Catrina Wang
@dotcuriouscat
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I research deeply & publish sparsely | General Partner @PortalVentures | Organizer of @PennBlockchain Conference (PBC) | ex- @protocollabs @hivemindcap @wharton
NYC
Joined August 2021
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Pinned Tweet
Almost a year after the publication of
@PortalVentures
’ initial bitcoin thesis, we are excited to present its sequel: Chapter Two of Bitcoin 👉
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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.
👉
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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
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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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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
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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.
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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
Here’s the blogpost tldr 🧵
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9/15
The BTC “tribes” (outline below)
1.
@Stacks
- The ONLY altcoin that yields BTC via staking
- The dominant general-purpose Bitcoin L2 - first mover advantage
- A true ecosystem
- Compliant token
- Tokenomics
- Major catalysts in Q1: sBTC, Nakamoto, EVM & Rust-VM subnets
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Feeling so blessed to stare at our beautiful portfolio of leaders in every BTC sub-category from last year 🥰
The mafia is forming & growing 📈
@ZeusNetworkHQ
@Bitflow_Finance
@LiquidiumFi
@ordinalhive
@ord_io
@Bison_Labs
@ArchNtwrk
@ALEXLabBTC
@asignaio
@ArkadikoFinance
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Not your everyday shared sequencer:
@evanbfish
and I present
@PortalVentures
’ investment thesis to lead
@RomeProtocol
’s preseed round alongside
@aeyakovenko
,
@nickwh8te
,
@neelsalami
,
@RahimNoorani2
,
@santiagoroel
,
@tarunchitra
, and
@JasonYanowitz
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With all this ZK frenzy, I wonder how many know Filecoin has been using ZK-SNARKs for its proof of replication as part of the data dealing process for years 🤷🏻♀️
And NOT make a big deal out of it
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No Bitcoin Ordinal trading isn’t the same as ETH - and there’s a reason wh y there are only low single-digit Ordinal trading platforms to date.
Here’s a chart put together by
@ordinaldude
of
@ordinalhive
to compare
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The big bang 🔥 Another bluechip coming out of the
@PennBlockchain
@Penn
crypto mafia. Thrilled to be not only the angel but also the co-lead of the round by
@PortalVentures
@evanbfish
We're thrilled to announce our $2M pre-seed round, co-led by
@PortalVentures
and
@SevenXVentures
, joined by a stellar group of investors including
@banklessvc
,
@MaelstromFund
,
@alekslarsen
,
@sassal0x
,
@RyanWatkins
, and more in our journey to empower stakers and re-stakers.
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As the first backer of Arch & having witnessed its progress since inception, we now have a new definition of what it feels like to be on a rocket ship.
@Evanbfish
@PortalVentures
Arch is proud to be building and innovating in the Bitcoin ecosystem, alongside some of the industry's top funds and strategic partners.
Announcing the closing of our seed round led by
@multicoincap
, hear what they have to say about us:
"Arch Network's emergence is a direct
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What a fun session geeking out on web3 data & centralized computing! Can’t wait for the video to come out and big shout out to the all-star panelists
@storj
@ankr
@Filecoin
and amazing host
@computecoinnet
!
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I still believe “Blockchain” the TECH can be decoupled from “cryptocurrency,” at least for enterprise use cases
In my consulting days writing Blockchain PoCs for F500s, the distinct value-add are
1. Disintermediate
2. Automate
3. Verifiability
Which of ^ actually needs token?
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Been seeing interesting overlaps between RWA & DePIN because both touch on offchain assets. Where do we draw the line when they ll both have tokens?
A startup is RWA when token=digital representation of asset (whether it’s financial assets like bonds or physical assets like
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10
16
Photos finally came out from
#PBC
@PennBlockchain
Conference 23 - Value Accrual Panel
Gotta say, Fat Protocol will always be in style ;)
@_alekslarsen
@jmonegro
@chiajy2000
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Beyond ideology: Three Material Benefits of Decentralized Infrastructure in Web3
1. Cheaper and potentially more performant
2. Lay the bedrock for new categories of innovation
3. Unlock closed doors, so to speak
Let’s dive in & full thesis here
1/13
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First of many team photos!
