Introduction Over the summer, I spent weeks on the ground across Asia—meeting investors, founders, and LPs in markets from Shanghai to Hong Kong to Singapore. Each city offered a different lens: Shanghai’s AI passion, Hong Kong’s stablecoin momentum, and Singapore’s measured institutional caution. These conversations gave me a firsthand view of how institutions are approaching…
Introduction: A Contrarian Bet After six weeks on the road—Hong Kong, Denver, San Francisco, New York—sharing the tmr Ventures thesis with investors, founders, and fellow VCs, one question kept coming up: “Why raise a VC fund—and why now?” It’s a fair question. Capital has shifted back to Bitcoin and liquid strategies. Early-stage crypto feels out…
It’s January 29th, 2025—the first day of the Chinese New Year, which my family and I just celebrated, welcoming the Year of the Snake. Outside my window, Boston is blanketed in snow, its winter charm as familiar as ever. But I know—spring will come soon. Today, I want to share my journey—the dots that have…