Web3 Primer #2 - the emerging valuenet and wallstreet API
"Dream bigger on what low-cost, game-theoretic-guaranteed “value-transfer” can do to the world.
Dec 16th, 2020
$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
What a "bitcoin-back" card can mean
"Soaks up BTC inflation like no other"
June 13th, 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