Catrina (@dotcuriouscat) / X

Catrina

866 posts

Catrina

@dotcuriouscat

Think different | Leading 1st rounds for crypto founders, one per category | General Partner @PortalVentures | @Wharton

New York, NY

candidcontemplation.substack.com

Joined August 2021

Pinned
Catrina
@dotcuriouscat
Dec 21, 2024
How I Source & How We Invest I get asked these questions a lot and figure putting this out in the open can help save everyone's time. 1. We only lead/co-lead and exclusively focus on the first round/pre-seed 2. I read all deal-related DM on here on X & LinkedIn. You don't need
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Catrina
@dotcuriouscat
Dec 4, 2024
I rarely write about one particular token, but given the volume of requests for our thesis on @Stacks $STX, I’m consolidating my thoughts here in one place. Hope this is helpful to those seeking to understand the STX ecosystem and the reasons behind our conviction. TLDR 1. It's
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Catrina
@dotcuriouscat
Jun 3, 2024
Almost a year after the publication of @PortalVentures’ initial bitcoin thesis, we are excited to present its sequel: Chapter Two of Bitcoin 👉
portal.vc
A fundamentals driven crypto investment firm
We pair business fundamentals with crypto native perspective to back innovators at the earliest stages.
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Catrina
@dotcuriouscat
Dec 4, 2023
A BTC thesis: The Panda Renaissance. This piece is the culmination of 3-months of research on Bitcoin. Expect rich data, analyses, & PoVs on BTC as a currency, asset, and L1, along with the latest technological, institutional, & market catalysts. 👉portal.vc/bitcoin
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Catrina
@dotcuriouscat
Aug 24, 2022
IT HAS ARRIVED! “An Honest Report on Web3 Data & Storage,” the first-of-its-kind, 34-slide primary research report to systematically, objectively, and exhaustively assess the decentralized storage space by interviewing 30+ leading experts over 50+ sessions
lnkd.in
LinkedIn
This link will take you to a page that’s not on LinkedIn
Catrina
@dotcuriouscat
Feb 18, 2024
Serious question: what’s stopping #STX @Stacks from being the next ETF? 1. SEC stamped non-security token 2. BTC yield generating 3. Inherit BTC security 4. Levered up BTC bet with real utility 5. Ecosystem has undergone decentralization @muneeb @andrerserrano @kyleellicott
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Catrina
@dotcuriouscat
Mar 30, 2023
Finally pushed out this research piece on Business Models in MEV on @theBlockcrunch. Expect insights on 1. Why Flashbots is bad biz today 2. How it can be good biz tmrw 3. Emerging trends 4. Concluding predictions TLDR - a thread
Is Flashbots a Bad Business? The Flashy Elephant in the Room
From blockcrunch.substack.com
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Catrina
@dotcuriouscat
Nov 14, 2024
It’s a milestone day – announcing @PortalVentures Fund II, an oversubscribed $75M fund, dedicated as the first, only, and best crypto fund exclusively focused on leading pre-seed protocol businesses. I’d like to take a moment to share a more personal note. Truthfully, it feels
Portal Ventures
@PortalVentures
Nov 14, 2024
We're excited to announce our oversubscribed $75M Portal Ventures Fund 2. Portal exclusively leads crypto pre-seeds with the first check in. Since 2022, we've backed numerous category creators as day-one supporters. Across our two funds we’ve raised $115M. We focus on putting
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Catrina
@dotcuriouscat
Jan 12, 2024
Math for @stacks $50B FDV prediction, conservatively
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Catrina
@dotcuriouscat
May 14, 2023
Boom 💥 GRADUATED! #wharton #MBA #commencement
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Catrina
@dotcuriouscat
Jun 6, 2023
This marks the end of a major chapter and the start of another. I'm excited to announce that I have joined @evanbfish at @PortalVentures as an Investment Partner. linkedin.com/pulse/mba-cryp…
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Catrina
@dotcuriouscat
Jun 8, 2023
Not a buzzword soup: here are the four tangible reasons why AI needs web3. Over the past few weeks, I researched the intersection between blockchain and AI and found four critical pillars blog.filecointldr.io/four-non-philo… Here’s the blogpost tldr 🧵
Why AI Needs Blockchain
From blog.filecointldr.io
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Catrina
@dotcuriouscat
Apr 7, 2025
Replying to @hosseeb
Someone needs to teach trump the concept of "saving face" as a China 101
5.7K
Catrina
@dotcuriouscat
Apr 5, 2025
Biggest takeaway from BTC Core dev panel at @MITBitcoinClub conference: OP_CAT probably not happening any time soon, to say the least. Good validation for @ArchNtwrk to remain the only solution for bridgeless programmability experience directly & natively on Bitcoin.
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