Top Results1276 results
Coordination, Public Goods and Crypto (Part 1)
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.
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....the governance tokens of specific public goods they donate to.
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....the governance tokens of specific public goods they donate to.
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 1)
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.
6 Min
DeFi
Nov 2020
The Public Crypto Accumulator Era - Part 1
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.
31 Min
Macro & Markets
Jun 2025
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
The Lockdrop and Liquidity Bootstrap Auction: Still a Good Token Launch Mechanism
...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...
5 Min
Spot Exchange
Jul 2022
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
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
A Look Into Public DeFi Treasuries
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...
1 Min
Asset Management
Dec 2020
Market Musings - A Bad Break For Bulls... What's Next?
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
10 Min
Macro & Markets
Jul 2024
Market Musings - April Showers Bring May Flowers
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
8 Min
Macro & Markets
Jun 2024
Market Musings - Return of the Flows
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...
11 Min
Macro & Markets
May 2024
Market Musings - ETF Flows Shine As BTC Flirts With Range Highs
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
9 Min
Macro & Markets
Jun 2024
Market Musings - A Bullish Beat Down For BTC Bears
Welcome to the third edition of Market Musings, a weekly publication that aims to keep our readers up-to-date...
8 Min
Macro & Markets
May 2024
Why Asia Will Lead Web3 Gaming: Learnings From Token2049 & KBW
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...
42 Min
Gaming
Oct 2023
Market Musings - Bulls Attempt To Take The Initiative
Welcome our second edition of Market Musings, a weekly publication that aims to keep our readers up-to-date...
9 Min
Macro & Markets
May 2024
Market Musings - Bitcoin Battles ETF Outflows
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...
6 Min
Macro & Markets
May 2024
Market Musings - Will History Rhyme?
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
9 Min
Macro & Markets
Jul 2024
Market Musings - The Bulls Strike Back
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most...
9 Min
Macro & Markets
Jul 2024