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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
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Eric Wallach
13
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Chainlink Network Financials and Valuation [1Q23 Update]
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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
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Eric Wallach
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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.
Jan 5, 2023
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Eric Wallach
3
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ENS Financials and Valuation
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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
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Eric Wallach
6
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Chainlink Network Financials and Valuation
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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
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Eric Wallach
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Mysten Labs Primer
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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
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Eric Wallach
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Agoric Primer
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