kel
philosophy & investing in the early days of the internet
Theses
- The early days of the internet2026–
- Zcash & private money2025–
- Pluralis & the road to decentralized training2025–
- Hyperliquid & the internet for derivatives2024–
- Ambient & token incentivized inference2025–
- Vigil Labs & the last forecasters2025–
- Alljoined & the window to the mind2025–
- Solana: reframing the narrative2023–2024