Receive these posts by email like 150k+ others!

    Web3 by @ttunguz

    Venture Capitalist at Theory

    About / Categories / Subscribe / Twitter

    Web3

    2025

    $1.2b of Revenue in 30 Days

    February 6

    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