PinnedEthereum — A Generational Investment1. Part I — IntroductionJan 22, 2022A response icon9Jan 22, 2022A response icon9
Short Crypto Equities vs Long Spot ThesisThe following thesis was generated and written in a joint effort between Hal Press of North Rock Digital and Quinn Thompson of Lekker…Jan 10, 2024Jan 10, 2024
STX Thesis UpdateKey developments have brought our initial STX thesis into further focus. We will elaborate later, but at a high-level, demand for Bitcoin…Dec 1, 2023Dec 1, 2023
Decentralized SoV — PoS vs PoWWe believe PoS is a fundamentally more secure system for a variety of reasons. Firstly, each unit of security costs less with PoS. To…Apr 19, 2023A response icon2Apr 19, 2023A response icon2
Stacks ThesisThe emergence of Ordinals has sparked a rekindling of creativity and innovation among the Bitcoin community and led us to believe that now…Feb 25, 2023A response icon1Feb 25, 2023A response icon1
Ethereum Merge — Thesis UpdateThis report is for informational purposes only and is not investment or trading advice. The views and opinions expressed in this report…Aug 29, 2022A response icon2Aug 29, 2022A response icon2
