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Finding Alpha On-Chain
Educational Short Story; Finding a gem related to Arthur Hayes
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PHD Capital

January 2023

"We Like the Stark"
A Deepdive into Everything StarkWare
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PHD Capital
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…
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PHD Capital

November 2022

LayerZero: Interoperability For All
A report on the tech, problems it solves, and what's being built on top of it
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PHD Capital
Unpacking Aptos
Launch Review and Early Analysis
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PHD Capital

October 2022

A Framework for Timing the Bottom
"All Models are Wrong, but Some are Useful"
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PHD Capital
2
The Real Yield Hidden Gem No One is Talking About
A hot new narrative called 'Real Yield' has emerged
Cosmos 2.0: A New Frontier for Interchain
The plan to defragment Cosmos’ ecosystem and improve value accrual for $ATOM
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PHD Capital
1

September 2022

RAI and LUSD: Stablecoins Built for Resilience
Breaking down the two top options for decentralized stables
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PHD Capital
2
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…
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PHD Capital

July 2022

May 2022

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