Syncracy Capital (@syncracycapital) 's Twitter Profile
Syncracy Capital

@syncracycapital

A thesis-driven hedge fund making high conviction, concentrated investments in the secular winners of the cryptoeconomy

ID: 1364712972275359744

linkhttps://syncracy.io calendar_today24-02-2021 23:05:12

5 Tweet

5,5K Followers

5 Following

Ryan Watkins (@ryanwatkins_) 's Twitter Profile Photo

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. 1/

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.

1/
Lightspeed (@lightspeedpodhq) 's Twitter Profile Photo

Solana Thesis: The Fastest Horse Rises From the Ashes New episode with Ryan Watkins and Wilson Withiam where we discuss: - the institutionalization of crypto - the Ethereum + LDO thesis - Solana's key advantage - SOL as money - Celestia + modular money Links to the episode ↓

Solana Thesis: The Fastest Horse Rises From the Ashes

New episode with <a href="/RyanWatkins_/">Ryan Watkins</a> and <a href="/WilsonWithiam/">Wilson Withiam</a> where we discuss:

- the institutionalization of crypto
- the Ethereum + LDO thesis
- Solana's key advantage
- SOL as money
- Celestia + modular money

Links to the episode ↓
Ryan Watkins (@ryanwatkins_) 's Twitter Profile Photo

Over the past year Syncracy accumulated a large position in MKR. We believe Maker could command a $40+ billion valuation this cycle given its vital role in financing Ethereum’s economy — a multi-billion dollar fee opportunity. Our thesis on Maker in the Endgame Era. 1/

Over the past year Syncracy accumulated a large position in MKR.

We believe Maker could command a $40+ billion valuation this cycle given its vital role in financing Ethereum’s economy — a multi-billion dollar fee opportunity.

Our thesis on Maker in the Endgame Era.

1/