ETH’s L2 Growth Story
As a quick refresher, let’s touch on what Ethereum Layer 2s (L2s) are and why they’re necessary on ETH. Simply put, a L2 is an umbrella term to describe solutions that build on top of ETH mainnet (Layer 1) to improve the scalability of the network. ETH is the second largest cryptocurrency
The BerriAI Investment Thesis
The label “large” refers to the number of values (parameters) the model can change autonomously as it learns. Some of the most successful LLMs have hundreds of billions of parameters. LLMs are trained with immense amounts of data and use self-supervised learning to predict the next word in a sentence, given the
The Orca Investment Thesis
March 7th, 2023
Crypto Predictions for 2023
2022 was a challenging year for crypto. Gravity Fund managed to navigate the year relatively unscathed, and as of the writing of this post, we’re carrying a gain on our overall portfolio and, more specifically, a gain on our crypto portfolio. Not bad following a year in which the crypto sector, as
The MetaGravity Investment Thesis
A couple of disclaimers before we dive in: We publish both sector and individual investment theses for free, and many have gleaned insights from them, but nothing herein is investment advice. Publishing our theses allows us to synthesize, generate feedback upon and further refine them. In each thesis, I borrow liberally from
Finding Signal in the Web3 Data Pt.2 (Users)
FEBRUARY 15TH, 2022
Finding Signal in the Web3 Data Pt.1 (Developers)
JANUARY 13TH, 2022
Crypto Predictions for 2022
DECEMBER 14TH, 2021
NFTs as foundational Metaverse infrastructure
However bullish you are on NFTs, you are wrong. You are insufficiently bullish. 1/ On NFTs 2030 However bullish you are on NFTs, you are wrong. You are insufficiently bullish. 6529 has gone to the mountaintop and there is almost nothing in life that 6529 is as sure of as this — 6529 (@punk6529) October 1, 2021 The
The Metaverse is Having a Moment
The biggest ideas in tech often lurch into the lexicon before they are truly coherent. This was the case with the ‘Metaverse’ and we’re just now beginning to see the emergence of the core infrastructural pieces catching up with the lexicon. The term ‘Metaverse’ comes from digital cyber-punk antiquity. Coined by the writer