I’m incredibly proud to announce the launch of our oversubscribed $75M @PortalVentures Fund 2. We exclusively lead crypto pre-seeds with the first check in. Across our two funds we’ve now raised $115M. ~~~. Crypto is an industry that requires real conviction. Prior to launching.

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I'm hosting a student-only office hours in SF on August 7th. If you're a student building something ambitious or exploring the frontier, let's talk (link in comments). We @PortalVentures are excited about young builders. Between @dotcuriouscat organizing the @PennBlockchain.

If we zoom out 10 years, what will be true?. The dollar will weaken. Alternative stores of value will emerge as reliable financial assets. The world’s financial activity will move onto blockchains. We will see experimentation with new types of currencies. Privacy will be.

We're pumped to welcome @evanzsolomon onboard as Chief of Staff @PortalVentures!. I first got to know Evan his freshman year at Univ of Michigan. He reached out asking advice on breaking into crypto, my suggestion was to create things. Since then he launched the @MichBlockchain.

RT @ConcreteXYZ: 1/ Presenting our Latest Round. We’re Taking DeFi to Higher Highs🗿. Powering the next generation of yield and structured….

RT @uraniumdigital_: Today we're excited to share that @C_Angermayer has joined the Uranium Digital team as a strategic investor and adviso….

1980s: “Private equity? That's just leverage and luck.”. 2000s: “Internet startups? No profits, no future.”. 2020s: “Protocols? No business models, just tokens.”.

RT @dotcuriouscat: Quantum is the new meta—but building a quantum L1 is as ludicrous as asking everyone to move & permanently live in a nuc….

RT @ArchNtwrk: We’re excited to share that @PanteraCapital is leading our $13M Series A to help @Arch build the permissionless financial ra….

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We’ve been revisiting and investing in 2017 era ideas that were too early at the time. Some are seeing real adoption in 2025.

RT @DWeisburd: 🤯 Why would anyone walk away from a $90B fund? 🤯. I had to know. 🤔. So, I sat down with @evanbfish , who did exactly that to….

RT @uraniumdigital_: Today @uraniumdigital_ is excited to share the closing of our $6.1M seed round, led by @hiFramework. This round accele….

Strongly believe that 'fundamental' crypto assets will benefit from the business model outlined here.

RT @OfflineProtocol: We are thrilled to announce that Offline Protocol has raised $1.1 Million in pre-seed funding. This round is led by P….

Private <> public market arbitrage is not unique to crypto. I was talking with a senior banker in Hong Kong two years ago who drew parallels between crypto market structure and chinese tech. Investors couldn't get sufficient exposure to the asset class via private rounds, and.

We don't just need more liquid funds — we need more liquid tokens that fundamentally make sense to own at scale. Why is that not the case today?. - Valuation models for token are not agreed upon. This creates outsized volatility, which in turn increases cost of capital. - Moats.

This piece feels increasingly prescient. In 2022 I estimated ~$25B of liquid fund inflows would be needed to support venture assets for the '21 VC vintage alone (assuming a target 5x return). The math can be adjusted here, but the framework still holds. The only way for VCs to.

The most ambitious ideas consistently attract the best talent.

Capital markets are moving on-chain. Our thesis on @uraniumdigital_ here: