Maker Thesis: The Leviathan of DeFi
Ryan Watkins, Wilson Withiam & Daniel Cheung Ryan Watkins, Wilson Withiam & Daniel Cheung

Maker Thesis: The Leviathan of DeFi

Syncracy launched in 2022 with a key thesis that the next “FAANGs'' were emerging in the cryptoeconomy.

As we surveyed the DeFi universe throughout the bear market, one project towered above the rest as the leviathan amongst the leaders.

Below we share our thesis.

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Solana Thesis: The Fastest Horse Rises From the Ashes
Ryan Watkins, Wilson Withiam & Daniel Cheung Ryan Watkins, Wilson Withiam & Daniel Cheung

Solana Thesis: The Fastest Horse Rises From the Ashes

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.

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