The Bull Case For Frax w/ Ouroboros Capital
Flywheel DeFi
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The Risks of Bullish Investments
It was also a great rebrand from a side chain to an L2, right? Like no one really just talk about that anymore. They just talk about polygon as almost a part of it. So, and that was great. And then I also like his whole how he broke down his investment thesis on like why we're bullish now kind of runs through the math a little bit with the back of the envelope stuff plus of the catalyst that's going to come from that. That is literally the template that I was taught in equity analysis at school. Literal template. Buy the book.
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