Investment theses and thoughts
Recent writing
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VC · Web3 · robotics
Robotics x Web3Robots entering our everyday lives and industries is the next logical step of the disruption we are living today, mainly through specialized industrial-grade robots rather than the humanoids we see everywhere. Web3 can bring valuable features to this future (robot identity, access to track records, ownership, coordination), allowing us to... -
VC · Web3 · DePIN · aviation
Wingbits: DePIN aviation dataI’m passing on Wingbits. The team is very strong, but they need to onboard +$3.5M to finance their network while having huge investors and team unlocks very soon. TAM seems to constrained to me for a VC investment. Would love to have the founders vision. Here is my detailed analysis.... -
VC · Web3 · prediction-markets
Pumpcade: the 60 second instantly resolved prediction marketsI’m long $PUMPCADE. Team is aligned with token holders, communicates transparently and is building a product genuinely new in a market that’s just getting started. Here is my detailed analysis. -
VC · Web3 · DePIN · infrastructure
DePIN: Why I'm bullishDePIN (Decentralized Physical Infrastructure Network)is a new way of creating, managing and owning any infrastructure our societies use. -
VC · Web3 · AI
Investments philosophyI’m at a point in my life where I can look for low probability high return investments, as I have nearly no responsabilities. I do so by investing early in projects (VC) or by exposing my portfolio to high potential markets. The one I’m the more exposed to (to not...