I am observing recently has been the increased focus of crypto projects looking at capital allocation to real world asset (RWA) yields as a form of sustainable long term and uncorrelated return for their treasury management objectives.

One of the most illuminating questions I got after publishing my recent article on the importance of cash/treasury management for crypto...

The No.1 Reason for Crypto Startup Failures In my 6 years time sourcing, interviewing and working with crypto startups, I have seen...

On 12th April 2023, 15% of Ethereum’s market supply, worth roughly $33bil, that was locked up as a part of Ethereum’s transition from...

While crypto prices have shown remarkable resilience in the face of a 4.5% Fed’s Funds Rate, a US regulatory clampdown and a mini US...