CRYPTO:ANEWASSETCLASS?ISSUE98May21,20216:00PMEDT—’’’’’T’’’’’’’’’’’’’GlobalMacroResearchInvestorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.ForRegA...

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UPDATED12/17/20202Cryptothesesfor2021Iwon’tholditagainstyouifyouskimthis134-pagemonstrosityandimmediatelythink:toolong;won’tread.that’showIfeelaboutmostbooks,longreports,andverboseblogsaswell.Bu...

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LSDFiJieXuanChua,CFAWhenLiquidStakingmeetsDeFiLSDFi:June2023TableofContentsKeyTakeaways2theStateofLSDs3theFinancializationofLSDs6LSDfiEcosystem6theGrowthofLSDfi9LSDfiOutlook10Risks12ClosingThoughts...

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