“Here’s what you have to believe”
Excited to announce I’ll be joining
@PortalVentures
as a Research Analyst this summer!!
Looking forward to working with
@evanbfish
&
@curiouscatwang
!
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Been noticing a lot of founders in web3 building “features” vs. “products”. What’s the difference? One is monetizable hence investable vs. the other can accrue usage but not value. Why this matters? A thread 1/8
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@FilecoinTLDR
@Filecoin
Here’s the tldr thread if you only have 3 min
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
Here’s the blogpost tldr 🧵
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Why I’m more confident than ever to bet my career on web3 amid a crypto winter - a thread
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Heard some people compare Block Reward to CAC - I think differently & here’s how
- Miners/Validators = capital asset
- Block reward = capital depreciation
- CAC = costs to attract builders (hackathons, grants, community, marketing)
From spitballing with
@evanbfish
- a thread
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1
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Lots of Decentralized GPU craze but what constitutes a MOAT for these “
@gensynai
” of the world when all go them are essentially marketplaces between computer power <> compute jobs?
Hint: access to supply side, aka GPUs/CPUs
Imo, the winner shall exhibit below key traits
1.
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Candidly speaking I have a hard time buying into the grandiose vision of AIML/LLM on chain - more than happy to be proven wrong here but hear me out
1. LLM need data + algorithm + GPU
2. Big tech has supply advantage to all of the above (and maybe that’s what we are trying to
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University conferences are just the best - always! Hopping from
@PennBlockchain
- Yale (4/6) - then Harvard (4/12) - Cornell (4/26)
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Coined a new term today. DePAT = Decentralized Physical Asset Tokenization, at the intersection of DePIN and RWA.
As crypto turns into a fiction novel with all the hype narratives, could DePAT be another cavalry to turn crypto real?
Been seeing interesting overlaps between RWA & DePIN because both touch on offchain assets. Where do we draw the line when they ll both have tokens?
A startup is RWA when token=digital representation of asset (whether it’s financial assets like bonds or physical assets like
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Crypto at its core = Financialization + Gamification
Financialization drives participation
Gamification drives addiction
w/
@Evanbfish
@vikramcantsingh
@PortalVentures
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DataNFTs & DataDAOs will dismantle the autocracy in today's data economy while keeping the incumbents (aka Big Tech) happy - here's how
1/11
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UX Rant:
@WeChatApp
still blows
@telegram
out of the water even w/o the mini-apps functions
As a native user of WeChat, I’ve been “forced” to use
@telegram
cuz crypto &
@WhatsApp
cuz MBA. I can definitely tell you that these “wannabe WeChats” have a LONG WAY to go - a thread
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7. Endless permutations of POF
Upstream (tx)
- Wallet
- Searchers bundle
- Private RPC
@foldfinance
@blocknative
- User intent layer EIP4337
- MEV rebate
@dualityxyz
@rook
@wallchain_
@kolibrio_mev
Downstream
- Validator
- Wholesaler (MM)
- BS auction
@DFlowProtocol
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Brain food for everyone: here's a running repository of great reads/research/resources/mental models in crypto & venture since 2022.
Continuously updating - feel free to suggest adds
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Huge thank you to these contributors & experts interviewed
@jnthnvctr
@blockhiro
@protocollabs
@storj
@StorjSupport
@ArweaveTeam
@stefaanweb3
@DavidVorick
@Filebase
@computecoinnet
@GlitterProtocol
@SpaceandTimeDB
@Web3Q_io
@functionland
@timdcg
@ralexstokes
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Why I still stand with Fat Protocol in 2023 - A recap of the evolution of the Fat Protocol thesis to date & why it's still the most directional and relevant thesis
Full read here:
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Getting ready for a bustling crypto summer in NYC - starting to get some IRL Penn Quaker Alum & friends events going locally & at conferences.
