I lead the gaming efforts at Delphi Digital where we invest, research, and incubate exceptional projects at the frontiers of technology.

Pinned Post

Things I'm Thinking About

The Metaverse (obviously).

• The role of decentralized networks in building an open metaverse where users are immune from censorship, rent extraction, and privacy costs.
• How our dominant interaction models evolve as we achieve this next great milestone as a networked species.
• What new business models are being unlocked as well as how the investable surface area is expanding across this domain.

Video Games.

• Homo Ludens.
• The largest and most dominant entertainment form the world has ever seen.
• Their historical and future role in pushing the limits of immersive digital technologies and massively shared experiences.

Crypto x Gaming.

• New business models allowing players to participate in the value they create.
• How game design must evolve to accomodate new economic realities.
• Gaming as the trojan horse to global blockchain adoption.

AI.

• Why the agentic economy must live onchain.
• Preparing for superintelligence in the 21st century.
• How society adapts to the most radical reshuffling we have ever seen.

Decentralized Networks.

• Censorship-resistant compute platforms; and the emergent sectors they enable.
• Governance experimentation in coordinating human activity at unprecedented scale.
• Robust prviacy-focused systems as we become an increasingly digital species.

Non-Fungible Tokens (NFTs).

• Digital property rights.
• NFTs as a universal digital representation and ownership layer.
• New monetisation mechanisms expanding the universe of participants in the creator economy.

Bitcoin.

• Bitcoin as the first true digital organism, capable of incentivizing humans all across the globe to ensure its survival.
• The genesis of decentralization and state transcendence—a dominant theme of the 21st century.
• The gradual separation of money and state.

The Metaverse: a persistent, live digital universe that affords individuals a sense of agency, social presence, and shared spatial awareness, along with the ability to participate in an extensive virtual economy with profound societal impact.