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Chainlink Network Financials and Valuation
Chainlink Network KPIs and LINK price fared poorly in FY22, but increasing market share dominance, revenue diversification, and transactions are reasons for optimism.
Eric Wallach
Dec 31, 2022
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Modeling Web3 Gaming Revenue Pools
Web3 gaming’s share of total digital gaming revenue could increase from <1% to 8%, and its share of global digital gaming microtransaction revenue could…
Eric Wallach
Jan 31
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Modeling Web3 Gaming Revenue Pools
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ENS Financials and Valuation
Ethereum Name Service shined in FY22, albeit with a sharp slowdown in H2. I walk through use cases, KPIs, and present two valuation models.
Eric Wallach
Jan 5
1
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ENS Financials and Valuation
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Mysten Labs Primer
Mysten Labs’ Sui blockchain enables dynamic assets to live directly on-chain without the need for a third-party storage solution due to its…
Eric Wallach
Sep 16, 2022
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Mysten Labs Primer
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Agoric Primer
A more secure and accessible smart contract language is key to real-world adoption of blockchain-based smart contracts and decentralized applications.
Eric Wallach
Jun 27, 2022
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Agoric Primer
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By Eric Wallach
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