Selected
- Ethereum Thesis — Root Chain for the World Computer [25’ investment thesis: blog | thread]
- Demystifying Fluid, Part I: Liquidity Layer and Liquidations; Part II: DEX & Macro Design [25’ tech deep dive: Part I blog | thread; Part II blog | thread]
- Maximum Viable Security: A New Framing for Ethereum Issuance [24’ research paper: blog | thread | video]
- Sphere eversion [23’ design: thread]
- Blockchains: theory & applications [22’ course: taught at Stony Brook]
Blockchain course2025
- Ethereum — the World Ledger [investment thesis: thread | video]
- Ethereum Issuance Grants Results [grants program outcome: blog]
- OneBalance: Transcending Networks [investment thesis: blog | thread]
- Blockspace & Blobspace: a tale of two Ethereum products [tech deep dive: blog | thread]
2024
- Symbiotic: permissionless restaking for crypto [investment thesis: blog | thread]
- Bolt: accelerating Ethereum through preconfirmations [investment thesis: blog | thread]
- Ethereum Issuance Grants Program [grant announcement: motivation | grants recipients]
2023
- Deconstructing Account Abstraction [tech & market research: blog | thread]
2022
Crypto investing 1012021
Network effects in Web 3How Tornado Cash worksWhat’s the purpose of blockchain?