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Joining Pantera
Onchain, Onwards
Jul 11
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Mason Nystrom
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Joining Pantera
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The Hot Start Problem
When speculation is a feature vs a bug
Jul 6
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Mason Nystrom
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The Hot Start Problem
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The Privatization of Orderflow and Resurgence of the Fat App Thesis
Fat apps are inevitable
Jul 3
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Mason Nystrom
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The Privatization of Orderflow and Resurgence of the Fat App Thesis
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The New Attention Merchants: Expanding the SocialFi Frontier
Tim Wu
Jul 2
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Mason Nystrom
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The New Attention Merchants: Expanding the SocialFi Frontier
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June 2024
Tokenized Marketplaces: Bootstrapping and Scaling Active vs Passive Supply
Not all supply is the same.
Jun 20
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Mason Nystrom
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Tokenized Marketplaces: Bootstrapping and Scaling Active vs Passive Supply
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May 2024
Verticalization of the Web3 Social Stack
Examining the exchange-first vs social-first approach to building web3 social apps
May 30
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Mason Nystrom
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Verticalization of the Web3 Social Stack
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January 2024
Onchain Namespaces: An Emerging Crypto Business Model
ENS built a strong business issuing .eth usernames, and now that model is catching on fast.
Jan 25
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Mason Nystrom
2
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Onchain Namespaces: An Emerging Crypto Business Model
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December 2023
Crypto AI Agents: The First-Class Citizens of Onchain Economies
An LLM, Jared-from-subway, and a Telegram bot walk into a bar...
Dec 5, 2023
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Mason Nystrom
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Crypto AI Agents: The First-Class Citizens of Onchain Economies
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November 2023
DePIN and DeREN: Toward a Better Classification of Decentralized Infrastructure Networks
With the rapid expansion of decentralized infrastructure networks, it’s worth redefining these networks into two categories based on their unique…
Nov 13, 2023
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Mason Nystrom
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DePIN and DeREN: Toward a Better Classification of Decentralized Infrastructure Networks
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Lessons From NFTs With Product Market Fit
How DraftKings has quietly built a successful NFT fantasy franchise
Nov 11, 2023
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Mason Nystrom
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Lessons From NFTs With Product Market Fit
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The Post-Mint Problem
What comes after the mint? Some thoughts on adding more utility to NFTs.
Nov 6, 2023
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Mason Nystrom
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The Post-Mint Problem
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June 2023
SocialFi: A Blank Canvas for Web3 Social Apps
The winning web3 social platforms will leverage financialization as a core component of the user experience.
Jun 30, 2023
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Mason Nystrom
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SocialFi: A Blank Canvas for Web3 Social Apps
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