PinnedJ. StrubelA New Beginning — Loose Predictions for 2024 and BeyondAs we sit here in early 2024, the turmoil that LUNA and FTX caused still feels fresh in our minds, while also being firmly in the rearview…Feb 27Feb 27
J. StrubelUnder the Hood — Rollup EconomicsExamining the growth of Layer 2s and the implications of EIP-4844Jul 25, 2023Jul 25, 2023
J. StrubelinBlock MagnatesMini Layer 2 Investment ThesisWill Rollups Accrue Value?Nov 29, 2022Nov 29, 2022
J. StrubelValuing Blockchain Networks from the Lens of NFT GrowthPondering Valuation FrameworksSep 22, 2022Sep 22, 2022
J. StrubelinCrypto PitchesExpanding Crypto Credit Markets with Maple FinanceOne of the basic financial primitives that has seen growth in DeFi is lending and borrowing. Some of the top lending protocols such as…Jul 25, 2022Jul 25, 2022
J. StrubelinCrypto PitchesMetis Andromeda Investment ThesisThe race to build blockchains that are secure and scalable has really heated up over the past year, with many layer 1 blockchains gaining…Feb 24, 2022Feb 24, 2022