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$KWENTA
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Thesis19 Apr 20232023 narratives: zkEVMs, privacy L1s, restaking, modular DA and perpsAuthor's narrative watchlist for 2023: zkEVMs, zk privacy L1s, restaking, WASM and RISC-V L2 VMs, interoperability, DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, parallel VMs, identity and perps.Market take10 Dec 2022Rollup degen portfolio: low-cap Arbitrum and Optimism DeFi playsDiscloses an equal-weighted degen portfolio of low-cap Arbitrum and Optimism protocols, tilted to options and perp DEXs, as a proxy for ARB exposure and leveraged OP. Notes most of liquid assets remain in stables amid FTX contagion.Data22 Mar 2023L2 DeFi narrative portfolio: YTD performance vs BTC and ETH (March 2023)Performance update on the author's L2 DeFi basket with changes made and YTD returns, contrasted with BTC, ETH and MATIC to argue for a clear thesis and conviction.
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