Cobie

New launches (part 1) - private capture, phantom pricing

Welcome friends, been a while.

May 19, 2024 • 

Cobie

648

105

June 2022

Staking, pegging and other stuff

This will be short and I didn’t proof-read it so I’m sorry in advance for the plentiful errors.

Jun 11, 2022 • 

Cobie

359

84

April 2022

ApeCoin & the death of staking

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.

Apr 21, 2022 • 

Cobie

539

58

February 2022

Incentives structures

I ended the last post, (3,3), with this:

Feb 19, 2022 • 

Cobie

331

36

(3,3)

One overriding sentiment of the last year or so has been “the evil VCs have an unfair advantage, they are dumping on us”.

Feb 7, 2022 • 

Cobie

452

48

January 2022

Wtf is web3

Web3 has been a very fashionable term this year, mostly for the alt-finance cartoon characters and tech world’s ultrasophisticated twitter-thread…

Jan 3, 2022 • 

Cobie

536

91

December 2021

Probabilistic thinking

New entrants in the crypto community look to crypto “veterans” hoping for near-deterministic directional insight into these perplexing markets.

Dec 29, 2021 • 

Cobie

549

47

Tokens in the attention economy

People talk a lot about scarcity in crypto.

Dec 28, 2021 • 

Cobie

614

66

Trading the metagame

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…

Dec 26, 2021 • 

Cobie

929

90

On the meme of market caps & unlocks

Some thoughts on market caps, valuations, tokenomics and unlocks.

Dec 24, 2021 • 

Cobie

534

44

July 2021