Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network
This report provides a detailed comparison of how different L2 networks approach the problem of value accrual through transaction ordering...
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Crypto Moves #39 – The Token Unlocking Saga Is (Mostly) a One-Way Down Game
In recent years, we have seen a surge in new crypto projects launching with billion-dollar market capitalizations right from the start. This trend...
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Crypto Moves #35 – Keep Altcoins at an Arm’s Length From Your Portfolio
On March 7 of this year, we dedicated an entire edition of Crypto Moves to discussing our belief that this crypto bull market is the least...
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Crypto Moves #16 – Why We Are Long Ethereum Layer 2s
In the short to medium term, Ethereum is mainly depending on what is known as off-chain scaling to significantly expand its blockchain’s capacity...
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