PM Notebook

Topic

Crypto & Web3

Bull and bear cases for Base, Polygon, and Solana, how to value NFT collections, and crypto as a voting issue.

5 essays

Crypto & Web3

Bear vs Bull: Base (Coinbase L2)

Base pulled $2.4B in net inflows on Coinbase’s name. I dig into whether developer adoption matches the hype or it’s another subsidized ghost chain.

24 min read

Crypto & Web3

Bear vs Bull: Solana

A concise teardown of the Solana Blockchain, exploring the Bear and Bull case.

11 min read

Crypto & Web3

Bear vs Bull: Polygon

Polygon bear vs bull analysis: evaluating MATIC as an Ethereum Layer 2 for gaming and DeFi, from scalability wins to competitive threats in the L2 landscape.

7 min read