- Applications
Prediction Markets: SocialFi and TAM
Are prediction markets a product or a feature, how big is the TAM, and do they need to be onchain?...
- Research
The Visions and Narratives of Crypto
Tracking the evolution of crypto narratives: Bitcoin as its own category, Ethereum roundtripping the world computer, and the rest of...
- Founders
WalkableDAO
Using cryptoeconomic coordination to invest in real estate and enact local policy changes that make cities safer and more walkable....
- Founders
Investing In Wackadoos
A framework for the founder spectrum: wackadoos, thot leaders, pastas and remixers, and what each means for betting on ideas....
- DeFi
Onchain Capital Structure
Building businesses with a fully onchain capital structure: programmable revenue, embedded financing and tokenized equity....
- AI
I, Robot
Why crypto-powered robotics (real-world agents) could fund the data, hardware and experiments that centralized labs cannot....
- DeSci
DeSci Manifesto
Unbundling science from bureaucracy: three theses on how crypto incentives and tokens could fund a new era of scientific discovery....
- Founders
What Are We Looking For?
What Zee Prime looks for in founders: genuine curiosity and unique conviction independent of fashion, run through a non-obvious-truth framework....
- DePin
Everything Old is New Again
Why overlooked old technologies like multicasting and radio waves make great DePIN targets, and how Blockcast could scale internet traffic....
- DeFi
Permissionless Capital, Global Consensus and New Markets
Crypto's unique properties are permissionless capital formation and global consensus. Its best use is creating new markets people want to...
- Privacy
DeSec? Where Crypto Meets Security, Surveillance, and Defense
A category Zee Prime calls DeSec: using crypto protocols and DePIN networks to scale and check the surveillance, security and...
- Infra
How many abstractions do we need?
Chain abstraction is a VC fix for a VC-created problem. The real abstraction will come from whoever builds the most...