Cobie

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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…
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Cobie
91
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.
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Cobie
58
New launches (part 1) - private capture, phantom pricing
Welcome friends, been a while.
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Cobie
105
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…
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Cobie
91
Tokens in the attention economy
People talk a lot about scarcity in crypto.
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Cobie
66
Probabilistic thinking
New entrants in the crypto community look to crypto “veterans” hoping for near-deterministic directional insight into these perplexing markets.
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Cobie
46
On the meme of market caps & unlocks
Some thoughts on market caps, valuations, tokenomics and unlocks.
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Cobie
44
(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”.
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Cobie
48
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.
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Cobie
83
Incentives structures
I ended the last post, (3,3), with this:
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Cobie
36
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