We've composed an analysis of the interoperability landscape. We think the winners in this vertical could stand to inherit a massive addressable market by helping mend the liquidity fragmentation and operational hurdles that will inevitably develop in a multichain world.
We're excited to put out our report on the Bitcoin L2 landscape.
We believe some of these projects are worth paying attention to given the amount of idle capital on Bitcoin, their potential for yield generation, and the possibility of investment opportunities.
Gnosis DAO $GNO Thesis
This thread presents our thesis on Gnosis DAO (GNO), which we believe is underpriced relative to its assets and operations. In our view, it represents a highly asymmetric investment opportunity.
Dear readers, we have some updates to our channel:
Moving forward, we will be rebranding to Thanefield Research, where we will be publishing more comprehensive, research-focused content. Our regular publications will remain unaffected.
83K Followers 525 Following@1000xPod //@interndao // ex-GoldenTree & BlockTower
Enjoy waxing poetically about my adventures and posting content irrelevant to your life.
159 Followers 927 FollowingResearch-driven investment DAO focused on cryptocurrency and blockchain technology | Building with a transparent on-chain treasury. https://t.co/KUPFkvZCPS
498 Followers 989 FollowingWhy are you building that? Is there product-market fit?
Deep dives on projects that pique my interest or in which I've invested.
We've composed an analysis of the interoperability landscape. We think the winners in this vertical could stand to inherit a massive addressable market by helping mend the liquidity fragmentation and operational hurdles that will inevitably develop in a multichain world.
We're excited to put out our report on the Bitcoin L2 landscape.
We believe some of these projects are worth paying attention to given the amount of idle capital on Bitcoin, their potential for yield generation, and the possibility of investment opportunities.
Gnosis DAO $GNO Thesis
This thread presents our thesis on Gnosis DAO (GNO), which we believe is underpriced relative to its assets and operations. In our view, it represents a highly asymmetric investment opportunity.
Dear readers, we have some updates to our channel:
Moving forward, we will be rebranding to Thanefield Research, where we will be publishing more comprehensive, research-focused content. Our regular publications will remain unaffected.
After an incredible year and a half at [unemployed gambler], I'm excited to share that I've joined @ThanefieldCap!
I’ll be writing bots, researching projects, and finding other ways to make asymmetric bets.
Stoked to be working with such a sharp team!
Happy to share that I’ve joined @ThanefieldCap as a research analyst!
Super excited to be working alongside @resonancethis, @karl_0x, and the rest of the team!
1/ Yesterday dYdX announced it will be postponing its anticipated token unlock to December.
Did the news get front-run by insiders who knew about it and positioned themselves in advance?
Let's take a look:
I am happy to share that I'm joining @ThanefieldCap as an analyst to help build their research & investment arm!
Going forward, all of my narratives lists and much more alpha can be found at @apes_prologue
I'm very excited for what we are building and hope you enjoy!