Maker Thesis - The Leviathan of DeFi
Syncracy launched in 2022 with a key thesis that the next “FAANGs'' were emerging in the cryptoeconomy.
As we surveyed the DeFi universe throughout the bear market, one project towered above the rest as the leviathan amongst the leaders.
Below we share our thesis.
Solana Thesis – The Fastest Horse Rises From the Ashes
In Q2 2023, Syncracy built a large position in SOL.
The opportunity Solana offers is rare – a truly differentiated technical architecture that has the potential to become foundational alongside Bitcoin and Ethereum.
Our thesis on Solana and the future of the cryptoeconomy.
Meditations on Mayhem
In 2022 a nuclear bomb hit the cryptoeconomy — where do we go from here?
A year’s worth of thoughts and reflections on the past, present, and future of crypto.