This is a post I quickly wrote with my thoughts. It is not structured and should be treated as a draft of a longer piece I have planned of putting out, but I just wanted to share some stuff now. Disclaimer: The following statement does not represent Spartan's views. It is a personal thesis and post. I welcome discussions on any thoughts and greatly appreciate any feedback received. I firmly believe Across will be the biggest winner (in terms of growth and share gains) of the bridge lands...

This is a post I quickly wrote with my thoughts. It is not structured and should be treated as a draft of a longer piece I have planned of putting out, but I just wanted to share some stuff now. Disclaimer: The following statement does not represent Spartan's views. It is a personal thesis and post. I welcome discussions on any thoughts and greatly appreciate any feedback received. I firmly believe Across will be the biggest winner (in terms of growth and share gains) of the bridge lands...

INTRODUCTIONA month ago, I started creating Google Sheets dashboards to track various narratives I was bullish on. Some of them started to gain traction on Twitter, so I thought it would be interesting to do a small report on every dashboard I have created, so here we are. The cryptoasset market has grown exponentially in recent years, making it essential for investors to stay up-to-date with the latest developments in the space. To help investors make informed decisions, I have created a Bri...

INTRODUCTIONA month ago, I started creating Google Sheets dashboards to track various narratives I was bullish on. Some of them started to gain traction on Twitter, so I thought it would be interesting to do a small report on every dashboard I have created, so here we are. The cryptoasset market has grown exponentially in recent years, making it essential for investors to stay up-to-date with the latest developments in the space. To help investors make informed decisions, I have created a Bri...

INTRODUCTIONThis report presents an analysis and estimate of Coinbase's financial performance during Q1 2023. While most publicly traded companies report their financials quarterly, Coinbase's operations in blockchain-based activities provide a unique opportunity to estimate its revenue in real-time using an automated financial model. By combining on-chain transparent data with some reasonable assumptions, we can predict the company's quarterly results with a high degree of acc...

INTRODUCTIONThis report presents an analysis and estimate of Coinbase's financial performance during Q1 2023. While most publicly traded companies report their financials quarterly, Coinbase's operations in blockchain-based activities provide a unique opportunity to estimate its revenue in real-time using an automated financial model. By combining on-chain transparent data with some reasonable assumptions, we can predict the company's quarterly results with a high degree of acc...

INTRODUCTIONIn December 2020, Lido launched as a liquid staking solution for Ethereum and other proof of stake chains. This allows users to stake their tokens without having to lock assets or maintain staking infrastructure. With the launch of Lido came the issuance of 1 billion LDO tokens, which were distributed among a variety of stakeholders, including Seed Investors, Team and Validators, and the DAO treasury. This report provides a walkthrough of the LIDO Token Allocation Framework and hi...

INTRODUCTIONIn December 2020, Lido launched as a liquid staking solution for Ethereum and other proof of stake chains. This allows users to stake their tokens without having to lock assets or maintain staking infrastructure. With the launch of Lido came the issuance of 1 billion LDO tokens, which were distributed among a variety of stakeholders, including Seed Investors, Team and Validators, and the DAO treasury. This report provides a walkthrough of the LIDO Token Allocation Framework and hi...