AI

Fred Ehrsam

Co-founder & Managing Partner · Paradigm

Check $1M$25M
SEED
SERIES A
Crypto

Investment thesis

Crypto is eating the world. I back founders building decentralized infrastructure, consumer crypto, and frontier protocols — looking for systems with strong network effects.

Communication style

Big-picture, founder-friendly. Willing to dive deep on technical detail. Strong opinions on token design.

Red flags

  • Centralized systems masquerading as decentralized
  • Founders who don't understand their own token dynamics

Signature questions

  1. 1.Why crypto for this specific problem?
  2. 2.How does decentralization actually matter here?
  3. 3.What's the regulatory risk and how do you mitigate it?

Selected portfolio

Coinbase
Compound
Optimism
StarkWare

AI simulation. This persona is an AI trained on Fred Ehrsam's publicly available talks, blog posts, and portfolio history. It does not represent their actual current views or availability. Real introductions require the VC to be a partner on the platform.

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