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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Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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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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Crypto Crisp: Finally, Uniswap
Ethereum has surged past the 3,000 ETH/USD mark, now trading at 3,050 ETH/USD. This increase is mainly driven by the intensifying anticipation...
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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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