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Non-Consensus and Right
Field notes on crypto venture
22 hrs ago
•
Saurabh Deshpande
,
Joel John
, and
Siddharth
10
2
Dollars Are a Technology
Exporting American Institutions
Aug 13
•
Joel John
14
5
2
The Pull of Grvt
On how tokenisation opens slow finance to the masses
Aug 5
•
Joel John
and
Vaidik Mandloi
9
1
3
June 2026
Going Institutional
ZKsync as a Call Option on Enterprise Adoption
Jun 24
•
Saurabh Deshpande
6
1
Keeping It Private
How Starknet is making crypto private for institutions
Jun 18
•
Saurabh Deshpande
and
Vaidik Mandloi
9
May 2026
Building GPU Finance Rails with David Choi from USD.AI
David Choi of USDai on financing GPUs as collateral, building the Fannie Mae for chips, and why GPU-backed debt could underpin all credit in an AI…
May 29
•
Saurabh Deshpande
2
1
1:19:31
The Institutional Case for ZKsync with Alex Gluchowski
How ZKsync is going after institutions with Prividiums, and why it is the best way for institutions to get on-chain.
May 14
•
Saurabh Deshpande
1
2
59:42
Why Stripe built its own chain
Owning the seven layers of a transaction
May 6
•
Saurabh Deshpande
and
Vaidik Mandloi
33
3
6
April 2026
Vertically Integrated Capital Aggregators
A Field Guide to Monopolies in Web3
Apr 22
•
Joel John
15
3
4
March 2026
Why We Invested in Drift Protocol
Going Long Solana's Perpetuals Ecosystem
Mar 23
•
Joel John
,
Siddharth
, and
Saurabh Deshpande
10
2
Coming of Age
Speculative Premia -> Fundamentals
Mar 5
•
Joel John
,
Siddharth
, and
Saurabh Deshpande
16
2
2
February 2026
Orchestrating Flow
How LI.FI Breaks Walls
Feb 19
•
Saurabh Deshpande
and
Vaidik Mandloi
16
2
6
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