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.

Backing DoubleZero to Usher in a New Era of Blockchain Scaling
Stablecoins, DeFi, and Credit Creation
Announcing $175M+ Final Close for Galaxy Ventures Fund I
Backing RISE Chain: Scaling Ethereum with Infinite Speed and Decentralization at its Core
Backing Rain & RedotPay: Expanding the Frontiers of Stablecoin Payments
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