Thematic Research

Theses, reviews, and valuations.

It’s the time of year where we wrap up the ‘eventful’ 2022. Following on tradition (and by popular demand), we take a look back at key trends that have…
Exploring Three Key Themes From The 2022 Ethereum Community Conference
EIP-4844, referred to as “proto-dank sharding” is a proposed update to the ethereum blockchain that creates a new data type, called “blobs”, which are…
Exploring A Multi-Tier Valuation Framework For A Rising Decentralized Algorithmic Central Bank (02/13/2022).
A new valuation framework for a critical market in Web3 (01/29/2022).
Becoming the default data infrastructure platform in Web3 (01/18/2022).
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