Covalent is a real-time data provider of blockchain transaction data to corporations, investors, consulting firms, and dApps that can use the data to study decentralized applications. Covalent solves a critical problemContinue reading “Covalent Investment Thesis”
Category Archives: Thesis
NFT: Unlocking Crypto for the Masses
The internet changed the way we transfer and share value, and now blockchain technology is changing how we transfer value and assets. These assets can be land deeds, audio recordings,Continue reading “NFT: Unlocking Crypto for the Masses”
The decade of digitization and digital assets
Summary COVID-19 precipitated the current economic crisis. Liquidity injection again emerged as a panacea. But, Is liquidity injection a curse or a cure? It would be unfair to come toContinue reading “The decade of digitization and digital assets”
Patterns, Choices & Consequences
Summary As human beings, we are defined by patterns. Our collective pattern defines society. We are empowered with choices – furthering the patterns, or breaking them or creating new ones.Continue reading “Patterns, Choices & Consequences”
DeFi – The Road to 1 billion
‘DeFi’ or Decentralized Finance started out as a movement in late 2018 when a group of blockchain enthusiasts and visionaries realized the potential of the blockchain and distributed ledger technologyContinue reading “DeFi – The Road to 1 billion”