The Next Great Bundling: Markets and Media

Let's bet on this sh*t.

Oct 22 • 

Mason Nystrom

4

1

Investing in Coinflow: Payments Infra for Modern Money

Investing in Coinflow

Oct 13 • 

Mason Nystrom

2

September 2025

The Blockspace Marketplace For Internet Capital Markets

Investing in Raiku

Sep 25 • 

Mason Nystrom

2

August 2025

Integrated Real World Applications

Rialo: the vertically integrated blockchain

Aug 8 • 

Mason Nystrom

4

January 2025

Three Trends in DeFi

Consumer DeFi, The RWA Flywheel, and DeFi's Platform Moment

Jan 14 • 

Mason Nystrom

6

December 2024

The Trillion Dollar Opportunity

Stablecoins: The Next Decade of Digital Dollars

Dec 5, 2024 • 

Mason Nystrom

3

August 2024

Exchanges Everywhere All At Once

Exchanges and where to find them

Aug 1, 2024 • 

Mason Nystrom

5

July 2024

Joining Pantera

Onchain, Onwards

Jul 11, 2024 • 

Mason Nystrom

9

2

The Hot Start Problem

When speculation is a feature vs a bug

Jul 6, 2024 • 

Mason Nystrom

10

2

The Privatization of Orderflow and Resurgence of the Fat App Thesis

Fat apps are inevitable

Jul 3, 2024 • 

Mason Nystrom

10

1

The New Attention Merchants: Expanding the SocialFi Frontier

Tim Wu

Jul 2, 2024 • 

Mason Nystrom

6

2

June 2024

Tokenized Marketplaces: Bootstrapping and Scaling Active vs Passive Supply

Not all supply is the same.

Jun 20, 2024 • 

Mason Nystrom

11