Below is a written and abridged version of the annual presentation we recently shared with TCG Crypto investors. A consumer-first approach to emerging technology Two years ago, we launched TCG Crypto with the belief that blockchains could catalyze new user behaviors for consumer businesses. While many investors in this category were focused on low

What’s old is new again. By Gaby Goldberg and Bridget Harris In recent months, we’ve seen an increasing number of projects working in and around borderless payments, from peer-to-peer solutions like Sling, Code, Ottr, and Decaf to on- and off-ramp companies like Kravata, Latamex, Koywe, and Rio. Over the last decade, the concept of borderless paym

“I think a lot of Westerners want to think of developing-world uses as a boring sideshow, and highlight Westerners trading monkey gifs as the only part of crypto worth talking about. But about 66% of crypto users live in the developing world. More people own cryptocurrency in Africa than in North America… If nothing’s wrong with your country’s fin

This post was originally published on Substack. Subscribe for updates. “While tools like Nansen and TokenTerminal increasingly make it easier to verify and assess “real” economic activity on the networks we deploy money into, data literacy has not risen in proportion. And it takes a while before the market picks up on the skills to do that.” —Joe

One Year Down Dear TCG Crypto investors, collaborators, and friends, With over a year of the fund underway, we are excited to share with you our first Year in Review letter surrounding our portfolio and key areas of focus. In this letter, we outline our thesis for how we’ve invested over the last year, the areas where we’ve worked to build stronger