Portfolio Manager, Re7 Capital. Thinking fast and slow.
// Fund of the Year (Annual Excellence) - Winner
Hedgeweek Global Digital Assets Awards 2025
Re7 Capital
// Fund of the Year (Sustained Excellence) - Winner
Hedgeweek Global Digital Assets Awards 2025
Re7 Capital
// Crypto Research
Game Warping: Crypto Networks, Augmented Rationality, and the Terminal State of Human Decision-Making (2026)
25 Charts That Defined 2025 (2025)
SocialFi - Are You Paying Attention? (2024)
On Ethereum's Valuation (2023)
On Bitcoin's Valuation (2023)
Revisiting Oracle Network Valuations (2023)
On Blockchain Valuations (2023)
2022: 22 Graphs That Defined the Year for Crypto (2022)
NEAR: The Inflection Point (2022)
On Frax Finance (2022)
Oracle Network Valuations: The VSPT Ratio (2022)
2021: 21 Graphs That Defined The Year For Crypto (2021)
Hubble Protocol Investment Thesis (2021)
Sushiswap: A Fundamental Analysis (2020)
Scaling Ethereum: An Exploration of Layer 2 Solutions (2020)
Kyber: Volumes, BRRs, and Fees (2020)
DEX Aggregators: Adoption, Evolution, and Efficiencies (2020)
Opyn: Options, Liquidity, and Niches (2020)
Bitcoin Q2 2020 Report (2020)
Monero: Miners, Fees, and Sidechains (2020)
Aragon: DAO Trends, Aragon Court, and ANJ (2020)
0x: Adoption, Stake Pools, and Niches (2020)
Nexus Mutual: Bonding Curves, Cover Trends, NXM Modelling (2020)
Kyber: Network Highlights, Value Composites, Market Neutrality (2020)
Crypto Capital Assets: Earnings, Correlations, Nuances (2020)
Loopring: zk-Rollups, LRC Staking, DEX Activity, and Transaction Batching (2020)
Decred: Correlations, Network Stakeholders, and Treasuries (2020)
tBTC: A Deep Dive (2020)
Zcash: Miner Economics and Shielded Activity
The Road to Blockchain Centric Insurance Industry (2019)
On The Meaning of Decentralisation (2018)
Revisiting Protocols Network Effects: Interoperability (2018)
// Re7 Research Hub