By

Joseph Argiro
An investment memo articulates the value proposition of the 3DOS network.
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This thesis argues that real world networks and infrastructure can be built using crypto economic incentives.
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A primer on angel investing, syndicates, and how to think about crypto asset valuation and risk management.
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This article discusses that scalability is now a prerequisite to adoption, and why composability is the next obstacle.
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Liquidity mining, known as yield farming, is a crucial component to enable innovation in the DeFi ecosystem. This is how emerging protocols have bootstrapped their user base, incentivizing early investors with unsustainably high APY earnings and token emissions. These early investors and their capital are inherently mercenary; they have no loyalty to any project. They...
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One component of our general fund thesis is that innovation will move up and down the Web3 technology stack. The smart contract space is generally crowded, and operating systems tend to form into oligopolies due to the economies of scale involved in developer libraries, documentation, etc. That being said, the L1 token valuation framework is...
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This Prospectus gives an overview of the Investment Program.
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This letter intends to convey our “base case” in regards to monetary policy enacted by the Federal Reserve, and how that relates to the crypto markets in the short and medium term. As many of you are aware, the crypto markets have recently shown a high correlation to the broader macro markets. Markets go down,...
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