DeFi thesis · 12 Aug 2026
Why we believe DeFi is the future
Not because every protocol will win, but because open settlement gives financial products properties closed systems cannot easily copy.
Read · 8 min ↗Field notes
The memo after the meeting.
We write the project explainer we would want before a first conversation: the mechanism, the reason it matters, the trade-offs, and the questions still open.
DeFi field guide · 11 Aug 2026
Where capital goes to work in DeFi
A conceptual journey through settlement, staking, shared security, yield markets and vaults—and the new risk added at every step.
Read · 9 min ↗ Infrastructure explained · 10 Aug 2026
The interface is only as good as its RPC
Why Lava Network's invisible infrastructure matters every time a wallet loads a balance or an agent submits a transaction.
Read · 6 min ↗ DeFi explained · 08 Aug 2026
Pendle, explained without the alphabet soup
Principal Tokens, Yield Tokens and the surprisingly old financial idea inside one of DeFi's more original markets.
Read · 7 min ↗ Networks explained · 04 Aug 2026
What 'modular' actually means for Mantle
A clear look at the jobs inside a blockchain stack—and why separating them can change cost, performance and risk.
Read · 6 min ↗ Box Ventures · 28 Jul 2026
From mining the blocks to reading the signal
The path from a gaming-PC miner in 2012 to Boxmining in 2017—and the investment lens that grew out of explaining crypto in public.
Read · 5 min ↗