Catrina’s Newsletter
Catrina WangI research web3 deeply & publish infrequently.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Subscribers | Read | curiouscat178.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Our BTC Thesis: The Panda Renaissance
Shoutout to the SMEs and friends below for reviewing my draft and providing valuable feedback: Evan Fisher of Portal Ventures, Aleksis Tapper of Token Terminal, Jason Fang of Sora Ventures, Kyle Samani of Multicoin, Kevin Williams & Kyle El...
"Growing the Pie" vs. "Slicing the Pie"
I’ve been using the term “slicing the pie” vs. “growing the pie” a lot to describe our thesis on the latter at Portal Ventures. What do I mean by that?
Why AI Needs Web 3: A Thesis
Until recently, startups led the way in technological innovation due to their speed, agility, entrepreneurial culture, and freedom from organizational inertia. However, this is no longer the case in the rapidly growing era of AI. So far, bi...
Is Flashbots a Bad Business? The Flashy Elephant in the Room
Shoutout to below SMEs and friends for reviewing my draft & providing valuable feedback: Alex W of FastLane Labs; Ankit Chiplunkar & Stephane (Thegostep) of Frontier.tech, Arnav Pagidyala of Hashkey Capital; Bert Miller of Flashbots; Carl H...
Authors
The writers behind this newsletter.
Succinct research insights in web3 | Partner @Portal Ventures | @CuriousCatWang on Twitter
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