Research & Analysis

Market insights, technical deep dives, and investment thesis from our research team.

Oct 20, 2024 8 min

DeFi Market Structure Analysis

Examining protocol revenue models and sustainability in the current market environment.

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Oct 15, 2024 10 min

Layer 2 Scaling: Technical Deep Dive

Comparing rollup architectures and their implications for application developers.

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Oct 10, 2024 12 min

Building Products Users Actually Want

Lessons from successful portfolio companies on product-market fit in crypto.

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