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Finding Alpha On-Chain
Educational Short Story; Finding a gem related to Arthur Hayes
Feb 15
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Finding Alpha On-Chain
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January 2023
"We Like the Stark"
A Deepdive into Everything StarkWare
Jan 30
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"We Like the Stark"
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Deciphering Ethereum Scaling and Zero-Knowledge
Written by our new analyst Alex Sampson A recap of scaling technology Rather than solely scaling Ethereum through native Layer 1 (L1) architecture…
Jan 11
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Deciphering Ethereum Scaling and Zero-Knowledge
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November 2022
LayerZero: Interoperability For All
A report on the tech, problems it solves, and what's being built on top of it
Nov 15, 2022
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LayerZero: Interoperability For All
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Unpacking Aptos
Launch Review and Early Analysis
Nov 1, 2022
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Unpacking Aptos
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October 2022
A Framework for Timing the Bottom
"All Models are Wrong, but Some are Useful"
Oct 25, 2022
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The Real Yield Hidden Gem No One is Talking About
A hot new narrative called 'Real Yield' has emerged
Oct 13, 2022
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The Real Yield Hidden Gem No One is Talking About
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Cosmos 2.0: A New Frontier for Interchain
The plan to defragment Cosmos’ ecosystem and improve value accrual for $ATOM
Oct 7, 2022
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Cosmos 2.0: A New Frontier for Interchain
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September 2022
RAI and LUSD: Stablecoins Built for Resilience
Breaking down the two top options for decentralized stables
Sep 23, 2022
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RAI and LUSD: Stablecoins Built for Resilience
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Everything $GLP: Hedging, Leverage & Manipulation
Disclaimer: The ideas presented here are not to be taken as financial advice, the research and opinions expressed are purely for educational purposes…
Sep 19, 2022
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Everything $GLP: Hedging, Leverage & Manipulation
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July 2022
How to Make Money Both Ways in a Bear market
Disclaimer: None of this is financial advice, I’m a moron on the internet that you’ve never met, can’t read or write and lost his lifesavings 100 times…
Jul 11, 2022
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How to Make Money Both Ways in a Bear market
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May 2022
Exploring $USN as a Stablecoin
UST was an UNDERCOLLATERALIZED algorithmic stablecoin. USN is an OVERCOLLATERALIZED stablecoin which is DOUBLE-collaterized with $NEAR and $USDT. In a…
May 26, 2022
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