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Eli Nuss Profile picture
Eli Nuss
@nuss_eli
Research/Investing @stratosxyz
Oct 24 • 13 tweets • 4 min read
Who has the best track record in crypto vc?

We used fundraising data from @tokenterminal and market data from @artemis__xyz to answer this question.

Read our full analysis here:


TLDR
⬇️ ⬇️ blog.stratos.xyz/articles/state…Image It's important to caveat that we relied on the accuracy of the data provided. There are often rounds that go unannounced and key data missing from other announcements. That being said, we can still use the existing data to draw some interesting insights.
Apr 25, 2023 • 16 tweets • 9 min read
The execution layer landscape has become quite crowded. The rise in rollup frameworks has exacerbated this trend.

We did our best to map out the landscape and came to some interesting (possibly controversial) conclusions.

Read the full piece here: blog.stratos.xyz/articles/the-e…
TLDR↓ Image 1. The proving mechanism likely won't matter in the long run

Two reasons:
- Fraud proven systems can move to validity proofs once proving efficiency increases.

- As quality blockspace becomes more abundant, the advantage of zk systems over optimistic ones is less obvious.
Feb 28, 2023 • 14 tweets • 5 min read
1/ For some time, @eigenlayer has been one of the most anticipated products in crypto. Last week's launch of their whitepaper only amplified this.

We've spent a lot of time thinking about just how large and valuable EigenLayer/re-staking can become.

↓ Our analysis below ↓ 2/ For the few people out there not familiar with how EigenLayer works, heres a quick explanation:

EigenLayer introduces a new crypto-economic primitive called restaking that allows stakers to re-use their staked ETH to secure multiple networks.
Nov 30, 2022 • 13 tweets • 10 min read
Over 330 funds are actively investing in crypto.

However, only a handful of funds have a consistent track record of backing successful companies. We looked at @MessariCrypto's fundraising data to determine who these investors were.

The top early stage venture funds in crypto ↓ Path dependence is a significant factor in early-stage investing, and companies that go on to raise a subsequent follow-on round of funding are much more likely to ultimately be successful. Significant research has been done to back this up.