AI Agents Thesis
Autonomous AI agents will capture 20% of blockchain transaction value by 2026 through:
Autonomous AI agents will capture 20% of blockchain transaction value by 2026 through:
The rate you can earn on an account over a year and it includes compound gains.
A node sale is a fundraising method in the cryptocurrency and blockchain space that involves selling access to network nodes rather than tokens.
Where are we in the cycle—and what does that mean for asset performance?
Where should capital flow?
How should capital be put to best use?
Understanding value creation is crucial for assessing the potential and sustainability of projects.
DePIN Asset Valuation
Decentralized Physical Infrastructure Network. It's a concept that leverages blockchain technology and token incentives to create and manage physical infrastructure networks in a decentralized manner. Instead of relying on centralized entities like corporations or governments, DePINs enable anyone to contribute resources like storage space, network connectivity, or computing power in exchange for tokens.
Fundamental investing checklist
geodnet
Diagrams | Matrices | Thinkers
Events that trigger market movements and signals that indicate action.
The Team
Diagrams | Matrices
Cashflow is king.
Building The Connected World
What traits of outsiders
Analysis | Diagrams | Innovators
Diagrams | Matrices | Thinkers
Test predictions with real stakes
Keep learning, stay flexible, and always be ready to adapt as new data comes in.
What can you adopt from Ray Dalio's principles to make better decisions?
Crypto | Mind Map
Behavioural Psychology and Risk Management
The chance that your investment outcome will be a substantial loss of potential energy.
Founder of Xero. Now focused on rebuilding New Zealand's infrastructure and tech ecosystem using the same playbook that scaled a Wellington startup into a multi-billion-dollar global SaaS company.
The future already exists, we just don't know how to sell it.
TAM calculation is not just for investors—it should inform product roadmap decisions and go-to-market strategies while providing realistic growth projections.
What impact will AI and Participatory Capital have on the Venture Capital Playbook?