Spirited Reflections on a Spiraling Path

As a community, our rebellion is against web3 technologies that read as hollowed-out utopian fantasies. Our enemy is the superficial allure of quick gains, and the lie that the path to mass adoption is the financialization of everything.

Instead, our goal is to work towards a suite of technologies that are deeply integrated into our cultural and soc... See more

My overarching thesis is that we are at the early stages of a multi-decade super-cycle of retail empowerment driven by the fact that “consumption, culture and community” are now tradeable assets. Consumption is no longer ephemeral, but persistent. No longer private, but communal. No longer limitless, but scarce. Consumption is, for the first time, ... See more

What’s the role of a social network in a user-centric web3 world? No longer platform-centric venues, social networks become portals into a metaverse, full of opportunity. Users own the value they create and carry the credibility they accrue. Social Investing 2.0 promotes meaningful connections that lead to platform agnostic, liquid collaboration be... See more

ecause if you think about, if you unpack what does Web3 mean? And if it really boils down to the financialization of everything, there's three distinct buckets of it in my mind. There's a speculative sphere because you can now tokenize so many different things, the opportunity for markets and best execution and price discovery and all these things ... See more