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Ryan Orban

Ryan Orban

Subject
2 entries

Layer 1

Bookmarks

  1. The Layer-1 Chain Rotation Thesis: A Retrospective Analysis

    A mid-2022 retrospective dissecting the 2021 L1 rotation games — capital flowing from Ethereum to Solana, Avalanche, Terra, and others on unsustainable incentive structures. A clear-eyed post-mortem of what drove and ended each cycle.

  2. Layer-1 Platforms: A Framework for Comparison

    The Block Research's comparative framework for seven Layer-1 blockchains — Algorand, Avalanche, Binance Smart Chain, Cosmos, Ethereum 2.0, Polkadot, and Solana. A structured way to think about what actually differentiates L1 architectures, commissioned by Algorand in 2021.

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