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Investment Memos

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How many assets should you hold in a crypto portfolio?
August 22, 2025

How many assets should you hold in a crypto portfolio?
Insights into how we manage our portfolio
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Ethena Memo
June 20, 2025

Ethena Memo
A deep dive on the leading yield-bearing stablecoin
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Is Coinbase on a path to a $1 Trillion Valuation?
February 25, 2025

Is Coinbase on a path to a $1 Trillion Valuation?
Analyzing revenue diversification and network effects
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BTC to 200k?
November 15, 2024

BTC to 200k?
Macro + Chart Pack + Trump + Current Cycle Views
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Investing in Cults
November 1, 2024

Investing in Cults
Why you shouldn't ignore Memecoins
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The ETH Report: Q3-24
October 16, 2024

The ETH Report: Q3-24
Ethereum fees were down 47% last quarter. Time to panic?
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Time to be fully allocated?
October 9, 2024

Time to be fully allocated?
Views on the current setup.
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So you think you can outperform ETH & SOL?
August 2, 2024

So you think you can outperform ETH & SOL?
Which crypto assets have high beta to the top L1 assets?
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