Interest rate elasticity is one of DeFi's greatest threats right now. Bring stability to the market through Size Credit and the space is infinitely better positioned to go mainstream.

The growing cloud of regulatory uncertainty forces builders to constantly rethink the balance between effective decision making and decentralization. Crypto now needs to learn from the hierarchical approach that it exists to oppose.

The first in a new content series where we share unpolished-but-maybe-useful ideas from our group discussions. We start by thinking about how introducing preferential routing to decentralized networks could affect the underlying economies driving them.

Part three of our Thesis 2024 series explores why DeFi Summer 2.0 could be led by Bitcoin. Find out how and why DeFi is developing on the infra for crypto's leading asset.

The first article in our Thesis 2024 series which explores the concepts that will shape the industry. It only makes sense to begin by honing in on censorship resistance (or the lack of it) and the significant threat it poses to decentralized systems.

Blockchain and AI are both targets for tech trolls’ ever-contrarian views. The myst of unknowns is now falling from the two sectors and clear opportunities for synergy are starting to emerge.

Bull market frenzy is running wild. Yet key TradFi indicators paint a different story and long-term outcomes remain bear-ish. Of course, this is crypto, and anything can happen...

A DeFi fantasy or nightmare? Decentralized on- and off-ramps are an industry ideal but progress to date has been a slow bleed. Let’s cut right to the heart of the current issues and possibilities.

Are airdrops poisoning projects’ success? The promise of free tokens is a traction strategy forged in up-only markets and it's now clear that founders need to look elsewhere for a step up in growth.

RWAs have been painted as a next bull run driver. In reality, the infra framing them isn’t close to being effective. Are they a fix-all or are we glossing over obvious failures?

Is X a wolf in sheep's clothing? It has re-positioned itself as a home for contrarian thinkers under Elon, but ultimately retains centralized control. Distributed social communities are now turning these power structures on their heads.

Constant societal conditioning sees us relinquish our freedoms and individuality from the moment we're born. Web3 identity tools are now taking them back.

UniV4 is a sophisticated protocol update capable of simplifying order book innovation. Let's speculate around what could be achieved in the near future...

Creators are drowning feeds with AI-gen content. DeSoc, and more specifically on-chain attestation, could hone the delivery of more relevant and enriching content to users.

All roads began with Bitcoin, but they ultimately end with decentralization. The maxi mindset is a barrier to innovation that isn't just hampering growth in the space, but to the OG blockchain itself.

What happens in a supply-demand driven market when the supply quality is poor? The recent Azuki saga, and shrinking floor price, has once again illustrated a severe lack of creativity in the current NFT market.

Fair launches are an attractive proposition for regulatory-conscious builders. But doesn't any element of human decision-making start to chip away at equality?

We often hear how “the USD is backed by the full strength and might of the US military”, but this is misleading, and glosses over the coercion at the center of the argument. As this fallacy extends into crypto (”bitcoin is backed by energy”), it’s a good time to be careful with wording.

DAO decisions are fundamental to collective progress. Snapshot adding shielded voting creates more questions than it answers as we try to streamline Web3 decision-making.

Crypto is weak when it lets faces and 'idols' represent the space. Let's hope the Father of Bitcoin stays dead and buried.

Ethereum is a mainstay for the vast majority of portfolios. Which is exactly why it's unlikely to feature heavily in the gm Portfolio.

The Uniswap mobile launch represents a protocol positioning shift. Putting their product into smartphones now disrupts the natural order of the defi tech stack.

Look outside crypto's bubble and key economic indicators can hint when the bear market could pop. Here's what the gm Portfolio will be watching when plotting long positions.

As Yearn enters a new era with yCRV, is Convex likely to be affected? The Curve Wars develops and continues to capture increasing amounts of $CRV.

The demand for long-tail lending markets is growing. Silo's novel approach to lending bridges the possibility of covering another, equally exciting niche.