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, 20232Apr 19, 20232
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, 20231Feb 25, 20231
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, 20222Aug 29, 20222
