Perspectives

Our writing explores the themes central to our investment thesis and the evolution of the crypto industry. We deliver in-depth analyses of blockchain infrastructure, innovations in payments and stablecoins, key market dynamics driving widespread adoption, and the strategic rationale underpinning select investments within our portfolio.

The Practical Economics of a BitVM Bridge
Backing Rail to Create the New Global Payments System
Announcing $113M Initial Close for Galaxy Ventures Fund I
Business of Block Space Pt. 2: Mevconomics
The Future of Payments
Backing Chainway Labs to Augment Bitcoin as a Compute Platform
Backing Mesh to Connect Our Financial World
Block Space: The Best New Business Model in Crypto 
Zero-Knowledge Proofs: The Magic Key to Identity Privacy
Backing Parsec to Make DeFi Transparent Block by Block
Platform Case Study: Chaos Labs' Communications & Press
Distribution of MEV Surplus
Exploring MEV on EigenLayer
Design Exploration: Cross-Chain Asset Fragmentation
Crypto Beyond 2023
Platform Team Case Study: Hyperlane