5mo
MEV as a topic has had a decently large following in crypto since last year when it really started to come out of the dark; however, of course, MEV h...
9mo
Two of the biggest tech buzzwords are in that title — cloud and blockchain. Apologies, I don’t mean to start the piece off with a lame hook, but while...
1y
What can you learn from a person who built one of the largest, most innovative, and dominant companies in American history? Frankly, way too much to ...
Original Date of Writing - 06/30/22 When looking back at 2021, North America’s crypto equity markets representation (asides from Coinbase’s blockbust...
Emerging from a deep read of Ray Dalio’s Principles for Dealing with the Changing World Order (specifically Part I), I couldn’t help but draw connect...
In August of 2020, Ali Yahya authored a great thread on what he termed the “network flywheel”. Given that blockchains are open and permissionless, the...
The figure above captivated me while reading The Dao of Capital, a poignant name for a reader in the crypto space (and no, it is not about DAOs). The...
The lego stack / tower has been a captivating framework amongst those in DeFi. The basic notion is that several DeFi protocols can be combined in the...
As I tweeted a while back, it is very rare to find technologies that completely alter first principles. These technologies are pure innovation, and w...
In late 2008, an anonymous figure by the alias of Satoshi Nakamoto published the first Bitcoin whitepaper.[i] While it would take some years for this...
A couple of developments that set up some context for this post: The FeiRari merger was successfully passed by both DAO voting processes — on to th...
Liquity is a project that has been fascinating me for a while — its product is simple, works well, and its use in DeFi is evolving in an interesting m...
Ever heard of the Modigliani-Miller Theorem (M&M)? As I was walking to grab dinner today, M&M suddenly popped into my head. A theory that every Finan...
2y
Index Cooperative (“Index Coop”) is one of DeFi’s most exciting projects. Its products have tremendous value and utility, its core contributors are co...
Some very interesting primitives are evolving in DeFi as it pertains to governance. Back in 2020 (or perhaps even earlier given MakerDAO), the concept...
Overview Connext presents the opportunity to bet on a multi-chain, multi-layer world through a capital infrastructure play At its core, Connext i...
Why do financial institutions actually exist? Interesting question, and one frankly asked too little in crypto. Everyone is always focusing on the ben...
*Migrated from Medium* Original Date - 10/10/21 I spent a nice chunk of the Sunday morning reading through Why Nations Fail — a good break from crypt...
*Migrated from Medium* Original Date - 04/25/21 The intention of this post is to highlight my initial thinking around a fascinating project in the sp...
*Migrated from Medium* Original Date - 04/22/21 I get it, lending protocols, option platforms, money markets, and sovereign currencies are ‘cool’ proj...
