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89 posts
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@placeholdervc
We're a venture capital partnership that invests in blockchain protocols and applications. Partners @cburniske @jmonegro. Research @mlphresearch @curiousgurnoor
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placeholder.vc
Born August 1
Joined August 2017
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  • user avatar
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    @placeholdervc
    Sep 19, 2025
    "Leveling the Stakes on Solana" placeholder.vc/blog/2025/9/15… by @curiousgurnoor
    35K
  • user avatar
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    @placeholdervc
    Jul 7, 2025
    "Revisiting L1 Tokens as Money: A Critique of ‘Monetary Premium’" placeholder.vc/blog/2025/6/30… by @mlphresearch
    placeholder.vc
    Revisiting L1 Tokens as Money: A Critique of ‘Monetary Premium’ — Placeholder
    One of the oldest debates in crypto focuses on the relationship between the adoption of L1 blockchain networks and the value accrual of their native tokens. The debate is unresolved but it is...
    27K
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    @placeholdervc
    Apr 22, 2025
    "Combined Metrics for Tracking Smart Contract Networks" placeholder.vc/blog/2025/4/16… by @mlphresearch
    placeholder.vc
    Combined Metrics for Tracking Smart Contract Networks — Placeholder
    One of the key advantages of blockchain networks over other digital platforms is that data about assets and transactions hosted on a blockchain is publicly available. This allows for close to...
    20K
  • user avatar
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    @placeholdervc
    Feb 22, 2025
    "Introducing the Sequencing Value Accrual Simulator" placeholder.vc/blog/2025/2/19… by @curiousgurnoor
    placeholder.vc
    Introducing the Sequencing Value Accrual Simulator — Placeholder
    The Sequencing Value Accrual Simulator is a web-app that simulates the economic value capture for users, applications, and infrastructure players under three sequencing mechanisms: based sequencing,...
    20K
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    @placeholdervc
    Feb 15, 2025
    "A Visual Guide to Sequencing Mechanisms" placeholder.vc/blog/2025/2/13… by @curiousgurnoor
    74K
  • user avatar
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    @placeholdervc
    Dec 16, 2024
    "The Cryptopreneur’s Dilemma" placeholder.vc/blog/2024/12/1… by @mlphresearch
    placeholder.vc
    The Cryptopreneur’s Dilemma — Placeholder
    The foundations of public blockchains were laid by cypherpunks. Even though the crypto industry was always destined to harbor a variety of ideas and practices, it’s the principles of decentralizati...
    31K
  • user avatar
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    @placeholdervc
    Nov 27, 2024
    "David and Goliath: How Web3 Can Compete in AI" placeholder.vc/blog/2024/11/1… by @curiousgurnoor
    placeholder.vc
    David and Goliath: How Web3 Can Compete in AI — Placeholder
    The compute and training layers of the AI-industrial-complex are currently dominated by centralized Web2 giants that have unparalleled access to capital, state-of-the-art hardware, and vast datasets....
    44K
  • user avatar
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    @placeholdervc
    Jul 30, 2024
    "Eclipse: The Best Of Solana, Ethereum, And Celestia" placeholder.vc/blog/2024/7/30… by @cburniske
    placeholder.vc
    Eclipse: the Best of Solana, Ethereum, and Celestia — Placeholder
    One way to think of the design choices within the layers is the lower down the stack we go, the more we need small machines to be able to verify the truth. By ‘small machines’ we mean a set of...
    68K
  • user avatar
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    @placeholdervc
    Jul 15, 2024
    "Stable Coins, Stable Growth" placeholder.vc/blog/2024/7/10… by @mlphresearch
    placeholder.vc
    Stable Coins, Stable Growth — Placeholder
    The core function of blockchain networks is to securely process and maintain timestamped information records. In principle, this can be any kind of data, but the most typical example is information...
    18K
  • user avatar
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    @placeholdervc
    Apr 25, 2024
    "Is it time to Move beyond Solidity?" placeholder.vc/blog/2024/4/25… by @jmonegro
    placeholder.vc
    Is it time to Move beyond Solidity? — Placeholder
    The EVM has been the most popular blockchain operating system since Ethereum launched almost a decade ago. However, few developers love developing with its native programming language, Solidity ;...
    63K
  • user avatar
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    @placeholdervc
    Apr 18, 2024
    "Saga: Open Blockspace For The Multiverse" placeholder.vc/blog/2024/4/17… by @cburniske
    placeholder.vc
    Saga: Open Blockspace for the Multiverse — Placeholder
    Saga’s virtual blockchains are called Chainlets , and Chainlets are designed to be dedicated to single applications, though they could host multiple applications if preferred. Each Chainlet is a...
    113K
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    Mario Laul
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    @mlphresearch
    Apr 17, 2024
    Major general-purpose L1s tend to be heavily dominated by DeFi applications. Will this ever change, or will the most transactional, data-intensive apps ultimately find their home on sector-/app-specific chains?
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    @placeholdervc
    Apr 16, 2024
    "Onchain Finance is Thriving; What’s Next?" placeholder.vc/blog/2024/4/11… by @mlphresearch
    21K
  • user avatar
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    @placeholdervc
    Apr 16, 2024
    "Onchain Finance is Thriving; What’s Next?" placeholder.vc/blog/2024/4/11… by @mlphresearch
    placeholder.vc
    Onchain Finance is Thriving; What’s Next? — Placeholder
    Decentralized public blockchain networks have existed for ~15 years with the associated cryptoassets currently going through their fourth major market cycle. Throughout these years, and especially...
    39K

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