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Trustless Execution Environments
why TEEs are optimal networking infrastructure for Web3 and DeAI
Jun 13
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David Attermann
1
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Trustless Execution Environments
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Subsquid (SQD): A Blue-Chip Hiding in Plain Sight
neglected & misunderstood, SQD should re-rate 20x near-term and has 250x potential longer-term
Jun 6
•
David Attermann
10
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Subsquid (SQD): A Blue-Chip Hiding in Plain Sight
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May 2024
Blockless Network: Assembling Web3's Infrastructure Legos
introducing the industry's first tech-agnostic, full-service de-cloud platform
May 21
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David Attermann
1
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Blockless Network: Assembling Web3's Infrastructure Legos
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March 2024
AI (actually intelligent) smart contracts: the Aizel thesis
the significance of LLM-powered smart contracts and why they will run on teeML (instead of zkML or opML)
Mar 29
•
David Attermann
5
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AI (actually intelligent) smart contracts: the Aizel thesis
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February 2024
$ATOM's song
why the most hated token in the market might actually be the most attractive
Feb 27
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David Attermann
6
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$ATOM's song
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January 2024
Making sense of web3’s burgeoning AI ecosystem
mapping out the supply-chain, tech stack, & competitive landscape
Jan 10
•
David Attermann
15
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Making sense of web3’s burgeoning AI ecosystem
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Omnichain Capital enters strategic partnership with M31 Capital
combined entity set to become a global leader in crypto asset management
Jan 2
•
David Attermann
2
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Omnichain Capital enters strategic partnership with M31 Capital
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November 2023
Exploring value accrual across the modular blockchain stack
economic implications of the rapidly evolving competitive landscape
Nov 22, 2023
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David Attermann
6
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Exploring value accrual across the modular blockchain stack
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October 2023
Streaming legos: the Livepeer thesis
how composable video streaming can disrupt the media industry
Oct 4, 2023
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David Attermann
2
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Streaming legos: the Livepeer thesis
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September 2023
Quantifying the thesis: web3 (part 2)
how much value will accrue to each layer of the tech stack?
Sep 4, 2023
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David Attermann
5
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Quantifying the thesis: web3 (part 2)
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August 2023
Quantifying the thesis: web3
a top-down framework illustrating how crypto can 50x by 2030
Aug 20, 2023
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David Attermann
4
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Quantifying the thesis: web3
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Quantifying the thesis: Chainlink
what could adoption & value accrual realistically look like in 2030?
Aug 10, 2023
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David Attermann
8
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Quantifying the thesis: Chainlink
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