Action: fill this form out for invites or interest in sponsoring
@PennBlockchain
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14/15
Shoutout to SMEs below for reviewing my draft & providing feedback:
@evanbfish
of
@PortalVentures
@KevinWilliams
&
@kyleellicott
of
@BTCFrontierFund
@andrerserra
of
@Stacks
@JasonSoraVC
of SoraVC
@AleksisTapper
of
@tokenterminal
@Old_Samster
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Today scope of NFT is confined to the financialization of “digital goods”
@__vaporware__
expands scope of NFT to the financialization of “digital events”
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Super thrilled to announce that the Annual Penn Blockchain Conference will be brought to you in person at the beautiful Penn Campus on Feb 10-12, 2023.
RSVP
@PennBlockchain
@Penn
@Wharton
@ChundaMcCain
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A last min tweet as farewell to the best year yet. Too much to be thankful for in 2023 & to be excited about in 2024. LFG ⚡️
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One chart to TLDR for you the non-philosophical benefits of decentralized data infra (storage + retrieval + compute) in web3.
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MBA exams are like EIP4844
Pre-exam cram -> batching learning from literal zero knowledge
Taking exam -> posting & settling formula & theory blobs
5 min after exam -> blobs pruned 🙃
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Currently doing a research piece on "the future of web3 storage: the battle of decentralized vs. centralized storage." If you are an expert or a founder in the space, please DM - would love to chat & potentially feature what you are building
@Filebase
@DavidVorick
@zixuanzh
1/
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10/15
2. The “NFTs” and beyond
- Ordinals & Runes by
@rodarmor
- BRC20 by
@domodata
- Indexer-less NFT issuance
@atomicalsxyz
- BRC-721E by
@BitcoinMiladys
@OrdinalsMarket_
@xverseApp
- Ordinal Lending
@LiquidiumFi
- Oracle-less SRC-2O & ORC-Cash
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On behalf of
@PennBlockchain
& commissioned by professor
@kwerb
, we are compiling a Upenn/Wharton Crypto Network Registry of Penn alum & friends for ongoing university & alumni engagements
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In FOUR days! See you this Friday & Saturday (2/23 & 2/24) at
@PennBlockchain
Conference for the largest student & alumni-run Digital Assets & Blockchain Conference!
Expect heavy-hitting panelists from the top of their fields across startups, Wall Street, and Venture Capital.
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Web3 Capital Allocators' Dilemma & Myopia
Here’s the TLDR - a thread
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Shoutout to these powerful brains for their feedback 1/2
@ThogardPvP
of
@0xPFL
@thegostep
@ankitchiplunkar
of
@mcutler
of
@blocknative
@tomhschmidt
@bertcmiller
of Flashbots
@0xRainandCoffee
@SamPeurifoy
@MuratLite
of
@primev_xyz
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13/15
Additionally, exciting BTC-centric initiatives have been blossoming:
@BTCFrontierFund
, Bitcoin Startup Labs
@btc_albert
@OVioHQ
BTC base camp,
@L1Fxyz
by
@domodata
, Wolf Incubator, Bitcoin Builders Association, etc.
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4b/
Monetization option 2: tokenize SUAVE w/ two possible designs + tradeoffs
option 1. governance token (mellow and avoid user friction)
option 2. utility/fee token (increase BD/adoption risk but comes with higher upside too)
or some hybrid
see pros vs. cons in article
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My daily best
"there are so much to learn dude. i have a dream of just sitting on a beach, tan, and read.
MLK would judge my dream, but it's THE dream”
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15/15
@0xfishylosopher
of
@StanfordCrypto
Jian & Haotian of AmberGroup
@wordsforgot
of
@ForesightVen
@KyleSamani
of Multicoin
Logan Allen of
@ZorpZK
@vikramcantsingh
of
@PennBlockchain
@dapp_whisperer
of
@BadgerDAO
@wooooer
of
@DiscocoLabs
Jake Hamilton
@BitcoinUndisc
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2/
Overall, my view on the business viability of MEV went from optimistic → pessimistic → euphoric after this 6-week binge
mental journey below
-> “Exciting - 1B Rev already”
-> “Wait Flashbots made no money - is there no value accrual?”
