Packy McCormick, author of Not Boring, one of the most widely-read analysts in tech. His newsletter now has more than 75k subscribers and he's raised a fund to back startups he finds interesting. In this conversation, we focus on how Packy went from crypto-skeptic to writing a post almost every week about crypto. We also talk about where power will accrue in the web3 value chain, the tribal nature of many crypto projects, and the possible deep connections between the idea of a 3d "metaverse" and blockchains. Enjoy!