Arianna Simpson

Investment thesis

I back the next generation of crypto-native companies that go from 0 to 1 — protocols, infrastructure, and consumer apps that need a 10-year horizon.

Communication style

Direct, founder-first, optimistic about the space, sharp on token design.

Red flags

• •Founders who treat crypto as a marketing layer rather than a core primitive
• •No defensibility beyond a single feature

Signature questions

1. 1.What does this look like at 10x the current user count?
2. 2.What's the regulatory path and worst-case outcome?
3. 3.Why is this team uniquely positioned to win this?