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Deep research on mispriced investment themes in digital assets.
Long-form reports from a thesis-driven investment firm.
Ethereum Valuation Framework
Answering how Ethereum can be
valued and why it is behaving
like a digital commodity.
Ethereum Valuation Dashboard
Real-time analytics
into Ethereum's fundamentals
and valuation indicators.
We publish in-house research &
theses on
selected, high-conviction
investment themes.
So, you are not exit liquidity.
comprehensive & relevant
research reports on the most
asymmetric opportunities.
Big investments stem from
breakthrough insights.
Long-Form
reports is very thoroughly
incubated from our in-house
investment process. We don't
receive any outside payments
for our work. No shill mode.Every single one of our
reports is very thoroughly
incubated from our in-house
investment process. We don't
receive any outside payments
for our work. No shill mode.
Thesis-Driven
experience than ours. That's
why every report is a full
cinematic experience.
You deserve better than
boring, unaesthetic PDFs.
World's Best Experience
is invested in every report
and investment thesis that
we publish. We've really got
Skin in the Game. And we're
here alongside with you.
Proven Track Record
Ethereum
Valuation Framework
The definitive framework for
understanding and valuing Ethereum
as a digital commodity.
Coming Q1 2026.The definitive framework for understanding and valuing Ethereum as a digital commodity. Our proprietary capital backs every thesis we publish.
Join 1,800+ investors waiting for early access
Built with Quality for
(Very) Demanding InvestorsBuilt with Quality for (very) Demanding investors
Hungry for Deep Research yet?
Well, you're not alone.Hungry for Deep Research yet?
Well, you're not alone.
Our research serves investors who
demand substance over hype.
Because conviction pays.Our research serves investors who demand substance over hype. Because conviction pays.
capital and need deep
conviction before making
6-7 figure bets. You want to
understand the full thesis,
not just surface-level takes.
Family Offices & HNWs
opportunities for your fund or
clients. You need institutional-
grade research with original
insights and clear frameworks.
You demand deep insights.
Hedge Funds
and differentiated views to stay
ahead of market trends. You're
looking for alpha generation &
conviction-building material
to pitch partners and LPs.
Analysts & VCs
need to study successful
go-to-market strategies,
tokenomics, and community
building from real case studies.
Data-driven and actionable.
Web3 Builders
What investors are
saying about our approachWhat investors are saying about our approach
Thesis-driven research with
real conviction. Institutional-grade
analysis from a team that actually invests.Thesis-driven research with real conviction. Institutional-grade analysis from a team that actually invests.
"Finally, thesis-driven crypto research with real conviction."
Marcus Kim • NFT Collector
"The kind of research we actually use internally at our fund."
Sarah Rodriguez • Investment Analyst, Crypto VC
"They put their money where their mouth is. Real skin in the game."
David Jensen • Digital Assets Investor
"Deep research that goes 10 layers deeper than Twitter threads."
Alex Park • Web3 Startup Founder
"Institutional-grade work. Quality rivals what I saw at Goldman."
Linda Chen • Former Goldman Sachs
"Finally, thesis-driven crypto research with real conviction."
Marcus Kim • NFT Collector
"The kind of research we actually use internally at our fund."
Sarah Rodriguez • Investment Analyst, Crypto VC
"They put their money where their mouth is. Real skin in the game."
David Jensen • Digital Assets Investor
"Deep research that goes 10 layers deeper than Twitter threads."
Alex Park • Web3 Startup Founder
"Institutional-grade work. Quality rivals what I saw at Goldman."
Linda Chen • Former Goldman Sachs
"A team that actually invests based on their own research."
Thomas Berg • Long-Term Investor
"This level of depth and original thinking is rare in crypto."
Valentin • Head of Research, Crypto VC
"Proper fundamental analysis. Not crypto Twitter nonsense."
Hadi Saad • Research Analyst, TradFi Fund
"Frameworks to understand digital assets through a TradFi lens."
Jan Rabe • Portfolio Manager
"A team that actually invests based on their own research."
Thomas Berg • Long-Term Investor
"This level of depth and original thinking is rare in crypto."
Valentin • Head of Research, Crypto VC
"Proper fundamental analysis. Not crypto Twitter nonsense."
Hadi Saad • Research Analyst, TradFi Fund
"Frameworks to understand digital assets through a TradFi lens."
Jan Rabe • Portfolio Manager
"Research that actually helps me make informed decisions."
Michael Torres • DeFi Investor
"The Ethereum deep-dive changed how I think about valuations."
Michael Lashmeet • Crypto Fund Analyst
"Best-in-class research. Exactly what serious investors need."
Chris Anderson • Asset Manager
"Conviction-building material that I can share with my team."
Rachel Kim • Crypto Hedge Fund
"Professional-grade analysis. No fluff, just substance."
James Liu • Web3 Entrepreneur
"Research that actually helps me make informed decisions."
Michael Torres • DeFi Investor
"The Ethereum deep-dive changed how I think about valuations."
Emily Nakamoto • Crypto Fund Analyst
"Best-in-class research. Exactly what serious investors need."
Chris Anderson • Asset Manager
"Conviction-building material that I can share with my team."
Rachel Kim • Crypto Hedge Fund
"Professional-grade analysis. No fluff, just substance."
James Liu • Web3 Entrepreneur
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