Focus
Focus
I mainly look at crypto and AI, and the overlap between them. These are my current areas of interest, and they will change over time.
01
Onchain infrastructure
L1s, rollups, interoperability and account abstraction. I care about who is actually using them, not who tells the best story.
02
Stablecoins & payments
How stablecoins land in cross-border payments and settlement, and what regulation opens up or closes off.
03
AI agents
How agents call tools, spend money and get verified, and how they change the shape of software.
04
Where crypto meets AI
Agent payments, decentralized compute and data, and ownership of models and data.
How I look at projects
Write your evaluation framework here: stages you follow, team traits, metrics you care about, what you pass on. [To be filled in]