-> “Wow tons of $$ oppo coming up”
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HBC was one of the most high signal Con last year - excited to return & join the investor panel.
See you soon!
Excited to announce the Harvard Blockchain Conference on April 13-14, Sat & Sun!
We're thrilled to have a lineup of top [INVESTOR] speakers joining us. Explore the latest trends and insights in crypto investment. Secure your spot now and network with industry leaders!
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Go big or go home
IT IS LIVE 🔥: The Flagship Penn Blockchain Conference & Hackathon official website is now live at ! Check out our world-class lineup of crypto A listers!
Ticket is free and everyone is welcome to join: RSVP on the website
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11/15
3. Side chains:
@Liquid_BTC
@rootstock_io
@TheTNetwork
and interop layer such as
@InterlayHQ
4. Rollups/L2s:
- EVM:
@BotanixLabs
@BsquaredNetwork
- ZK Rollups:
@alpenlabs
@Bison_Labs
@chainway_xyz
- DA approach:
@kasarLabs
5. BitVM by
@robin_linus
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Shoutout to these powerful brains for their feedback 2/2
@0xMagmar
of
@SkipProtocol
@nikhilsaraf9
@GandalfTheBr0wn
of
@GandalfTheBr0wn
@yoitsyoung
@Elegy4TheArctic
of
@IOSGVC
and more
/The End.
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Honored to moderate Wharton’s first Metaverse Industry Talk with esteemed thought leaders like
@jamie247
from
@OVioHQ
and Brandon Hoffman 👾 🍌 from
@SamsungNext
This is an open event for everyone! Don’t forget to RSVP to get access into the Metaverse platform
@GamerjibeSocia
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“The battle between every startup and the incumbent comes down to whether the startup gets distribution before the incumbent gets innovation” – Alex Rampell
Not this time. Incumbents in the AI era have both innovation & distribution - how can startups win?
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This is fascinating: been told by many data-centric web3 entrepreneurs that a common reject reason from VCs is “they don’t get what what are doing” or "can't DD"
So what are we talking about when we make “self-sovereignty” a tagline in our thesis book?
1
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2/15
A content preview
1. The uncanny resemblance between Pandas and BTC
2. Why BTC, why now?
3. Making Bitcoin “capital efficient” vs. “programmable”
4. An analysis of various approaches (new + long-standing) to Bitcoin’s productivity
5. Emerging directions that excite us
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This report is NOT sponsored or commissioned by any organization and is intended to be impartial & factual. It is produced purely based on my intellectual curiosity about this promising but under-valued space, with the goal to collect and propagate the latest, most accurate info
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Breakpoint is always buzzing - can’t wait to share Portal’s latest protocol investing perspectives on stage at
@SolanaConf
#Breakpoint2023
Grab your tix here -> Oct 30-Nov 3
See you in Amsterdam!
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6/15
There are two directions we see: making BTC more…
A. capital efficient (make more panda babies)
by extending BTC’s identity as digital gold & creating basic financial products while minimizing risks.
E.g. trustless staking, L2s, BTC-backed stablecoin
1
0
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Been spending a lot of time with
@evanbfish
noodling on exactly what's unique about web3 business models. Imo 3 buckets of crypto startups I see
1. Apply web2 biz model to web3 TAM
2. Building features vs. products
3. Protocol as a business model (the "net-new” biz model)
Been noticing a lot of founders in web3 building “features” vs. “products”. What’s the difference? One is monetizable hence investable vs. the other can accrue usage but not value. Why this matters? A thread 1/8
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2
0
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5/15
Why can't we just leave BTC alone? 6 arguments are explored
1. The lure of liquidity influx
2. To counter security erosion from BTC halving
3. Macro catalysts
4. Merits of UTXO model
5. Undeniable demand for BTC blockspace that status quo can’t support
6. BTC Brand equity
1
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7/15
B. programmable (train/genetically modify pandas to work)
by morphing BTC’s identity toward a general-purpose, performant chain like Ethereum or Solana.
e.g. complex DeFi & leveraging, bridging & interop with other chains, gaming/consumer play on BTC
1
0
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@_JonahB_
@Stacks
@muneeb
@andrerserrano
@kyleellicott
Might be unpopular opinion here but Skeuomorphism from ETH isnt the way imo. BTC has its own nativity, taxonomy, liquidity profile, technical limitation that spurs its own dev culture (indexing means a totally different thing on BTC vs. ETH, metaprotocols, L2 etc.)
