- The Investment Case for Ethereum - A 12k word deep dive on the structural supply squeeze, valuation prospects, scalability, and a product comparison. https://vineyardholdings.net/2021/07/31/ethereum/ 28 comments securityanalysis
- The Investment Case for Ethereum (~12k words w/pictures) https://vineyardholdings.net/2021/07/31/ethereum/ 11 comments ethereum
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