Why successful L1s define their target ecosystem first and build purposeful infrastructure around it — using Hyperliquid and Tempo as case studies in intentional blockspace design.
Horrid golfer. Mediocre martial artist. Passionate about blockchains eating finance.
2026
Why successful L1s define their target ecosystem first and build purposeful infrastructure around it — using Hyperliquid and Tempo as case studies in intentional blockspace design.
A bull case for impact markets as financial infrastructure — mapping what they replace in existing capital allocation and information ecosystems, using Lightcone as a reference point.
Why prediction markets aren't just a betting mechanism — they're the corrective signal layer that traditional media and analysis has always lacked.
2025
A framework for evaluating crypto neobank plays — from stablecoin-native global dollar accounts and yield products to interchange monetization, margin structure, and a $2.4B+ market sizing.
As crypto liquid funds grow and price discovery migrates on-chain, dark pools become essential infrastructure. An investment thesis covering the gap between OTC desks and the on-chain institutional future.
2023
2022
Projects
Multi-chain analytics tracking blockspace demand across L1s and L2s — gas usage, fee revenue, and ecosystem activity in one place.
An interactive explainer for prediction markets — how they work, why they matter, and what makes them structurally different from polls and traditional media.
Hedge positions, provide liquidity, and explore how capital can be allocated to measurable outcomes. Built alongside the Impact Markets essay.
Investor. I write at Long Black about blockchains, DeFi, and the things that look obvious only in hindsight. Previously at IOSG Ventures. Based in Bangalore.