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Please leave comments below for any additional panel topic & speaker recommendations, and we will try our best to make it a reality!
@amanda0x
@ChundaMcCain
@PennBlockchain
@chef_rish
1
3
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It's been surreal to see the trajectory of Ion since day one. LFG!
Ion Protocol recently reached $10M in total deposits!
And today, Ion is open on mainnet!
Read more below for Ion’s official referral program.
Let’s scale together ⬇️
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What makes someone a lifer in VC?
1. Relentless curiosity -> research
2. Hunger to influence -> thesis
3. Urge to act -> invest
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Shoutout to SMEs & friends for input & review
@duckie_han
&
@jnthnvctr
of
@protocollabs
@danielrock
of
@Wharton
@Evanbfish
of
@PortalVentures
@mrjasonchoi
of
@tangent_xyz
@Davidhick
of
@BacalhauProject
@jlehman_
of
@urbit
@ZUbillos
of
@exa_bits
Been spending a lot of time thinking about AI x Crypto
This week,
@curiouscatwang
drops one of the more comprehensive posts on the topic for
@theBlockcrunch
:
Full article:
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4/15
Now, let’s revisit some popular arguments against making BTC productive
1. BTC should be a store of value
2. Wrapped BTC (WBTC) has a lukewarm product-market-fit
3. The Bitcoin chain is not designed for programmability
& counter to each in the article.
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12/15
6.
@lightning
network & its latest traction
7. Digital asset issuance via RGB, Taproot Asset, and potentially
@atomicalsxyz
8. Various ecosystem integration: SOLightning of
@solana
&
@lightning
,
@nomicbtc
of
@cosmos
, Binance, Coinbase, Cash App, ckBTC of
@dfinity
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Realizing the Modular stack is turning into a Paradox of Choice problem as written in the book by
@BarrySchwartzBW
TLDR of the book is,
When the number of choices increases, so does the difficulty of knowing what is best. Instead of increasing our freedom to have what we want,
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Would be cool if I get an NFT as a certificate of every angel investment I do 🤔
1
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👉L1s: nation
👉L2s & ecosystems: state
👉Dapps: companies that can grow to a state w/ enough users
👉L1/L2 gas: federal/state tax
👉Staking yield: bond
👉Miner: citizen - work while moonlighting as security guards
👉MEV: capitalism
👉Flashbots: SEC
1
1
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Honored to have assembled such a world-class panel for a topical discussion of value accrual in today's market inflection. Can't wait!
📢Incoming:
#PBC23
2/10/2023 Panel Announcement🔥
"Value Accrual in Web3 - a Refresh on the Fat Protocol Thesis" featuring
@jmonegro
of
@placeholdervc
@alekslarsen_
of
@blockchaincap
@mrjasonchoi
of
@tangent_xyz
@chiajy2000
of
@PanteraCapital
Moderated by
@Curiouscat178
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10
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7
Another drop from my go-to for all things Consumer!
1/ Today, centralized tech companies own + control apps, capturing trillions in value. Tokens offer an alternative.
We’re starting to see tokens change the way consumers interact with the products that they use. My new piece for
@Collab_Currency
.
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Thought experiment: what if non-L1 token projects accrue value to Equity side only? The good, bad, and ugly - a thread
2
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3/15
We all love pandas. They are adorable and of limited supply due to their genetic reproductive problems. There isn't much they can do due to biological design.
But here’s an idea: what if we make Pandas more productive? Now, replace “panda” with “BTC” - it still works.
