Catrina

@dotcuriouscat

Think different | Leading 1st rounds for whacky ideas | General Partner @PortalVentures | @Wharton

New York, NY

candidcontemplation.substack.com

Joined August 2021

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Catrina
@dotcuriouscat
Dec 21, 2024
How I Source & How We Invest I get asked these questions a lot and figure putting this out in the open can help save everyone's time. 1. We only lead/co-lead and exclusively focus on the first round/pre-seed 2. I read all deal-related DM on here on X & LinkedIn. You don't need
Catrina
@dotcuriouscat
Aug 21
Market finally starting to agree again
Catrina
@dotcuriouscat
Dec 4, 2024
I rarely write about one particular token, but given the volume of requests for our thesis on @Stacks $STX, I’m consolidating my thoughts here in one place. Hope this is helpful to those seeking to understand the STX ecosystem and the reasons behind our conviction. TLDR 1. It's
Catrina
@dotcuriouscat
Aug 18
An optimistic lament. It was rather bittersweet being at the Out East Summit by @TheTieIO — don’t get me wrong, it was a fantastic retreat. Could not have asked for a higher-signal crowd. It’s hard not to be bullish when you see the most established financial institutions on
Catrina
@dotcuriouscat
Aug 4
See you in 🇸🇬
Digital Asset Summit 2026
@blockworksDAS
Aug 4
The first wave of DAS Asia speakers is here Hear from the leading voices bringing institutional finance onchain this Oct 7th
Catrina
@dotcuriouscat
Jul 29
I'm just not convinced "AI Harness/Trust layer" is a space where startups have rights to win. A harness is useless if you cannot get someone to wear it — and that someone here are AI labs, the agentic payment companies, and the API owners. If I'm Amazon and want a harness to