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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…
Cobie
Jun 11, 2022
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Staking, pegging and other stuff
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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…
Cobie
Apr 21, 2022
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ApeCoin & the death of staking
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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…
Cobie
Feb 19, 2022
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Incentives structures
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(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”. Such sentiment became popular…
Cobie
Feb 7, 2022
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(3,3)
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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…
Cobie
Jan 3, 2022
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Wtf is web3
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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…
Cobie
Dec 29, 2021
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Probabilistic thinking
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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…
Cobie
Dec 28, 2021
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Tokens in the attention economy
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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…
Cobie
Dec 26, 2021
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Trading the metagame
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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…
Cobie
Dec 24, 2021
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On the meme of market caps & unlocks
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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
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Longer form rambling and descent into madness
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