Below is a written and abridged version of the annual presentation we recently shared with TCG Crypto investors.

What’s old is new again. By Gaby Goldberg and Bridget Harris

The internet evolves in a way that consistently democratizes creation and distribution, barreling through the walls of the existing status quo, breaking them down and building them up again.

Crypto faces a unique challenge for consumers. Naturally, any consumer of a crypto product is focused on two things at once: the product and the asset value. This can be equated to needing to own Facebook stock to use Instagram or needing to own a part of the NYT while also being a reader. The value shifts from “is this product good?” to “is the business of the product good?” 

Sharing our investment in Jia, which turns crypto liquidity into working capital for small businesses in every corner of the world.

A framework for consumer crypto.

We are excited to share our first Year in Review letter, outlining our thesis for how we've invested over the last year and where we're excited to spend time in 2023.

Crypto messaging lives on Telegram and Discord, but the search for a solution needing just a wallet address has spurred the beginnings of 50+ companies.

We are thrilled to share that we’ve led the Series A in Hume, the web3 entertainment company redefining what it means to be an artist and a fan.