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The thesis is very simple:
Vast majority of people do not want to spend time reading, but they also don't want to jump through hoops to get all of the information themselves - not everyone has an analyst's mindset or desire to be maximally informed.
Anyone can gain a better understanding of sentiment spending hours on Crypto Twitter everyday, but not everyone can manage this or do it well (social media algorithms are very predatory), and it isn't sustainable if you want to live an otherwise normal life without excessive screen time.
Instead of asking a subscriber to read 2-3 protocol deep dives, 1-2 crypto macro posts, maybe 1 sector overview, and a bunch of other small posts every month, why not write 2-3 highly relevant, digestible, and - most importantly - enjoyable reports at a fraction of the cost?
You can make the argument that people pay high monthly subscription costs because of data and other product offerings across other sites, but what if you just gave it to them straight and included the most relevant data inside of the reports?
What if the reports weren't a slog to get through?
What if the writing felt fresh?
What if the research inspired you to come up with your own ideas and explore the industry you're paying money to learn more about?
I believe there's significant demand for unbiased research coming from a firm that's unafraid of writing about the negatives of a project or providing resounding support without needing to be paid by the project to express that sentiment.
When's the last time you read a report where the authors weren't financially incentivized in some way?
When's the last time you read a report that was so good that you sent it to a friend and told them they have to read it?
Pretty much everyone here got into crypto because of the assumption that it's easier to make money trading it or holding it, but an equally large number of people got into crypto because it's just cool.
Digital money is something straight out of a science fiction novel, and it isn't discussed in the same vein as flying cars or novel gene therapies because we're so desensitized to how great this technology really is.
It's been embraced by BlackRock, Robinhood, a large number of family offices and HF managers, Stripe, PayPal, traditional venture firms that don't specialize in crypto investments, the president of The United States (for better or worse), regulators, politicians, individuals living in countries that lack a stable native currency, small business owners, entrepreneurs, and millions of others.
The research ecosystem/industry representing crypto should be just as sound as the technology being written about, and that's the reality I'm working on shaping.
18.7. klo 10.39
Really appreciate all of the love on this. Some thoughts on why I believe now is the time to take this leap:
Research in crypto has always been a bit of a meme. You could've outperformed all other asset classes in a serious way this past year and a half without ever paying for a crypto research subscription or even reading about the space at all.
Any of that brain power could've been spent scanning new token launches in "the trenches" or just bidding Hyperliquid on Thanksgiving Day and logging off for nine months. Just simple stuff that pretty much anyone could have done, without any of the work that you'd put into reading or due diligence.
Why do I care to start something new when it's proven to be less than worthwhile, on top of the fact that there are already excellent incumbents like Messari, Delphi, and Blockworks doing great work?
The boring answer is that corporations (Stripe and Robinhood to name the two most notable recently) and other large sources of capital are entering the space in very meaningful ways, and I'll say respectfully that the research ecosystem hasn't adapted to these changes just yet.
Better put, I haven't seen a research product that's doing something I'm incapable of doing myself.
It's time to show that research doesn't have to be boring to the reader, incapable of generating alpha for any type of portfolio, and unoriginal/undifferentiated from what an LLM could spit out in twenty seconds. Good writing should make you excited about the asset class, or the company being analyzed, or the sector under discussion.
It shouldn't be something you skim, throw into ChatGPT for a summary, or leave on your bookmark bar for a week.
The more truthful answer?
I've written countless free reports and spent hundreds - if not thousands - of hours reading others' work over these past four years. I hate to put myself on a pedestal, but if there's anyone who has a chance at making this go well, I'd like to believe I'm the one to take that risk and try my luck.
Writing about crypto is what got me to where I am today, and I might be a bit stubborn for thinking it still matters, but it's the truth: it matters a lot to me, and I want to share that with the world.
I believe that a quality report written by someone who actually cares about the subject matter goes a long way. Not once have I posted a report without caring deeply about the hours that went into it or the topics discussed, and this has made me appreciate what I do and why I want to take it to the next step.
But the most stubborn answer to the question I proposed is simple. I just think I'd be pretty good at running a business, and this makes the most sense right now as I haven't been able to get it out of my head.
I'll share more details in the near future as this is a pretty significant undertaking and there's a lot of work ahead of me, but I'm looking forward to bringing it to life.
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