Released April 22nd, 2022
Eric Golden - Quarterly Market Recap
Eric Golden is an investor and the host of Web3 Breakdowns. We cover performance across different crypto assets in Q1, how user adoption compares to the same period last year, and what changed from a regulatory perspective.
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Eric Golden - Bored Ape Yacht Club
Eric Golden is a former Portfolio Manager at Fidelity. We cover the Bored Ape Yacht Club in detail, use Bored Apes as a lens to understand how NFT projects are creating strong membership communities, and explore the tools projects are using to differentiate themselves.
Ari Paul - The Evolution of Crypto Investing
Ari Paul is the co-founder and CIO of BlockTower Capital. We cover cryptocurrency valuation frameworks, parallels between the NFT and DeFi cycles, and his perspectives on various blockchain asset classes.
John Pfeffer - Adapt and Evolve
John Pfeffer was a partner at private equity firm KKR in the 2000s, and now invests his own money through his private family office, Pfeffer Capital. We cover the difference between value creation and value capture, why John has made such a big bet on one asset, and why adaptation has become more important than ever.
Aaron Wright - A Primer on DAOs
Aaron Wright is a law professor at Cardozo School of Law and founder of Tribute Labs. We cover the hive-mind that makes a DAO special, the mechanics of decision making within a DAO, and other possibilities DAOs could unlock.
Heuristics for Crypto Portfolio Management
Ari Paul shares 10 simple rules for portfolio management, prioritizing simplicity and survival.
A list of crypto readings and resources that covers everything from basics and key concepts to developer tutorials and maker stories.
Crypto Theses for 2022
The definitive 2022 mega-theses - Ryan spent a month synthesizing everything that happened in crypto in 2021 and what to expect in 2022.
My First Impressions of Web3
An evidence-based exploration of Web3 from the founder of Signal, which sparked a wave of responses from prominent blockchain builders.