
Going Institutional
ZKsync as a Call Option on Enterprise Adoption This is a brief version of the article published in our newsletter. For the past year, we've been saying the same thing at DCo institutions are
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Why Stablecoins (Alone) Won't Fix Remittance
Sending $200 across a border costs 6.36% today. In 2009, it cost 9.67%. The UN target is 3% by 2030. Stablecoins alone won’t solve remittance problems. A remittance has three parts: collecting money

The Pull of Grvt
Come for the trade, stay for the assets This is a shortened version of an article we shared in the newsletter earlier today. The whole piece can be read here. Trending to Zero Right around the

Access in the Product
How venture capital has changed value accrual Like many things in nature, markets tend to follow the path of least resistance. When a trade or a trend gets crowded, the market finds a way around

Culturally Crypto, Practically TradFi
When stonks, wallstreet bets and short squeezes come to crytpo There’s a $180M market-cap cat meme on that green app where everyone lost money a few years back. Robinhood now has a blockchain. And it
