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Synthetix: Can Revenue > Token Emissions?
Synthetix is moving its token economics towards a revenue and earnings model (i.e. fundamentals model). Can SNX earn more in revenue than it issues in…
Jul 11
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Theia Research
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Synthetix: Can Revenue > Token Emissions?
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June 2023
Theia joins TokenTerminal podcast
TokenTerminal interviews Felipe and John about Theia's investment thesis, market positioning, and current investment opportunities
Jun 1
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Theia joins TokenTerminal podcast
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Pendle Finance
Unraveling Yield and Zero-Coupon Bonds
Jun 1
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Pendle Finance
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April 2023
Digital Asset Fundamentals
Premise: A common misconception about digital assets (‘tokens’) is that they are all currencies like Bitcoin. Many tokens grant holders access to…
Apr 20
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Digital Asset Fundamentals
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March 2023
2022 Annual Letter
Excerpt from our 2022 Annual Letter to Investors
Mar 24
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Theia Blockchain
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2022 Annual Letter
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January 2023
Theia Blockchain and PolicyPartner to Provide Institutional Investors Insight into Digital Assets
PolicyPartner, a Washington, DC-based policy research firm, has partnered with Theia Blockchain, a digital asset hedge fund, to provide clients who are…
Jan 10
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Theia Blockchain
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Theia Blockchain and PolicyPartner to Provide Institutional Investors Insight into Digital Assets
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June 2022
Pedro Mantica joins Theia Blockchain as Chief Technology Officer
May 17, 2022 We are excited to announce that Pedro Mantica will join Theia Blockchain as Chief Technology Officer. Pedro is a highly talented engineer…
Jun 15, 2022
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John McNiff
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Pedro Mantica joins Theia Blockchain as Chief Technology Officer
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Theia Blockchain Launches Liquid Token Fund
January 1, 2022 Theia Blockchain launched its inaugural liquid token fund, Theia Blockchain Partners. The fund aims to create a concentrated…
Jun 15, 2022
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John McNiff
3
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Theia Blockchain Launches Liquid Token Fund
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May 2022
Synthetic Put on UST
How our risk principles, and the principle of fragility in particular, allowed us to pass on investing in Terra and create a synthetic put on UST.
May 25, 2022
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Theia Blockchain
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Synthetic Put on UST
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