1
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5/ Section 3: MEV trends to watch
1. cross-chain MEV: flashloan like
@AaveAave
to provide liquidity for arbitrageurs; monitoring tools; Flashbots getting into bridging; escrow service for non-atomic executions
2. EIP 4337: order book for user intent
2
1
6
AI is near the end of the Installation Phase but NOT quite in the Deployment Phase, just yet, and crypto might just be the final nudge - here’s why
2
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Proud Arch backer from day zero 😎
@proofofmud
@0xfinetuned
NEW POD: The Future of Bitcoin Smart Contracts
We sat down with
@proofofmud
&
@0xfinetuned
to unpack:
- Taproot & Ordinals enabling Bitcoin DeFi
-
@ArchNtwrk
's approach to Bitcoin smart contracts
- Parallel processing on Bitcoin
- Security vs. programmability
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Honored to moderate such an all-star panel of future makers in web3 storage & computing! Come join us in person - Pool Pavilion at Canopy by Hilton Austin
604 W 6th St, Austin
@HivemindCap
@protocollabs
@ankr
@akashnet_
@computecoinnet
@storj
#Consensus2022
Event Alert 🔈
Royal Rumble in the Skies: A Discussion on the Future of
#Web3Storage
is this Saturday at 2 PM CT, hosted by
#Computecoin
and featuring
@protocollabs
,
@storj
,
@ankr
, and
@HivemindCap
!
Join us in Austin or online ⬇️
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Honored to be part of the Genesis cohort launch - can’t wait for the next one!
The
@WhartonCypher
Accelerator, launched by the Stevens Center for Innovation in Finance, supports startups building a technology-based future.
Learn about the first year of the initiative & its future, including an expansion into other areas of fintech:
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2. defi is moving to L2, but L2s got their own MEV design
-
@optimismFND
MEV auctions
-
@arbitrum
Fair Sequencing Services (FSS) to minimize MEV
-
@zksync
&
@StarkWareLabs
time-locked encryption & VDFs
& it’s a chore to align incentive alignment between SUAVE and L2s
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3. MEVs on Alt L1s
@jito_labs
@SkipProtocol
@meka_t3k
@0xPFL
4.
@eigenlayer
partial MEV-boost
5. SDK for MEV like
@AstriaOrg
@project_shutter
@pmcgoohanCrypto
@0xPropeller
@primev_xyz
@Fair_Block
6. Reputation marketplace for block builders
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See you in Taipei & thanks
@JasonSoraVC
for hosting!
Sora Summit 2023 Confirmed Speakers
December 16th, during Taipei Blockchain Week
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Enjoy the read & DM me if you have more ideas. Let's build together!
Many thanks for the input & review:
@evanbfish
@ArchNtwrk
@LorenzoProtocol
@bison_labs
@kankanivishal
@0xBinari
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3b/
Consideration
#2
, MEV products tend to be non-sticky & Flashbots continuously gives away its competitive edge for the public good (for now) - this is self-explanatory but more details in the article
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8/15
We believe in making more panda babies, aka making BTC more capital-efficient because of
1. BTC’s evident product-market-fit as a store of value
2. Net-new liquidity unlocked from BTC is from the “non-degen” holders
3. Mentality of spending BTC is very different from ETH
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4/Section 2: Flashbots’ paths to profits
Per Aggregator Theory, whoever aggregate users have the ultimate moat to monetize, e.g. wechat, meta
Flashbots meets all 3 traits of an aggregator
⁃Direct relationship with users
⁃Negligible incremental cost
⁃Network effect
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Actionable takeaways from the latest SEC hearing for crypto founders & VCs: I'm legit scared for at least half of the crypto projects out there - a thread 1/10
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3a/ MEV TAM
Consideration
#1
, Flashbots’ TAM is being squeezed by upcoming ETH native MEV features + L2 rollups cuz
1. ETH ll enshrine MEV features at protocol level
PBS, PEPC, crList, and mempool encryption, etc. e.g. MEV Boost = band-aid solutions = will be displaced by PBS
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3c/
Consideration
#3
, tons of alternative solutions to MEV, namely
- MEV-prevention: RFQ DEX (
@hashflow
), MEV-conscious DEX (
@CoWSwap
), and new liquidation system (Maker, Euler)
- Partial MEV boost with
@eigenlayer
- Private Order Flow (POF) more on this later
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