April 2022
Osprey has initiated research coverage on the large cap “Layer 1” protocols: Polkadot, Solana, Ethereum, Bitcoin, Avalanche, and Cardano.
Layer 1 protocols are new decentralized, open-source technologies that have been experiencing hyper growth in user adoption and transaction value. Our thesis is that these networks form the backbone and future of the next generation internet and might provide un-correlated sources of return for institutional portfolios.
These initial reports are primers on the specifications of the protocol technologies and guides to where we see liquidity and potential for excess return for institutional portfolios.
Read the compiled report or any of the six individual reports below.
ADA: The Investment Case for Layer 1s: Big Value in the New Internet
AVAX: The Investment Case for Layer 1s: Big Value in the New Internet
BTC: The Investment Case for Layer 1s: Big Value in the New Internet
DOT: The Investment Case for Layer 1s: Big Value in the New Internet
ETH: The Investment Case for Layer 1s: Big Value in the New Internet
SOL: The Investment Case for Layer 1s: Big Value in the New Internet
Opinions, forecasts or projections contained in this material represent Osprey Funds’ current opinions or judgment as of the date of the material only and are therefore subject to change without notice. There can be no assurance that future results or events will be consistent with any such opinions, forecasts or projections.