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Web3

2024

Fulfilling Crypto's Original Promise

October 3

The Dislocation Between Public & Private Web3 Markets

August 29

The Future of Blockchain Data : Our Investment in Allium

July 17

The Most Profitable Software Company in Q1 2024

April 18

SUI Generis : Office Hours with Evan Cheng of Mysten Labs

April 9

The Secrets to Building Vibrant Communities in Web3 Open-Source

February 25

Nobody Knows : Steel & Blockchains

February 19

One of the Biggest Public Offerings in 20 Years

February 16

2023

Gas Gas Revolution

October 27

Web3 in SaaS Clothing

June 8

The Greatest Profitability Turnaround in Software History

May 4

Economics in the Sometimes Strange World of Web3

April 9

Sizing the Web3 B2B Software Market

January 1

2022

From a $200k Annual Burn to Raising $80m+ : Notes from Office Hours with Fredrik Haga

December 23

The Uniswap Token Launch : Tokens as CAC Part II

November 27

The Most Successful Web3 Launch in 2022

November 23

Office Hours with Fredrik Haga of Dune : What is the Future of Web3 post-FTX?

November 14

What the FTX Fiasco Means for Web3

November 9

The State of Web3 in 2022 through Data

September 17

Web3 Users Are Just Like Web2 Users

September 6

Why We'll See More New Types of Web3 Apps in the Next Year

August 30

Don't Look Now But Web3 Companies are Beginning to Trade Like their Web2 Counterparts

August 30

Messaging: the Bottleneck for Web3

August 4

Spot the Difference

July 20

The End of Web3

July 8

Asking Users to Complete Tough Mudders to Use Your Product

June 28

Coinbase & Uniswap: How 7 Key Benchmarks Stack Up

June 27

The Web3 Marketing Stack: The Next Big Wave in Crypto

June 23

The New Key Competitive Advantage for Web3 Startups

June 13

Five Mid-Year Predictions for Web3

May 11

The Critical Question Facing Web3 Infrastructure Startups

April 29

The Rhyming Protocol Wars of 2022

April 20