DBA
@dba_crypto
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Following
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DBA is a New York-based crypto investment firm.
New York, NY
Joined December 2022
RT @jon_charb: A BITCOIN L2 THESIS - Why BTC L2s unlock a bigger market than ETH L2s - Why security will matter more for BTC L2s than ETH…
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DBA’s Bitcoin L2 Thesis:
A BITCOIN L2 THESIS - Why BTC L2s unlock a bigger market than ETH L2s - Why security will matter more for BTC L2s than ETH L2s - Why trust-minimized BTC L2s are realer & coming sooner than you expect - Why @Strata_BTC will fulfill this vision & make BTC even better money
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RT @UCC2_xyz: Ethereum & Solana: MEV & Beyond @bertcmiller, @hasufl, & @jon_charb break down: - Ethereum’s roadmap & L1 vs. L2 - Solana &…
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RT @Lightspeedpodhq: New episode with @jon_charb out now! We discuss: - Ethereum vs Solana's north star - Main concerns for Solana - M…
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RT @blockspacepod: Outer Circle Meeting Minutes Least favored nation Jon Charb rejoins The Gwart Show to discuss his heavy bag bias. Welc…
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RT @jon_charb: The panel I moderated with @dankrad & @drakefjustin at CCE is live! We talked about Ethereum’s future, vision, roadmap, &…
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RT @BanklessHQ: LIVE NOW - Can Ethereum Compete with Bitcoin, Solana & Celestia? What is Ethereum’s North Star, and does it even need one?…
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RT @jon_charb: America will be the global leader in crypto once again New York is its capital
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RT @jon_charb: This was a lot of fun, thanks for having me on! Much more condensed overview than the full post or BW pod if you're in a hu…
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Alongside our latest post, we're also excited to reveal DBA's new branding & website! Our writing tends to be a *bit* on the longer side, so the site is designed to be simple, clean, & maximize reader friendliness Thank you to @RegretsOnlyLLC & @campquiet for the amazing work!
L1 & L2 TOKEN VALUE CAPTURE New post on: - Measuring profitability for tokens - Is issuance a cost? - Do L2s have better economics than L1s? - PoS vs PoW value accrual - Are L1s and L2s overvalued? - Can anything flip BTC as money?
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RT @jon_charb: L1 & L2 TOKEN VALUE CAPTURE New post on: - Measuring profitability for tokens - Is issuance a cost? - Do L2s have better e…
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RT @thebellcurvepod: Our interview with @jon_charb is LIVE! 🗣️ We discussed: - Crypto Networks are NOT companies - TEV, REV, and tokenhol…
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