@placeholdervc

We're a venture capital partnership that invests in blockchain protocols and applications. Partners @cburniske @jmonegro. Research @mlphresearch @curiousgurnoor

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Joined August 2017
  • Tweets89
  • Following7
  • Followers29K
26Media
"Leveling the Stakes on Solana" placeholder.vc/blog/2025/9/1… by @curiousgurnoor
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"Revisiting L1 Tokens as Money: A Critique of ‘Monetary Premium’" placeholder.vc/blog/2025/6/3… by @mlphresearch

Revisiting L1 Tokens as Money: A Critique of ‘Monetary Premium’ — Placeholder

One of the oldest debates in crypto focuses on the relationship between the adoption of L1 blockchain networks and the value accrual of their native tokens. The debate is unresolved but it is...

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"Combined Metrics for Tracking Smart Contract Networks" placeholder.vc/blog/2025/4/1… by @mlphresearch

Combined Metrics for Tracking Smart Contract Networks — Placeholder

One of the key advantages of blockchain networks over other digital platforms is that data about assets and transactions hosted on a blockchain is publicly available. This allows for close to...

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"Introducing the Sequencing Value Accrual Simulator" placeholder.vc/blog/2025/2/1… by @curiousgurnoor

Introducing the Sequencing Value Accrual Simulator — Placeholder

The Sequencing Value Accrual Simulator is a web-app that simulates the economic value capture for users, applications, and infrastructure players under three sequencing mechanisms: based sequencing,...

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"A Visual Guide to Sequencing Mechanisms" placeholder.vc/blog/2025/2/1… by @curiousgurnoor
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"The Cryptopreneur’s Dilemma" placeholder.vc/blog/2024/12/… by @mlphresearch

The Cryptopreneur’s Dilemma — Placeholder

The foundations of public blockchains were laid by cypherpunks. Even though the crypto industry was always destined to harbor a variety of ideas and practices, it’s the principles of decentralizati...

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"David and Goliath: How Web3 Can Compete in AI" placeholder.vc/blog/2024/11/… by @curiousgurnoor

David and Goliath: How Web3 Can Compete in AI — Placeholder

The compute and training layers of the AI-industrial-complex are currently dominated by centralized Web2 giants that have unparalleled access to capital, state-of-the-art hardware, and vast datasets....

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"Eclipse: The Best Of Solana, Ethereum, And Celestia" placeholder.vc/blog/2024/7/3… by @cburniske

Eclipse: the Best of Solana, Ethereum, and Celestia — Placeholder

One way to think of the design choices within the layers is the lower down the stack we go, the more we need small machines to be able to verify the truth. By ‘small machines’ we mean a set of...

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"Stable Coins, Stable Growth" placeholder.vc/blog/2024/7/1… by @mlphresearch

Stable Coins, Stable Growth — Placeholder

The core function of blockchain networks is to securely process and maintain timestamped information records. In principle, this can be any kind of data, but the most typical example is information...

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"Is it time to Move beyond Solidity?" placeholder.vc/blog/2024/4/2… by @jmonegro

Is it time to Move beyond Solidity? — Placeholder

The EVM has been the most popular blockchain operating system since Ethereum launched almost a decade ago. However, few developers love developing with its native programming language, Solidity ;...

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"Saga: Open Blockspace For The Multiverse" placeholder.vc/blog/2024/4/1… by @cburniske

Saga: Open Blockspace for the Multiverse — Placeholder

Saga’s virtual blockchains are called Chainlets , and Chainlets are designed to be dedicated to single applications, though they could host multiple applications if preferred. Each Chainlet is a...

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Major general-purpose L1s tend to be heavily dominated by DeFi applications. Will this ever change, or will the most transactional, data-intensive apps ultimately find their home on sector-/app-specific chains?
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@placeholdervc16 Apr 2024
"Onchain Finance is Thriving; What’s Next?" placeholder.vc/blog/2024/4/1… by @mlphresearch

Onchain Finance is Thriving; What’s Next? — Placeholder

Decentralized public blockchain networks have existed for ~15 years with the associated cryptoassets currently going through their fourth major market cycle. Throughout these years, and especially...

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"Onchain Finance is Thriving; What’s Next?" placeholder.vc/blog/2024/4/1… by @mlphresearch

Onchain Finance is Thriving; What’s Next? — Placeholder

Decentralized public blockchain networks have existed for ~15 years with the associated cryptoassets currently going through their fourth major market cycle. Throughout these years, and especially...

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'Introducing Gurnoor Singh Narula' by @curiousgurnoor placeholder.vc/blog/2024/2/2…

Introducing Gurnoor Singh Narula — Placeholder

At Placeholder, I hope to relate the blockchain revolution to historical technological trends as I explore how the methods of past technological evolutions are mirrored (and can be utilized) within...

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Crystal Kwan, newest member of @placeholdervc operations, kept it cool herself, with all systems-firing-go despite the great heights.
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Newest member of @placeholdervc's investment team, @curiousgurnoor, underwent risk-mgmt & heights-training, his first week on the job 🫡
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"Institutionalization = Network Success" placeholder.vc/blog/2023/12/… by @mlphresearch

Institutionalization = Network Success — Placeholder

“Better technology doesn’t always win” is an old adage in entrepreneurship with numerous well-studied examples from business history: standard vs. wider and more performant railway track gauges,...

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"Virtual Blockchains In The Modular Era" placeholder.vc/blog/2023/11/… by @jmonegro

Rollups as Virtual Blockchains in The Modular Era — Placeholder

The pioneers of new technology must raise a lot of capital to create foundational infrastructure, which can lead to over-investment and speculative bubbles. When these bubbles burst, weak firms fail,...

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“Artificial Intelligence Belongs Onchain” placeholder.vc/blog/2023/10/… by @jmonegro

AI Belongs Onchain — Placeholder

As the cost of producing artificial intelligence models decreases, the population of AI agents will grow exponentially. Agents will soon outnumber humans online, creating, consuming, and exchanging...

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"Ethereum and Solana" placeholder.vc/blog/2023/10/… by @jmonegro

Ethereum and Solana — Placeholder

Ethereum and Solana are like Android and iOS. Android values modularity: it runs on many different types of devices made by hundreds of manufacturers worldwide; Google only makes 1-2% of them. This...

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