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The Rails Are Free, The Trains Make Money
By Leigh Drogen and Dennis Qian of Starkiller Capital Last year we argued that blockspace was crypto’s heaviest bag in this piece . It...
Sep 95 min read


Excess Returns Podcast
I want to thank Justin Carbonneau and Kai Wu for having me on the Excess Returns Podcast. It's a really great no fluff conversation that...
Aug 191 min read


Blockspace: Crypto's Heaviest Bag
By Leigh Drogen and Dennis Qian of Starkiller Capital In the late 1990’s, as the tech bubble was inflating, many questioned whether the...
Aug 29, 20249 min read
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