Recently, I was contacted by a member of the board of ApeCoin, which is the BAYC token’s equivalent of a board of directors I guess. They asked for some feedback on some proposal and I offered my thoughts on a call. I wanted to write about some of the things discussed openly…
I ended the last post, (3,3), with this: Explicating the incentive structures behind financial products and complex crypto schemes is a…
One overriding sentiment of the last year or so has been “the evil VCs have an unfair advantage, they are dumping on us”. Such sentiment became popular…
Web3 has been a very fashionable term this year, mostly for the alt-finance cartoon characters and tech world’s ultrasophisticated twitter-thread…
New entrants in the crypto community look to crypto “veterans” hoping for near-deterministic directional insight into these perplexing markets. So, in…
People talk a lot about scarcity in crypto. Whether it’s enforcing digital scarcity through NFTs or the idea that “there’s 55m millionaires but only 21m…
Participating in crypto markets during the thrill stages of a bull-run is isomorphically more similar to playing a modern video game than it is to…
Some thoughts on market caps, valuations, tokenomics and unlocks. I have noticed that even many sophisticated crypto twitter participants still don’t…
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