Cobie

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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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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…
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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…
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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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New entrants in the crypto community look to crypto “veterans” hoping for near-deterministic directional insight into these perplexing markets. So, in…
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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…
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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…
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I ended the last post, (3,3), with this: Explicating the incentive structures behind financial products and complex crypto schemes is a…
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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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