Most of the industry's attention is fixed on execution layers — new chains, rollups, consensus mechanisms. We think that's leaving something important underpriced. The infrastructure governing how data moves across blockchain networks has gone largely unchanged since the earliest peer-to-peer architectures. Those systems were built for secure value transfer. They were not built for what blockchain networks are becoming. Enter Optimum.Investing in OptimumAt Varys Capital, we spend significant ...

Most of the industry's attention is fixed on execution layers — new chains, rollups, consensus mechanisms. We think that's leaving something important underpriced. The infrastructure governing how data moves across blockchain networks has gone largely unchanged since the earliest peer-to-peer architectures. Those systems were built for secure value transfer. They were not built for what blockchain networks are becoming. Enter Optimum.Investing in OptimumAt Varys Capital, we spend significant ...