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Conviction only pays if you can hold through the pain.

convictioninvesting— Interview, 2021
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Not every token captures value. The job is finding the ones that actually do.

investingtokens— Multicoin Capital blog, 2019
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We would rather own a few networks we deeply believe in than a hundred we do not.

concentrationinvesting— Interview, 2019
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Decentralized finance is rebuilding the entire financial system in the open.

cryptodefi— Interview, 2020
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The biggest risk in crypto is not volatility. It is where you keep your assets.

counterpartyftx— Interview, 2022