Eric’s Substack
Subscribe
Sign in
Home
Archive
About
Chainlink Network Financials and Valuation [1Q23 Update]
Chainlink enables the creation of new types of decentralized applications and services by providing a secure, reliable, flexible, and scalable…
Apr 6, 2023
•
Eric Wallach
12
Share this post
Chainlink Network Financials and Valuation [1Q23 Update]
ewallach.substack.com
Copy link
Facebook
Email
Note
Other
1
January 2023
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…
Jan 31, 2023
•
Eric Wallach
1
Share this post
Modeling Web3 Gaming Revenue Pools
ewallach.substack.com
Copy link
Facebook
Email
Note
Other
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.
Jan 5, 2023
•
Eric Wallach
2
Share this post
ENS Financials and Valuation
ewallach.substack.com
Copy link
Facebook
Email
Note
Other
December 2022
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…
Dec 31, 2022
•
Eric Wallach
5
Share this post
Chainlink Network Financials and Valuation
ewallach.substack.com
Copy link
Facebook
Email
Note
Other
16
September 2022
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…
Sep 16, 2022
•
Eric Wallach
Share this post
Mysten Labs Primer
ewallach.substack.com
Copy link
Facebook
Email
Note
Other
June 2022
Agoric Primer
A more secure and accessible smart contract language is key to real-world adoption of blockchain-based smart contracts and decentralized applications.
Jun 27, 2022
•
Eric Wallach
Share this post
Agoric Primer
ewallach.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts