$DHT DHedge roadmap
"The combo of JPM Primer Broker / Millennium manager pod / Standard Chartered Custodian / SS&C back-end for directional / discretionary crypto fund managers"
Nov 14th, 2020
On Web3 tools and modularization
"The likes of $GRT, $Gauntlet, $KP3R, and $GYSR add valuable tools for any aspiring Web3 developers"
Nov 1st, 2020
Incremental thoughts on governance, CBDC, and #DeFi
"#DeFi needs to straddle both rails and think harder about governance, user reward mechanism, and team incentives."
Oct 24th, 2020
Some incremental points on $NXM
" Equity tranche of an insurance company w/ constant capital raise that flows degenerate capital to benefit ecosystem"
Aug 22rd, 2020
The potential $YFI vision
"GP stake in the #DeFi automated, arb-focused asset management platform"
Aug 8th, 2020
$AAVE / $LEND Tokeneconomics 2.0
"Equity tranche of a co-op bank"
Aug 1st, 2020
"Equity tranche of a nascent Korean-centric / APAC-focused payment network like V/MA"
July 26th, 2020
Musings on Decentralized Asset Manager
"MLN / DHT / SET leveraging someone else's alpha"
July 12th, 2020
Web3 Defi Primer
"MLC's basic framework on Layer-1 / #DeFi Speculation"
July 4th, 2020
Defi speculation pointers
"What to be mindful of when speculating in these protocols"
May 16th, 2020
Musings on Layer 1 & #DeFi
"Nascent thinking around the space before it got hot"
Feb 29th, 2020
Dec 3rd, 2019
$DGD Liquidation play
"2.5x return upon liquidation in ETH terms"
Nov 24th, 2019
The $BTC paradigm shift amidst Sino-US arms race
"Potential step-function in demand creation via DCEP generation"
Oct 27th, 2019
Coinflex $FLEX with a shot at deliverable futures exchange
"Cheap valuation and potential defensible niche"
Oct 4th, 2019
Aug 20th, 2019
$ITAM speculative play on NFT
"Mobile game dev with a shot at NFT usage & NFT Exchange"
June 29th, 2019
"Awesome trading sardine, nowhere near a stablecoin"
June 27th, 2019
$ALGO Short / $TALGO Long Saga
"This token is going to go down 90%, buy the cheap put"
$EDG Free money
"Potential 20-50% ROI on staking ETH"
June 16th, 2019
$LEO Exchange Token
"Potentially compelling equity of Bitfinex w/ optionality"
June 10th, 2019