venturecapital

Investing in EVM blockspace is saturated. Valuations are all high for good projects and there are many long tail shitty projects still trying to pitch EVM chain/L2 but better, faster, cheaper, less fragmented, etc etc

Infra is still compelling to me but the stuff I’m interested in isn’t trying to compete with commodity compute platforms

If you’re still pitching decentralized compute, you better have a really good distribution story

I’m pitching that property of verifiability

Different ways to use existing cryptonetworks - AVSs are low hanging fruit

Decentralized networks for other internet primitives - filesystems, API layers

Bringing new cryptographic primitives to market - ZK, FHE, MPC, other stuff that prob hasn’t been invented yet 

Lots of middleware too like @samuellhuber.eth said

What’s the compelling infra that’s not this?

If you're tired of copypasta infra, I think you'll be interested in what we're building.

Not really! Plenty of space to invest, dePIN, deAI, many will die obviously