Argument explaining how the protocol layer of the blockchain stack will capture the most value in the long run as opposed to the applications layer as we've seen with the internet.
Argument against the fat protocols thesis and how value will be captured in greater amounts higher up the stack in a similar way to how value accrued in the dot.com era. For the full article click her
What aree the nature of cryptoasset investments and a breakdown of how different crypto business models will attempt to capture value. What does making an investment into a cryptoasset entail and how