• Value Accrual for L1s
• Layer 1 Platforms: A Framework For Comparison
• L1s as Money
• L1s as Public Goods
• Sustainable Blockchain Checklist
• Culture as an L1 Moat
• The Race for Blockspace
• A Framework for Analyzing L1s
• Measuring L1 Performance
• Are Blockchains Businesses or Nations
• L1 Communities
• The State Growth Problem
• Valuing L1s like Countries
• L1 Rotatoooor Retrospective
• Intro to Sui
• Intro to Aptos
• Differences in Visions between Cosmos and Polkadot
• Valuing L1s: Memes, Money, or More
• Sei: The Fastest Cosmos L1?
• Thread on Berachain