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State of the Crypto Market
My thoughts on the current market dynamics - where we are in the cycle and when we might reach a bottom.
Jul 5
•
Alana
11
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Second-Order Effects of Publicly Traded Venture Capital Vehicles
Venture funds are starting to go public. The mission is often to give retail a path toward accessing private companies. That leads to many second-order…
May 15
•
Alana
On My Mind: Waymos Everywhere
Plus, a framework for finding the generalizable from the specific
May 5
•
Alana
1
1
1
On My Mind: Experts in LLM Backrooms
Plus, a framework about thermostats
Apr 7
•
Alana
On My Mind: Costs of Replication
Plus, framework for different ways to be contrarian
Mar 31
•
Alana
2
On My Mind: Startups that Look Like Funds
Plus, a framework for answering questions about competition
Mar 17
•
Alana
3
On My Mind: Exposure to Private Assets
Plus, a framework for building slides and some good book recs
Mar 3
•
Alana
3
1
On My Mind: Crypto M&A, Why Blank Slates Can be Bad, and In-Person Effort in the Age of AI
A selection of half-baked ideas I’m exploring for long-form essays combined with recommendations of great content I recently consumed.
Feb 24
•
Alana
6
2
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