Blog
Notes from the show.
Longer pieces on what the conversations on MoneyNeverSleeps add up to: recent episodes, the patterns that repeat across them, and how they fit the thesis. Every post also goes out on Substack.
Start here
The onchain rails are live. The bridge is unfinished.
The Norio View: why Tier 1 financial firms are building their own way onchain, why everyone else needs a bridge, and where the founders building it fit. Every post on this blog connects back to it.
Do Good Work With Good People
A founding principle that keeps me grounded - and connected.
Techstars Web3’s Evolution & My Next Phase
After four years and four classes, Techstars folded its web3 support into every program, and Pete stepped away to start his next phase in onchain finance.
Stablecoin Revolution
Linda Jeng helps me unpack Castle Island Ventures' latest stablecoin report
Techstars Web3 2025: Thesis Update
The thesis Hugh McGirr and Pete wrote for the Techstars Web3 2025 program: networks and ownership, three layers of onchain adoption, and AI as the accelerant.
Collecting & Connecting the Dots
Channelling the mind of Danny Meyer to make sense of the world with Mai Santamaria
It's About Damn Time
We look at the Spot Bitcoin ETF on the day of the *real* approval, as part of our dissection of Messari's Crypto Theses for 2024.
Jumping to Light Speed
Looking across the universe of apps being built on the Solana blockchain with Amira Valliani and Nick Ducoff from the Solana Foundation.
Great Founder or Great Market?
Paul Smyth joins me as guest co-host for a rundown on the state of VC investment in European tech, stablecoins vs. CBDCs and the 'great founder or great market' debate
Bringing the Money Back!
For the first time in over two years, MoveyNeverSleeps is back in your inbox!
Memory Lane: Sam Williams and Arweave
Sam Williams is co-founder and CEO of Arweave, a blockchain protocol allowing us to remember and preserve valuable information, apps, and history indefinitely.
My Philosophy: Nik Milanović, This Week in Fintech and The Fintech Fund
Nik Milanović, founder of This Week in Fintech and GP at The Fintech Fund, on turning a newsletter into a global fintech community and VC fund.
Techstars Tag Team: Isaac Kato and Pete Townsend on Web2 vs Web3
Isaac Kato of the Filecoin Techstars Accelerator and Pete Townsend riff on composability, defensibility, and how token incentives change fundraising in Web3.
Joey Krug: Pantera Capital, Being Early in Crypto and Shipping Fast
Joey Krug is Co-CIO of Pantera Capital, the first institutional VC focused exclusively on bitcoin, other crypto assets, and companies in the blockchain space.
Matthew Graham: Sino Global Capital, Web3 and Making Your Hobby Your Job
Matthew Graham is the CEO of Ryze Labs, providing strategic investment to best-in-class companies moving the blockchain and digital assets ecosystems forward.
John Wu, Ava Labs: Blockchain, Web3 and Building on Avalanche
John Wu, president of Ava Labs, on scaling the Avalanche blockchain platform, building Web3 communities, and what institutions still get wrong about crypto.