Real World Assets

Coverage on tokenized securities (stocks, bonds, real estate), private assets, etc.

Token EconomicsEthereum DeFiAlternative L1'sLayer 2State of the UnionOnchain Data UpdatesThesis ReportsPodcastThe Watch ListSolanaValuation FrameworksReal World AssetsEthereumHiddenTDR ProMemecoinsMarkets CommentarySolana DeFiInvestment MemosDeFiIdentityBlockchain EducationPortfolio AlertsDePINRegulation & PolicymakingNFTsCycle Awareness UpdatesStablecoinsBitcoinQuarterly Reports
PodcastPodcast
+3+3
Episode 13: Why is everyone so bullish on tokenized real world assets?

Episode 13: Why is everyone so bullish on tokenized real world assets?

Bonus coverage on web3 social and the Go Daddy x ENS integration

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+5+5
Where's the Signal in DeFi? Blue Chips: Pt. 2

Where's the Signal in DeFi? Blue Chips: Pt. 2

Business models are converging.

Michael Nadeau
Michael Nadeau
Ethereum DeFiEthereum DeFi
+3+3
DeFi Thesis: Private Markets Pt. 2

DeFi Thesis: Private Markets Pt. 2

Part 2: The new tech stack and the future of private markets

Michael Nadeau
Michael Nadeau
Thesis ReportsThesis Reports
+2+2
DeFi Thesis: Private Markets Pt. 1

DeFi Thesis: Private Markets Pt. 1

Part 1: Private Markets vs Public Markets

Michael Nadeau
Michael Nadeau
Thesis ReportsThesis Reports
+1+1
Digital Assets vs Traditional Assets

Digital Assets vs Traditional Assets

Why the entire financial system will move onto blockchains

Michael Nadeau
Michael Nadeau