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A bird's-eye view of the projects building zkRollups, related tech, and some of the early adopter protocols that have deployed on zkRollups.

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

Protocol risk assessment is a fundamental skill when picking market winners. Here's why DEXs will form a large percentage of the gm Portfolio versus other niches.

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.

2022 was a year of twists and turns. So what is 2023 going to do with the heap of ragged degens and blood-stained port balances that it inherited from its predecessor?

Crypto is arguably in a state of perpetual mutation maximalism, piling iteration upon iteration of code, ideas, and mechanics on top of each other. There will come a time when killer web3 apps gain global adoption, and they will achieve it through simplicity.

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.

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

The convergence of AI and blockchain technology holds great promise for a future that is more efficient, data-driven, secure, and engaging. Here's where it could make the most impact.

Very early in their history, it appears that the Uniswap team decided not to try to be the consumer-facing gateway to traders.

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

Tokemak is one of the first protocols to experiment with protocol-directed liquidity. We look at whether this is sustainable and more!

Exploring DAO governance needs to be simpler. We recruited ChatGPT to help guide our coding efforts as we created the first DAO vote aggregator for contentious votes.

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.

Capturing the market's ebbs and flows is a fine art. Plan accordingly - having a strategy for when to enter and exit gives you the best shot at making profit.

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.

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.

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.

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

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

DeFi protocols will eventually have to deal with the question of strategic positioning. We explore some of the choices by major protocols.

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.

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.

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?

With CEXs encircling crypto, and channeling the inflow of new users, it's time for Web3 brains to set its own boundaries and develop on-ramp alternatives with decentralization embedded firmly into them.

An update from gm Portfolio, a public real-time investment portfolio, as its creators look to de-risk from a potential USDC collapse.

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.

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.

What does the future architecture of blockchains look like? There are subtle hints in the development of current, everyday technologies that show us.

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.

How can we effectively measure customer satisfaction while retaining privacy and pseudonymity? As iteration maximalists focused on quickly identifying whether there may be product market fit, this is a paramount question to at least attempt to answer.

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...

The Bitcoin vs. Ethereum maxi battle fiercely rages on. Reflections on what's right, wrong, and still up for debate in the arguments from both sides.

DeFi turbulence sustains but subtle signs suggest this cycle could entrench the blockchain industry. Thoughts from the gm Portfolio creators on plotting its first investment against an uncertain economic backdrop.

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.

In many cases “capital efficiency” is synonymous with “leverage”, whether that leverage manifests itself in an amplified risk/return profile, impermanent loss, price risk of a project token, or blowup (solvency) risk. Let’s look at a few examples where “capital efficiency” = “leverage”, and then a few actual cases of capital efficiency without increased risk profiles.

Blockchain will need to virtually disappear from the consciousness of a typical user to succeed. Overcoming gaps in modular architecture through a blanket, unified communications layer could help DeFi to achieve that mission.

It doesn’t take a wizard to realize Gitcoin is in a state of operational flux. Is it time for Web3’s peaceniks to demand more accountability from its collaborators?

Gm Portfolio is a co-launched, on-chain investment fund that has just been established. The main aim will be to invest in the DeFi space.

Most people would agree that it’s not the medium, and yet here we are again with “tokenized JPEGs can’t be art,” the same argument that was applied to every new medium and style of art in modern history.

Some of the most innovative ideas in finance are emerging out of group chats. What's facilitating this evolution of meme to idea? And why DAOs will be a permanent phenomenon.

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.

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.

Mobile wallets will bring the numbers. Fine-tune crypto on the move and the world opens up for mass adoption.

Exploring the relationship between Ethereum L1 and L2 gas prices.

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

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?

In this post we dive into a few recent examples of capital efficient models that don't amplify risk, and in some cases actually reduce it.

Canto's feel-good mission captured degens' imaginations (and investment dollars) on its launch. Now the dust has settled, should we scoff at the altruistic vision or still see it as an opportunity?

DeFi is the white rabbit and Wonderland is the open platform for change it represents. As our understanding of decentralization grows, so too does the realization that we're on the precipice of a revolution driven by the eternal, innate need for individual freedom.

We take a deep look at what Convex Finance achieves, how it became so successful so quickly, and what to know when investing in CVX & cvxCRV.

One thing that we don’t touch on enough is transferring unique IRL values into Web3. Can something like Van Gogh’s Sunflowers or Picasso’s Guernica ever truly be tokenized? The IRL collectibles industry may offer insight.

How can DeFi teams build and maintain a competitive advantage. We look at various aspects of economic moats in context of blockchain tech.

How can DeFi teams build and maintain a competitive advantage. We look at various aspects of economic moats in context of blockchain tech.

Will ChatGPT leave devs reeling? We set out to discover the answer and challenge AI to build an NFT contract.

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 current state of dispute resolution in the context of blockchain technology. We take a look at Aragon Court, Kleros, and Jur.

The arbiters of the decentralized present will have a foothold in becoming the upholders and enforcers of future contracts.