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The Idea Exchange

John Henderson

Tech, community, and strange things I discover in esoteric corners of the internet.

Platform
Substack
PricingOnly free issuesPublishesInfrequently
Issues21SubscribersRead johnhenderson.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The case for regulated DeFi

The US Treasury recently alleged that North Korean hackers have used Tornado Cash, a popular Ethereum privacy service, to launder proceeds from cyber crimes and placed more than 40 USDC addresses on the US sanctions list. This is a stark re...

2 years ago
0
0

Why Web3 matters

What is the “next big thing” in computing? The next wave upon which generations of technology companies will surf? For more than a decade, mobile and cloud have been the two dominant drivers underpinning the rise of today’s technology gian...

3 years ago
16
0

Does market size even matter?

I was struck by a comment from Reed Hastings on his book tour for No Rules Rules:

4 years ago
29
14

Investment opportunities in the new normal

I recently spoke with AirTree's investors about the economic impact of Covid-19 and some of the investment opportunities arising from it. Here are my slides (sans voiceover I'm afraid!).

4 years ago
3
0

Authors

The writers behind this newsletter.

  • John Henderson

    Early stage VC at AirTree Ventures. High degen score. Exploring by doing in Web3. Fan of founders.

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