Archive - Cobie

New

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. Before I start, want to make the proper disclosures…

Jun 11, 2022 •

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. They asked for some…

Apr 21, 2022 •

February 2022

Incentives structures

I ended the last post, (3,3), with this: Explicating the incentive structures behind financial products and complex crypto schemes is a…

Feb 19, 2022 •

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…

Feb 7, 2022 •

January 2022

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 •

December 2021

Probabilistic thinking

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

Dec 29, 2021 •

Tokens in the attention economy

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…

Dec 28, 2021 •

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 •

On the meme of market caps & unlocks

Some thoughts on market caps, valuations, tokenomics and unlocks. I have noticed that even many sophisticated crypto twitter participants still don’t…

Dec 24, 2021 •

July 2021

Longer form rambling and descent into madness

I have been desiring a forum for longer-form writing. This will be that forum. I’m going to be writing a little bit about the last 10 years, what I’ve…

Jul 14, 2021

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts