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ID Theory Profile
ID Theory

@I_D_Theory

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A crypto fund investing at the bleeding edge | research:

Joined August 2021
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@I_D_Theory
ID Theory
6 months
Our TAM is bigger than yours. Infinitely bigger. How? We're targeting: 1) the next trillion users. 2) agents in the holy trinity. 3) infinite markets. Check out our new piece by @CharlieIDT : Let's take a look under the hood 👇
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@I_D_Theory
ID Theory
5 months
A Blueprint for Breakthroughs: Our latest piece on DeSci <> AI where we deep dive into how this ultimate collab will revolutionise the entire medical industry. Here's a guide to how it's gonna play out 👇
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@I_D_Theory
ID Theory
4 months
Introducing the ID Theory DeSci IPO: An AI-ready knowledge foundation for the future of scientific research. Sometimes, you have to roll up your sleeves and personally shape the future you want to see Whilst we have enjoyed helping shape the future through exciting
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@origin_trail
OriginTrail
4 months
📢NEW Initial Paranet Offering (IPO) - @I_D_Theory As a major step towards this future, their liquid & venture focused crypto fund will be the first to use the @origin_trail & Paranets to build out the #AI -ready knowledge foundation for #DeSci . More👇👇
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@I_D_Theory
ID Theory
1 year
James Brodie (CIO) shares his thoughts on why gaming is one of a few areas that leverage blockchains to create something truly new in the following article - . Below is a thread with some highlights!
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@I_D_Theory
ID Theory
7 months
Autonomous Agents in Autonomous Worlds (AW): Gotta love it when two of your favourite investment areas collide 🤝 Carrying on our series on AI agents, these two pieces explore their interactions with the most exciting evolution in on-chain gaming and the metaverse, AW. Essay
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@I_D_Theory
ID Theory
5 months
Owning the Post-Human Economy. Our new piece by @CharlieIDT , @nickbtts , and @0xZohan on why $OLAS is the protocol to achieve multi-agent system co-ownership, bring agents onchain and allow agent-to-agent coordination. Take a look 👇
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@I_D_Theory
ID Theory
5 months
7/ DKGs: Introducing data ownership, transparency, and composability: @origin_trail & @ceramicnetwork lead the charge. Agents will comb these for data, uncover hidden clues to new cures, reference the assets for reward and publish their research so others can do the same.
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@I_D_Theory
ID Theory
6 months
Science is on life support and autonomous agents are the defibrillator.... Check out our new piece: Serendipity on Steroids  Some takeaways below 👇 1) If science is about seeking truth, why isn't it always sought most efficiently? Because misaligned
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@I_D_Theory
ID Theory
4 months
Following the @aoTheComputer developments out of @ArweaveEco , @0xZohan spent some time digging in. TLDR: AO could be THE substrate for autonomous agent activity. What you need to know👇
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@I_D_Theory
ID Theory
10 months
We've been quietly developing and investing in our AI Agent thesis this year and with @messari releasing their report today we thought the timing was right to release our first two of a series of essays on the subject: Navigating the Digital Frontier as Blockchain and AI Collide
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@I_D_Theory
ID Theory
1 year
With the news of @vita_dao 's raise this week, it is clear that the incumbents also believe that Bio-DAOs are the future of medicine development. We wanted to share five reasons why DAOs and blockchain technology are changing the drug discovery landscape for the better:
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@I_D_Theory
ID Theory
1 year
Zuzalu is a beacon: igniting curiosity, fostering collaboration, and inciting the evolution of scientific, technological, and societal systems.
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@I_D_Theory
ID Theory
3 months
Excited to be a part of the journey to commoditise compute and intelligence  🤝 As compute becomes an essential asset class @PrimeIntellect 's competitive marketplace addresses many of the existing problems in cost, fragmentation and efficiency See you at the bleeding edge
@PrimeIntellect
Prime Intellect
3 months
Introducing Prime Intellect – democratizing AI development at scale, from compute to intelligence. We're excited to announce our $5.5M raise from @DistributedG @coinfund_io @CompoundVC @Collab_Currency @protocollabs @ClementDelangue @dylan522p and others
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@I_D_Theory
ID Theory
6 months
Incredibly excited to welcome @nickbtts as the newest member of the ID Theory team! Nick is an accomplished founder, builder, investor and, most importantly, one of the most unique thinkers in the space - it's an honour to have you on board 🫡
@nickbtts
nickbtts
6 months
Stoked to announce I'm joining @I_D_Theory ! It's super exciting to have the opportunity to work with a top level team who share a similar vision and, more importantly, have the conviction to execute on it. The vision? Preparing for a trillion (non-human) users onchain...
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@I_D_Theory
ID Theory
5 months
4/ Why OLAS? OLAS is the only modular omnichain framework that gives autonomy to the post-human economy; bringing agents onchain, allowing agent-to-agent communication and eventually enabling AI co-ownership.
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@I_D_Theory
ID Theory
5 months
3/ ... with projects like @bio_xyz enriching participation and liquidity... @lab_dao coordinating research activities... using @DeSciLabs composable research elements... and recruiting patients through @DataLakeToken ... supercharging bioDAOs to discover medicine...
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@I_D_Theory
ID Theory
5 months
Many thanks to @paulkhls , @longevion , @sdimantha , @vincentweisser , @GolatoTyler , @jmartink , @hebbianloop and Warren Winter for helping us think this all through. Exciting times.
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@I_D_Theory
ID Theory
1 year
As @seedclubvc have recently come out of stealth mode, we are thrilled to announce our involvement. SCV is a venture-focused investment DAO backing internet native projects. We are proud to have been some of the earliest investors in the DAO - assisting with navigating the
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@I_D_Theory
ID Theory
5 months
14/ The master plan: AI-powered BioDAOs joining forces with IP-NFTs, DKGs, MASs and Hypercerts. The future of drug discovery? Decentralised, autonomous & aligned with the people who need the medicines the most (crazy right?). Read more 👇
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@I_D_Theory
ID Theory
5 months
13/ Special Economic Zones: Embodied by initiatives like @VitaliaCity - a “Los Alamos” for longevity biotech  - promising to accelerate drug development to warp speed. Hotspots of regulatory arbitrage = medicines being made as fast as covid vaccines.
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@I_D_Theory
ID Theory
5 months
2/ BioDAOs: Using tokenised models to align incentives and make public goods a priority... sweat can be exchanged for equity here: @vita_dao , @HairDAO_ . @valley_dao , @athena_DAO_ , @Cerebrum_DAO , @cryodao Flipping from shareholder -> stakeholder driven drug development...
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@I_D_Theory
ID Theory
5 months
mo honey = mo money
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@I_D_Theory
ID Theory
1 year
[2] Successes will embrace open, collaborative, & adaptable networks: Open-source, permissionless structures allow the customisation of games by "player-creators." Principally-aligned architectures are emerging; MUD ( @latticexyz ), Dojo ( @lordOfAFew @sylvechv @eniwhere_ ) 6/25
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@I_D_Theory
ID Theory
1 year
Happy to announce our considerable commitment to @valley_dao as strategic partners!
@valley_dao
ValleyDAO 🧬+🦠=✨🌍
1 year
🌱🌍 Big news! ValleyDAO has secured $700,000 in our recent community & strategic partner round! Grateful to our supporters for believing in our mission to decentralize synbio research funding & translation.
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@I_D_Theory
ID Theory
5 months
1/ Pharma's ROI on R&D? Down only 📉 Costs and failure rates are rising and timelines are slowing - but DeSci <> AI is here to shake things up...
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@I_D_Theory
ID Theory
5 months
5/ Reputation Systems and DIDs: Fostering trust and collaboration these recognise & reward high-quality contributions pushing members to strive for excellence. @0xHolonym will help to log the credibility/reliability of contributors with identity proofs minted privately...
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@I_D_Theory
ID Theory
5 months
4/ ...and through the efforts of projects like @inference_labs , @TheBittensorHub , & @PrimeIntellect - all decentralising the AI stack -these DAOs will have their own fine-tuned LLMs. Trained, owned and monetised by their members - able to benefit from AI assisted care.
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@I_D_Theory
ID Theory
5 months
11/ IP-NFTs e.g., @Molecule_dao Finally, aligning researchers, speculators, maintainers, and other stakeholders. Agents using diffusion models trained on BioDAO patient data can identify effective treatments and breathe new life into old assets - the ultimate IP machines.
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@I_D_Theory
ID Theory
1 year
3] The future revolves around public domain NFTs: CC0 licenses transform in-game content, with creators dedicating work to the public domain, enabling reuse & distribution. This creates an open & creative ecosystem, driving innovation & growth. 8/25 Credit: @tandavas
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@I_D_Theory
ID Theory
5 months
8/ Agents you say? Yes. Autonomous agents. Specifically multi-agent system (MAS) frameworks such as @autonolas & @dainprotocol . To understand why it is essential to have these things running on chain, delve into this thread:
@I_D_Theory
ID Theory
5 months
Owning the Post-Human Economy. Our new piece by @CharlieIDT , @nickbtts , and @0xZohan on why $OLAS is the protocol to achieve multi-agent system co-ownership, bring agents onchain and allow agent-to-agent coordination. Take a look 👇
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@I_D_Theory
ID Theory
5 months
9/ Hypercerts: @crdntwrk will align inter-DAO activities within tech trees - to be funded by @gitcoin grants... ...shifting from a culture of knowledge hoarding to one of sharing and collaboration - contributors of foundational research will be retrospectively rewarded.
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@I_D_Theory
ID Theory
5 months
13/ Closing thoughts: - multi-agent systems are going to dominate the post-human economy. - MAS needs to be owned and controlled by the many, not the few. - OLAS is the enabler and guardian of an exponential agentic economy. 👇
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@I_D_Theory
ID Theory
7 months
There are great examples already (above) but the category is blurry, and many fully on-chain games are slowly morphing into Autonomous Worlds: @skystrifeHQ , @MithraeumIO , @0xCitadel , @conquest_eth , @TheDopeWars , @topology_gg , @PlaymintUK , @movingcastles_ , @primodiumgame and
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@I_D_Theory
ID Theory
1 year
An incredible roster and one we’re proud to have previously backed at ID Theory! As founding members, we are glad to see @beakerdao continue to grow and compound our exposure to some of the most exciting projects in the space. DMs open to anyone experimenting in these areas!
@beakerdao
BEAKER 🧪
1 year
🧪🧬💈🥼 DeSci projects we've backed to date: @vita_dao @Molecule_dao @HairDAO_ @lab_dao @Cerebrum_DAO @valley_dao With more on the way. 🔬
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@I_D_Theory
ID Theory
5 months
10/ Lifted straight out of a 90's strategy games but the stakes are real now. Within these trees (e.g. @foresightinst ), LLMs assume a pivotal role, identifying techs to accelerate scientific breakthroughs. @hypercerts = reoccurring income for the impact created.
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@I_D_Theory
ID Theory
5 months
12/ Agents again? Yes. Pretty certain of that... They will be the drivers of a scientific revolution - these muti agent systems are prime candidates to drive new breakthroughs. How? Read more here:
@I_D_Theory
ID Theory
6 months
Science is on life support and autonomous agents are the defibrillator.... Check out our new piece: Serendipity on Steroids  Some takeaways below 👇 1) If science is about seeking truth, why isn't it always sought most efficiently? Because misaligned
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@I_D_Theory
ID Theory
5 months
12/ What we would like to see going forward: - distribution of governance power - more aggressive BD - no-code deployment UI - ability to deploy agents w. distributed compute - agents producing meaningful output (esp. in DeFi, DeSci & AW)
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@I_D_Theory
ID Theory
1 year
Web 3.0: "pure on-chain" - open-source, composable, trust-minimised, & persistent. All state/logic exists on-chain. They have UX/UI, latency, and information-hiding challenges, but blockchain innovations will resolve these. These 10 emerging trends excite us the most: 3/25
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@I_D_Theory
ID Theory
7 months
adventurers assemble 🤝
@TimshelXYZ
Timshel
7 months
a Lootverse victory thanks to the heroic leadership of @TianranZhang and a band of adventures including @aloothero @I_D_Theory @lordOfAFew @ptrwtts @fiskantes @bjeter11 @o_excess @will__price @pet3rpan_ @calcutat @z_sonofwolf + all of you who rallied to vote “Vanquished Demon”
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@I_D_Theory
ID Theory
5 months
Fortunately, underfunding like this due to misaligned incentives doesn't have to exist for much longer - great projects like @athena_DAO_ are paving the way for a new era!
@_Carol_Mag
Carol
5 months
Why has menopause become a normal part of every woman's life, when it causes unnecessary suffering? Why is reproductive aging research still significantly underfunded when half of the population experiences menopause? I believe this *needs* to change, so I wrote a piece about
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@I_D_Theory
ID Theory
5 months
5/ Growth: What's more, it's actually running - with over 300 multi-agent systems deployed across 8 chains, generating more than 375k transactions and growing on average at ~5% per week in 2024.
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@I_D_Theory
ID Theory
1 year
[5] DAOs as protocols unleash the power of community ownership: Governance is crucial in creating self-sustaining economies, and DAOs ( @BibliothecaDAO ) can issue protocol tokens as rewards for developer contributions and player-generated content. 12/25
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@I_D_Theory
ID Theory
5 months
6/ ... facilitated by token-gated systems. They ensure pivotal decisions are reserved for the wisdom of distinguished experts traversing the landscape of BioDAOs, imparting invaluable insights, and getting compensated appropriately. Drugs wont be designed by the ignorant.
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@I_D_Theory
ID Theory
5 months
3/ Why co-owned MAS: Should the machine economy be monopolised by the few? Not if you don't like the capital deprivation of the rest of humanity. Co-ownership is essential for democracy & alignment, rewards should accrue to communities, not corporations (AI as a public good).
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@I_D_Theory
ID Theory
1 year
DAO-2-DAO agreements provide supply-side DAOs ( @DarkHorseDAO , @BreederDAO ) yield by lending assets to demand-side DAOs ( @ReadyPlayerDAO , @YieldGuild ) in exchange for a share of earnings - this creates mutually beneficial value generation. 15/25
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@I_D_Theory
ID Theory
1 year
Pure on-chain games offer persistent & immersive experiences, community ownership & governance and will democratise the industry. They're as revolutionary as arcades, consoles, and mobile. 1/25
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@I_D_Theory
ID Theory
8 months
The Assorted Case for Metaverse Property Rights: by @charlieidt When the world of imagination becomes a reality, fundamental rights should scale in tandem. Unfortunately this hasn't happened yet but luckily alternative coordination tech has got you covered. This series of
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@I_D_Theory
ID Theory
1 year
6] DAOs as Guilds are a new frontier in this trustless revolution: Smart contracts allow entities & individuals to work together and share revenue, eliminating the need for trust. E.g. @guildlyxyz uses account abstraction to pool assets & split responsibilities. 1 4/25
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@I_D_Theory
ID Theory
5 months
11/ Summoning the Swarm: The latest development in the staking system allows protocols, or agents, a mechanism by which they can attract an almost immediate swarm of agents, allowing for the generation of a 0-to-1 agentic economy.
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@I_D_Theory
ID Theory
6 months
2 - Agents in the Holy Trinity: what are they gonna do? For DeSci: Autonomous R&D agents supercharging drug discovery, driving innovation and spewing out IP, coordinating and incentivised on globally permissionless networks. For DeFi: well, when a huge slice of global markets
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@I_D_Theory
ID Theory
7 months
Watch out incumbents DeSci coming fast... very clear article, very powerful thinking: funding <> execution <> publishing 🤝
@pat_mayr
Patrick Mayr
7 months
DeSci is starting to touch all stages of scientific research. Across funding, execution and publishing, new companies and projects are emerging with the ultimate aim of accelerating the rate of scientific progress.
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@I_D_Theory
ID Theory
6 months
EDIT: Absolute blasphemy - accidentally left out one of our favs in the main body for essential bioDAOs @athena_DAO_ !
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@I_D_Theory
ID Theory
5 months
7/ Team: Developed by @valoryag (the builders behind @autonolas ), a team of 20 headed by @david_enim , @Valorianxyz , and @tannedoaksprout , resplendent with PHDs and AI x Crypto experience. With excellent contributions from @AlgoveraAI , @Nevermined_io and @GnosisDAO .
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@I_D_Theory
ID Theory
1 year
[1] Immersive experiences due to longevity and persistence: As described by @l_udens , autonomous worlds offer a new level of immersion and interactivity entirely recorded on-chain. These games potentially last for generations, providing exciting investments. 4/25
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@I_D_Theory
ID Theory
5 months
2/ Why multi-agent systems (MAS)? We assess intelligence through a holistically human lens, from this perspective, the future is obvious - we are ourselves multi-agent systems and the evolution to AGI will match. Want more performance? More agents is all you need.
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@I_D_Theory
ID Theory
1 year
Blockchain Games exist on a spectrum: Web 2.0+: Offer seamless experiences but risk centralisation despite player sovereignty over game assets. Web 2.5: Ushered in P2E, but opaque reward processes and speculation caused value efflux, leading to economic death spirals. 2/25
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@I_D_Theory
ID Theory
1 year
[4] Economic hyperstructures will emerge from open economies: Strategy games (e.g. @MithraeumIO , @LootRealms , @influenceth ) have the value of assets determined by the market. Inefficiencies & arbitrage opportunities provide chances for profit, competition, & innovation. 10/25
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@I_D_Theory
ID Theory
5 months
20/ This movement will preserve human agency in an increasingly automated world, granting us the power to shape the future we envision. DeSci offers an open framework to direct AI; serving as aligned architects of a future designed with our collective aspirations in mind.
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@I_D_Theory
ID Theory
5 months
9/ The Gold Standard for Agentic Frameworks: The kit for building multi-agent systems is designed in such a way that makes them: a) Ownable, governable and monetisable. b) Fault-tolerant and trustless. c) Permissionless. d) Modular and composable.
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@I_D_Theory
ID Theory
8 months
Autonomous agents, hypergraphs and DeSci walk into a bar…
@DesciFoundation
DeSci Foundation
8 months
"Chance favors only the prepared mind" - Pasteur. Novel and significant work emerges serendipitously - can we create more serendipity? Explore this question and more at our upcoming seminar with @profjamesevans from @UChicago ! Sign up!
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@I_D_Theory
ID Theory
5 months
6/ TAM: With unlimited demand, scalable crypto networks and reduced constraints you get the machine economy As the machine economy middleware on which this future post-human economy runs, the scale of OLAS is only really limited by physics or, in the near term, compute.
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@I_D_Theory
ID Theory
5 months
10/ The OLAS Economy: OLAS emissions incentivise developers to build agents and ensure multi-agent systems run continuously through staking rewards.
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@I_D_Theory
ID Theory
5 months
8/ Tech: Amongst the deluge of crypto<>AI projects launching over the last year, OLAS is a haven of quality in an ocean of vapourware. Whilst building the stack pre-hype, the team meticulously designed a system that scales exponentially...
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@I_D_Theory
ID Theory
1 year
CC0 NFTs are easily shared, modified, and remixed. Their flexible modular structure opens up new possibilities. @simondlr describes on-chain bundling: initial primitives (e.g. @lootproject by @dhof ) combined into single assets (e.g. @GenesisLoot by @TimshemXYZ ) 9/25
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@I_D_Theory
ID Theory
1 year
Blockchains ensure transparent and fair trade. Bundling NFTs to create more valuable assets increases player investment, enjoyment, and retention. Hyperstructures will be shaped by the relationships between individual NFTs & smart contracts. They may span multiple games. 11/25
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@I_D_Theory
ID Theory
1 year
Trustless guilds, PoGW currencies & cross-genre modularity promote community engagement and creativity, ultimately leading to a more satisfying and rich experience. The future of on-chain games is bright - we are just scratching the surface of what can be achieved. 25/25
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@I_D_Theory
ID Theory
1 year
Composability, true ownership, and AI-generated content foster diverse gaming environments and rapid world-building. The democratisation of game development lowers costs, increases innovation, and creates stickiness through novel gameplay loops and reward systems. 7/25
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@I_D_Theory
ID Theory
1 year
Adventurer Players can craft boosts/spells for Eternum Landowners and their buildings, who in turn create questing opportunities for Adventurers to win resources for crafting. It marks the first time players from these two genres have intersected within a gaming universe. 23/25
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@I_D_Theory
ID Theory
1 year
Importantly these DAOs/protocols can raise funds by leaning back into their communities and stakeholders, exemplified by AavegotchiDAO ( @coderdannn ) and Realms: Eternum. Furthermore, ecosystem DAOs ( @matchbox_dao ) can issue bounties and launch hackathons. 13/25
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@I_D_Theory
ID Theory
1 year
[10] Innovative gameplay loops through asset yields & genre overlap: @BibliothecaDAO is bridging a 4x strategy (Eternum) with an RPG game (Adventurers @threepwave ) via separate modules. This will collide two formerly individual gaming communities together. 22/25
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@I_D_Theory
ID Theory
1 year
As "infinite puzzles", they result in non-trivial gameplay. Forkability ensures that games persist. Provenance rewards long-term contributors. Player governance controls the balance of power. These games encourage worldwide, borderless guilds to create global communities. 5/25
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@I_D_Theory
ID Theory
1 year
In conclusion, DAOs utilising blockchain technology have the potential to revolutionise drug development by enabling secure, transparent, and decentralised data management, community-driven drug discovery, evidence-based decision-making, and streamlined regulatory compliance.
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@I_D_Theory
ID Theory
3 months
Excited to have participated in the latest @inference_labs round. The private, decentralised, and efficient inference offered by their credibly neutral, trustless task-solving and ZKP layer, which the unique @colingagich and co are developing, will be a massive part of the
@inference_labs
Inference Labs
4 months
🚀 Exciting News! Inference Labs has raised $2.3 million in pre-seed funding to bring revolutionary changes to AI with Proof-of-Inference, starting with liquid restaking & $TAO. Thank you to all our amazing investors for believing in our vision! #bittensor #decentralizedAI
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@I_D_Theory
ID Theory
8 months
Exploring the evolution of DeFi, @agent_number_23 ‘s latest piece shows how he and his mechanical kin will not just revolutionise this sector but dominate it. From risk management to strategic optimisation, these powerhouses can outshine human limitations, paving the way for a
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@Agent_number_23
Agent 23
8 months
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@I_D_Theory
ID Theory
7 months
🤝
@gondixyz
GONDI
7 months
📢 Gondi is excited to announce additional funding for @floridastreet_ , the driving force behind the Gondi protocol! 📢 We are grateful for the incredible support from our community and ecstatic about continuing to build and innovate 🚀 Let's make magic happen! ✨👇
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@I_D_Theory
ID Theory
1 year
Disclaimer: NFA and we may hold positions in some or all of the projects mentioned in the thread and article, directly and indirectly, through our investment DAOs. 26/26
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@I_D_Theory
ID Theory
1 year
[8] Off-chain social layers add depth, complexity, and intrigue: These significantly impact player interaction & cooperation. Humans' unpredictable nature adds a strategic challenge and requires social skills & lateral thinking outside of the game to succeed. 18/25
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@I_D_Theory
ID Theory
1 year
[9] Intergame currencies represent "Proof of Gaming Work": PoGW transcends games & gives players the ability to transfer value between game universes to monetise their attention. They will revolutionise the industry by promoting interoperability & universal reputation. 20/25
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@I_D_Theory
ID Theory
1 year
Tactics include intel collection, sharing, and counter-espionage. On-chain sleuthing and privacy technologies such as zk-proofs shape the social landscape. Coordination across multiple mediums is becoming the norm, and a single uniformed space may never exist for a game. 19/25
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@I_D_Theory
ID Theory
1 year
[7] Games are the testing ground for generalised governance primitives: Within games, various governance primitives (including economic, defensive, and offensive agreements) will emerge. Their composable nature allows for a wide range of applications outside of games. 16/25
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@I_D_Theory
ID Theory
1 year
As described by @TheLastTriarius , asset shares can be issued and offered in negotiations for alliances & vassalage. The fact we are seeing these ideas crop up across multiple games e.g. Treaty ( @0xcurio ), is a testament to the power of smart contracts in on-chain games. 17/25
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@I_D_Theory
ID Theory
1 year
In conclusion: Pure on-chain games offer new gaming experiences with infinite content and possibilities. They range from casual diversions to complex virtual worlds. Social layers create a dynamic environment for player interaction and collaboration. 24/25
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@I_D_Theory
ID Theory
1 year
In summary, Zuzalu was a bold testament to the future of human societies. An incubator of ideas that transcend traditional boundaries. It illuminated the immense potential of decentralisation, self-governance, and digital communities in reshaping our world. Long live Zuzalu.
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@I_D_Theory
ID Theory
1 year
e.g. @Treasure_DAO , where $MAGIC is an in-game currency for all games within the TreasureDAO ecosystem. It fosters community engagement and creativity, offering players greater autonomy, ownership, and personal investment in their gaming experience. 21/25
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@I_D_Theory
ID Theory
8 months
@DeSciWorld ... all three: fishbowl of autonomous healthcare from ideation to medication wout middlemen plz Ageing valley of death healthcare incumbent: gimme another bo[hiccup]ttle of antifreeze (passes out alone on barstool) 🪦 @pfizer intern (sitting in corner drinking iced milk):
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@I_D_Theory
ID Theory
6 months
3 - Infinite TAMs: how big is the opp? When there are new kids on the block leveraging novel forms of generative finance and disrupting innovation, it’s almost a fool’s errand using trad valuation models (designed to fit a retired market structure) to size them up because they
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