Helius Leads Crypto Privacy Push Amid Bear Market Talent Grab
In any bear market, the best companies are in a position of strength to aggressively acquire talent. @mert and the @helius team are empire building right now. Privacy is the most important frontier in crypto right now. And @helius is building the privacy layer for Solana.
Six Years In, Hitting My Venture Stride
It takes about 10 years in venture to really hit your stride. I went full time on @chapterone 6 years ago. This is what year six looks like when you're doing the best work of your career with a killer team. We've come...
Investing in Blackstar: Next Category‑Creating Venture
Our newest investment: Blackstar ✴︎ @DanielEdrisian is a product & eng savant. We invested in his last company, Alex, which OpenAI bought. When he called to say he was building something new, we said yes on the call. Blackstar ✴︎ is a...
Crypto Deal Flow Slows as Quality Drops, Focus Shifts
Our crypto investments over last year (we’re one of the more active firms) We’ve done less crypto deals for many reasons: 1. We’re a generalist firm & so many other interesting places to spend time (AI, robotics, etc.) 2. Quality of crypto deals...