Back of the Envelope

The Real Alt Season is in Crypto Equities

There have been a lot of questions as to whether we’ll have an alt season in crypto this cycle.

Oct 7 • 

Alana

2

July 2025

An Update on Robinhood (6 months later)

The company's pursuits in crypto, investing, and broader financial services

Jul 2 • 

Alana

1

June 2025

Vibe Coding Platforms are AI-Native Social Media

Vibe coding platforms are emergent, AI-native social media networks.

Jun 23 • 

Alana

2

1

May 2025

February 2025

What's Happening at Reddit?

The company is a sleeping giant in the world of AI

Feb 4 • 

Alana

1

1

January 2025

Reflections on the State of Crypto - H2 2024

A look at the major inflection points that occurred in the second half of 2024

Jan 9 • 

Alana

1

December 2024

What's Happening at Robinhood?

And will it become the next great crypto exchange?

Dec 27, 2024 • 

Alana

4

1

November 2024

Will It Increase Productivity? A Lens for Investing

An excellent litmus test for how big a company can grow

Nov 18, 2024 • 

Alana

1

October 2024

What's Happening at Coinbase?

How to think about the company's recent promotions, organizational changes, and areas for growth

Oct 19, 2024 • 

Alana

9

1

September 2024

What Credit Card Networks Can Teach Us About Stablecoin Opportunities

Stablecoins represent the most transformative evolution in payment form factor since the credit card.

Sep 18, 2024 • 

Alana

5

1

Toward a More Connected Internet

Recently I’ve noticed two trends on the internet seem to be accelerating:

Sep 14, 2024 • 

Alana

4

1

1

Scenic Routes in Ride Shares

Last night, I took an Uber ride from Brooklyn to Manhattan.

Sep 10, 2024 • 

Alana

3

1