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Great to see 1kx at the top of the Matthew Nguyen VC leaderboard over the past 12 months with 14.8% of the Mindshare- about 40% ahead of #2. Mindshare is earned over time. Honored to keep showing up.

Crypto's network effects, thus far, come mainly in the form of easy discovery and access to trade, hodl, or use new tokens. To date, there are two categories that accrued this network effects: (1) CEXes where users onboard (2) chains + their dominant wallets & frontends (for

Far app & fat protocol thesis were both wrong. Don't be fat. Be the chad that own distribution. Own all sides that contribute to network effects and become irreplaceable.

Snarkifying the L1 can be an inflection point for Ethereum because it could provide hockey-stick shape scaling for the L1. Instead of scaling node requirements uniformly like other L1s, Ethereum will only need to scale DA + RTZK throughput.

DEX:CEX spot trade volume is on track to reach >30% marketshare for the firs time this month. Efficiency, self custody, transparency, & access. Decentralized tech & platforms can provide better financial products. This will happen to more verticals.

One overarching thesis at 1kx is that innovations in secure-by-design trust infrastructure will eliminate inefficiencies in markets and lead to new waves of value creation. Programmable cryptography, quantum systems, secure hardware, DNA computing, ... there will be new

Blockchain designs have been flawed. What do cloud services do when they are at capacity? → Raise capacity What do chains do when they are at capacity? → Raise fees If you think we don't need better chains anymore think again.

Very good read for those wanting to catchup on the upcoming trial on TC / Roman Storm. My read is that the prosecution won't be arguing against either (1) code is speech or (2) non-custodial protocols are not MSBs. If you really want to support the defense, saying "writing code

Markets are efficient when all participants can easily discover counterparties. Platform monopolies destroy this dynamic: Uber demands steep take rates from participants. Crypto should create efficient monopolies.

it is increasing clear that crypto is entering the phase of verticalization, with projects going "full stack" infra projects are focusing on first-party apps apps are replacing their non-critical infra adapt or be outcompeted

Price movement of ETH is due to

State of tokenization: > private excel sheets and databases can't interop > migrate all systems to a public chain like Ethereum > keep access and transfers gated behind KYC > no privacy at all for hodlers of these tokens So who's building whale trackers for RWA tokens?

It's 2025. Can we stop saying "the blockchain"?

Technical and product-focused founders are often very good at identifying the global maximums for their optimization problems at hand (e.g. reaching PMF). However, what they often underestimate is the path dependency of getting from where they are to the global maximum.

Monthly reminder for infra builders: Blockchain scaling is about scaling network effects, not just throughput or TPS. Some questions to ask: → If there's a successful app in your eco, how does it benefit other apps? → If a users onboards to one app in your eco, do they also

Ethereum gas limit: 30M → 45M ETH: ~50% up over past month Clearly, the tech is 50% better.

The CLARITY Act, if passed, is bullish for L1s (and decentralized L2s) because its "mature blockchain systems" definition of "impartial system" excludes centralized L2s (w/ single-entity sequencers). (However, L2s can satisfy this criteria if its sequencer is elected by