2/ Crypto assets are becoming a key component of The Postmodern Portfolio by offering allocators a new category that extends the risk and return spectrum beyond traditional alternatives like #realestate or #privateequity.
Dec 16, 2021 • 18 tweets • 7 min read
1/ We took a close look at the #Solana ecosystem. Here’s a thread on the report and thoughts on the recent network activity. grayscale.com/wp-content/upl…
@Grayscale@DCGco@Sonnenshein@mattmaximo12/ Solana is designed to provide developers with a highly performant Web 3.0 #cloud platform that offers scalability at the Layer 1 blockchain level.
Mar 9, 2021 • 5 tweets • 1 min read
1/ Ethereum has a market cap of $210B. ETH generated $1.75B of revenue YTD-21. That’s already 3x the $600M earned during FY-20. At this pace, ETH FY-21 revenue is set to grow 1,400% YoY and top $9B.
2/ Putting this data into context:
Salesforce (Cloud 1.0): $195B market cap with FY-21E revenue of $21B (25% YoY growth).
Ethereum (Cloud 2.0): $210B market cap with FY-21E revenue of $9B (1,400% YoY growth).
Which high growth cloud investment would you buy?
Oct 29, 2020 • 25 tweets • 9 min read
1/ @CoinDesk published one of my recent reports on @horizenglobal which I encourage folks to check out.
2/ Big tech stocks have come to dominated the S&P 500 but we think this paradigm could change over the next decade in favor of crypto.
Mar 12, 2019 • 10 tweets • 4 min read
1: The great value investor Warren Buffet may not think highly of crypto yet many of his core investing principals apply to the asset today. My recent investor memo titled “Value Investing in a Crypto Recession” explains why. Let’s break down the take aways in this thread:
2: The price of Bitcoin was in a bubble at the end of 2017 following a year that saw 1900%+ returns. Only a year later, the market sits at the opposite extreme as demonstrated by the selloff at the end of 2018 that saw prices plunge by more than 80% from previous highs.
