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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…
Dec 26, 2021 • 
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Trading the metagame
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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 • 
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ApeCoin & the death of staking
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New launches (part 1) - private capture, phantom pricing
Welcome friends, been a while.
May 19, 2024 • 
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New launches (part 1) - private capture, phantom pricing
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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 • 
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Wtf is web3
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Tokens in the attention economy
People talk a lot about scarcity in crypto.
Dec 28, 2021 • 
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Tokens in the attention economy
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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 • 
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Probabilistic thinking
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On the meme of market caps & unlocks
Some thoughts on market caps, valuations, tokenomics and unlocks.
Dec 24, 2021 • 
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On the meme of market caps & unlocks
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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”.
Feb 7, 2022 • 
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(3,3)
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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.
Jun 11, 2022 • 
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Staking, pegging and other stuff
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Incentives structures
I ended the last post, (3,3), with this:
Feb 19, 2022 • 
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Incentives structures
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