Why we invested in Odin
Odin is democratising private investments, starting with SPVs for angel syndicates. Here's why the Striking Markets syndicate invested.
Never go to zero
Risk management practices you can implement to improve OpSec and staying power in crypto.
(Non)sense of blockchain startup valuations
Why most blockchain fundraise valuations are overvalued and what extreme outcomes one must achieve to have a profitable venture portfolio.
Bridges: (ir)rational valuations - an investment framework
Bridging is a homogeneous service that will eventually be abstracted away. A user won't know what rails they are using. They will simply try to go A>B for the cheapest price. This is max a few years away. My thoughts on if these non-differentiated products are investable: I think
My crypto backpack
Your information diet and toolkit is essential to succeeding in crypto. This space moves so fast that having the right sauces is key. I'd like to think I'm DEEP down the rabbit hole. An article on who I follow and what I use to thrive & survive out there: 👇🏽 Let's begin
The passive investor
I’m inspired by investors like Munger and Buffett (Berkshire), Li Lu (Himalaya Capital), their more modern day equivalents like Michael Shearn, Fred Liu (Hayden Capital) or crypto contemporaries like my friends Ace Da Book [https://twitter.com/Ace_da_Book] (To The Moon Capital) and GLC [https://twitter.com/
I’m thrilled by the reception of the newsletter and grateful for my crypto friends who shared the announcement. You make me proud to be part of this community. This morning I woke up inspired to write more, so here we go. Today I want to explore the topic of
Welcome to Striking Markets
Why I'm writing this I’m launching this because I wanted to publicly share my thoughts in an expanded format in complement to my Twitter, as well as steepen my learning curve and credibility by learning in public. Hopefully this will allow those unfamiliar with me to more quickly see