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…8 min read·Feb 27, 2024----
PinnedJ. Strubel“Dymentia” — A Short Primer on Celestia and DymensionWhat is Celestia?7 min read·Feb 2, 2024----
J. StrubelUnder the Hood — Rollup EconomicsExamining the growth of Layer 2s and the implications of EIP-484411 min read·Jul 25, 2023----
J. StrubelinBlock MagnatesMini Layer 2 Investment ThesisWill Rollups Accrue Value?6 min read·Nov 29, 2022----
J. StrubelValuing Blockchain Networks from the Lens of NFT GrowthPondering Valuation Frameworks11 min read·Sep 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…3 min read·Jul 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…5 min read·Feb 24, 2022----
