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The Good, The Bad, & The Ugly [Charts]
The Good [Charts], The Bad [Charts], and the Ugly [Charts] The good news is so far we’ve seen strong...Again, this is a good sign, but does not necessarily imply an immediate rebound is imminent....Now, we have good reason to believe the trend of large scale debt monetization and asset purchases is...
6 Min
Macro & Markets
Jun 2021
Not-So-Bad News is Good News
When Bad News Is…Good News?...This is perhaps indicative of shifting sentiment as not-as-bad news is actually received as goods news...
11 Min
Macro & Markets
Jul 2022
NFTX - Good Idea, Bad Design
The NFT sector has never been hotter but some of the projects garnering attention have fundamental flaws in their design. NFTX is one of them, here's why....
9 Min
NFTs
Feb 2021
Coordination, Public Goods and Crypto (Part 1)
As such, the marginal cost of producing public goods tends to 0....This contrasts with private goods, of which one of my favourites is peanut butter....Peanut butter, like all private goods, is therefore excludable and rivalrous. ...In blockchain speak, private goods have strong value capture mechanics whereas public goods don’t.
6 Min
DeFi
Nov 2020
Coordination, Public Goods and Crypto (Part 1)
As such, the marginal cost of producing public goods tends to 0....This contrasts with private goods, of which one of my favourites is peanut butter....Peanut butter, like all private goods, is therefore excludable and rivalrous. ...In blockchain speak, private goods have strong value capture mechanics whereas public goods don’t.
6 Min
DeFi
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
Existing Solutions To The Public Good Issue To state the public goods problem simply: there are things...These so-called public goods are non-excludable and non-rivalrous....One case in which this can be clearly seen is that of public goods....of underlying projects that benefit from or leverage the public good in some way.
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
Existing Solutions To The Public Good Issue To state the public goods problem simply: there are things...These so-called public goods are non-excludable and non-rivalrous....One case in which this can be clearly seen is that of public goods....of underlying projects that benefit from or leverage the public good in some way.
11 Min
Asset Management
Nov 2020
The Lockdrop and Liquidity Bootstrap Auction: Still a Good Token Launch Mechanism
One of this paper’s co-authors, Alex Golding, recently spoke at Permissionless about “How to Launch a Token.” During this, he […]...
5 Min
Spot Exchange
Jul 2022
Launchpads: The Good and the Bad
I thought this was a good take on Camelot’s business model.
2 Min
AMM
Mar 2023
Token-Gated "Luxury" Software
Sure there are holes to be poked – like with all ideas – but “luxury” software is yet another thought-provoking...
2 Min
NFTs
Apr 2023
LYRA is Looking Good
The good news here is these LYRA rewards are the among the last of LYRA token emissions.
3 Min
DeFi
Feb 2024
Good News for Euler Finance
While our industry has no control over the fate of certain banks, there is good news on the Euler front...
1 Min
Money Markets
Mar 2023
Blockchain security: The good, the bad and the ugly
There are 3 camps;   The good (1 of N): This camp imagines a future where light node security can be...
3 Min
Infrastructure
Jan 2023
Sky Protocol: The Good, The Bad, and The Ugly
MakerDAO has officially undergone its long anticipated rebranding. Going forward, MakerDAO will be referred to as Sky Protocol. Given the mixed sentiment around the rebranding, let’s unpack the change...
5 Min
DeFi
Aug 2024
SudoSwap's Recurring User Base A Good Sign of Organic Usage
A project with a good product does not necessarily have a good token design (e.g UniSwap), and it will...
2 Min
NFT Marketplace
Mar 2023
Kevin Owocki: Decentralizing Gitcoin Through GTC and Shaping The Future of Public Goods
...is a really good question. I don’t know the answer to that....Tom (28:15): That’s good. Kevin (28:15): Anyway, sorry, Tom, go ahead....Kevin (39:54): That’s a good question....Their culture… Tom (44:51): That’s a good point....It’s a good way to close out.
Infrastructure
Jun 2021
Why the Future of Fashion Is in the Metaverse
Morgan Stanley analysts believe the virtual luxury goods market could fly as high as $50B by 2030....Luxury Brands Dive Headfirst Into NFTs Luxury fashion brands built their fortunes off the human desire...Luxury bags, jewelry, watches, and apparel are the classic Veblen goods whose demand rises alongside...
21 Min
Fashion
Oct 2022
Brands & NFTs: How Web3 Is A Game Changer For Brand Growth
goods like Hermès Birkin bags—NFTs allow for transparent verification of how many units exist....the winners of the next 12-24 months will be the ones that understand that, and will be in a really good...A study by Bond shows that 73% of consumers are more likely to recommend brands with good loyalty programs...
37 Min
NFTs
Nov 2023
Travis Good: Machine Intelligence as a New World Currency: Facing Down OpenAI with Ambient, a Hyperscaled Decentralized PoW-Powered Alternative
Travis Good: Yeah....And a good, a good example would be insurance coding....I, I, I just, I feel like this tremendous sense of luxury.
92 Min
AI
Apr 2025
The $MAGIC Ecosystem, PhantaBears Rise Up
The clothing on the avatars were designed with a French luxury fashion designer who has worked with LVMH...The team’s goal is to support luxury fashion brands to showcase their digital collections on their 3D...Interested collectors should watch the secondary market for a good entry price as minters take profits...
11 Min
NFTs
Jan 2022