Macro Themes April — June 2021

These past 2 months crypto has particularly highlighted multi-chain DeFi and NFTs. Multi-chain DeFi There is increasing activity on Layer 1/2 blockchains outside Ethereum, including Polygon, Fantom, Terra, Energy Web Chain, Solana, and BSC. As an investor, my philosophy has expanded to accruing enough tokens for each layer 1/2 smart contract platform that are becoming […]