Crypto won the war, now it must win the peace.

Gary Gensler is gone. Constructive laws are getting passed. Investment banks are underwriting crypto IPOs and pod shops are hiring degens.

We have a structure for institutions to participate in crypto, but valuations lag behind in the hottest environment for growth investing in the history of financial markets. The constraint isn’t permission, it’s legibility.

My fundamental worldview is that narrative is capital.

Before any contracts or code exist, the founder’s thesis and the clarity with which they communicate it in the marketplace is the foundational source of compounding equity value in their business.

Product A that is made compelling to capital trades at a premium to the same Product B that works perfectly in the dark.

Future cash flows are increasingly discounted to stories, not just metrics. Great performance does not equal great value unless it is understood.

Robinhood is a clear example of what works.

I joined the company just before the IPO in 2021, when its first impression to public markets was defined by its role in the GameStop story.

After being dismissed by investors, hated by customers, and harassed by media and regulators, their team made tough choices in the abyss to build a new identity and relentlessly orient key market participants towards that frame.

Today, $HOOD is the darling of publicly traded fintechs, and it was able to get there without sacrificing its retail DNA or commitment to innovation at the frontier of finance.

The company has now extended the same turnaround opportunity it seized to the broader crypto community.

Robinhood Chain starts from a position of privilege, with institutional credibility, distribution across tens of millions of accounts, and a clear focus on tokenized assets.

The open question is whether its grassroots community will convert those advantages into actual products and infrastructure that are accretive to the ecosystem and tell a better story than what the market has heard from others in the industry before.

I built Dimes Square Advisory to solve that problem.

Inspired by a place that is more narrative than neighborhood, DSA is a one man shop that helps builders at the edge of financial innovation create the conditions that attract capital, customers, and validation from the institutions that matter.

I approach my craft like an investor, identifying the hidden value in projects and teams that feel dangerous and chaotic at the beginning, but have the raw potential to deliver venture scale outcomes in the end.

I draw upon experience managing communications for Robinhood Crypto, where I helped lead the GTM for its non-custodial wallet and lay the foundation for the expansion you see today.

As your partner, I'll work with you as an embedded operator and do whatever it takes to build a viable institutional identity without sacrificing the speed or edge that makes working in crypto so addictive.

My engagements are structured to align incentives around shared long-term upside, not short-term fee extraction. I want to participate in the success that we’re able to create together, and I bias toward the long-term.