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This class of problems can broadly be described as the “Underfunded Public Goods” issue....In this daily, I will describe the Underfunded Public Goods issue generally as well as how it applies...As such, the marginal cost of producing public goods tends to 0.
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6 Min
DeFi
Nov 2020
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....the governance tokens of specific public goods they donate to.
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11 Min
Asset Management
Nov 2020
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....the governance tokens of specific public goods they donate to.
Report
11 Min
Asset Management
Nov 2020
This class of problems can broadly be described as the “Underfunded Public Goods” issue....In this daily, I will describe the Underfunded Public Goods issue generally as well as how it applies...As such, the marginal cost of producing public goods tends to 0.
Report
6 Min
DeFi
Nov 2020
It is becoming a programmable treasury layer; a capital strategy for public companies....The First Public Crypto Accumulator
Public crypto accumulation did not begin as a widespread strategy...What Is a Public Crypto Accumulator?...For public companies, these events reinforced a key strategic logic....Public crypto accumulators offer something different.
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31 Min
Macro & Markets
Jun 2025
When Bad News Is…Good News?...This is perhaps indicative of shifting sentiment as not-as-bad news is actually received as goods news...
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11 Min
Macro & Markets
Jul 2022
...predecessors’ issues, as traditional token sales (a) have heightened legal risks; (b) do not allow the public...Phase 1: the Lockdrop
The purpose of the Lockdrop is to solicit commitments from the public to be users...committing to being a future user of the protocol) into one side of the pool, and by asking the general public...
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5 Min
Spot Exchange
Jul 2022
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...
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6 Min
Macro & Markets
Jun 2021
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....
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9 Min
NFTs
Feb 2021
In order to be truly decentralized, crypto protocols need to find a sustainable way to fund development and operations. As DeFi embraces DAOs, it’s becoming increasingly important to understand commun...
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1 Min
Asset Management
Dec 2020
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
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10 Min
Macro & Markets
Jul 2024
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
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8 Min
Macro & Markets
Jun 2024
Welcome to Market Musings, a weekly publication that aims to keep our readers up-to-date on the most...And last week, we highlighted just how good the picture had become for bulls, “with ETFs reporting several...Since last week’s publication, we have seen IBIT return as the favored ETF product, capturing nearly...
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11 Min
Macro & Markets
May 2024
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
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9 Min
Macro & Markets
Jun 2024
Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date...
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8 Min
Macro & Markets
May 2024
Foreword
The number of well-funded blockchain games that are opening their doors to the public with playable...For one, it relies on a frequent stream of good games and demand from developers to launch on XPLA....publisher Neowiz and is actively exploring game investment opportunities under the belief that more good...
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42 Min
Gaming
Oct 2023
Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date...
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9 Min
Macro & Markets
May 2024
Welcome to the first edition of Market Musings, a weekly publication that aims to keep our readers up-to-date...Capital flows from public markets have long been a goal of crypto industry pioneers....burgeoning asset class to hundreds of billions — if not trillions — of dollars of potential capital via public...
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6 Min
Macro & Markets
May 2024
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
Report
9 Min
Macro & Markets
Jul 2024
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
Report
9 Min
Macro & Markets
Jul 2024