A New York-based crypto investment firm.
A Bitcoin L2 Thesis
Ethereum’s North Star
L1 & L2 Token Value Capture
We’re All Building the Same Thing
Modular Money: Liquid Staking for People in a Hurry
L1s vs. L2s, Rollups vs. Integrated, General-purpose vs. App-specific
Do Rollups Inherit Security?
Endgame: Proof of Governance
The Rollup Multiverse
Rollups Are L1s (& L2s)