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Writing
Dialing up DeFi: Mobile Wallets
Mobile wallets will bring the numbers. Fine-tune crypto on the move and the world opens up for mass adoption.
Jamie
White
May 5, 2023
•
5 min read
gm Portfolio Analysis
Why DEXs?
Protocol risk assessment is a fundamental skill when picking market winners. Here's why DEXs will form a large percentage of the gm Portfolio versus other niches.
Gaurav
Patel
May 3, 2023
•
5 min read
gm Portfolio Analysis
Timing the Market Is More Important Than Time in the Market
Capturing the market's ebbs and flows is a fine art. Plan accordingly - having a strategy for when to enter and exit gives you the best shot at making profit.
Gaurav
Patel
April 28, 2023
•
5 min read
Writing
Tracking Feisty Governance - A ChatGPT Hot Take
Exploring DAO governance needs to be simpler. We recruited ChatGPT to help guide our coding efforts as we created the first DAO vote aggregator for contentious votes.
Jamie
White
April 22, 2023
•
5 min read
Writing
Where AI & Blockchain Intersect
The convergence of AI and blockchain technology holds great promise for a future that is more efficient, data-driven, secure, and engaging. Here's where it could make the most impact.
Jason
Garland
April 13, 2023
•
5 min read
Writing
Canto: A Dice Roll at Free Public Infra
Canto's feel-good mission captured degens' imaginations (and investment dollars) on its launch. Now the dust has settled, should we scoff at the altruistic vision or still see it as an opportunity?
Jamie
White
April 4, 2023
•
5 min read
Writing
A ChatGPT Whimsy: NFT Contracts Built with AI
Will ChatGPT leave devs reeling? We set out to discover the answer and challenge AI to build an NFT contract.
Jamie
White
March 24, 2023
•
5 min read
gm Portfolio Analysis
Market Perspective: March 2023
DeFi turbulence sustains but subtle signs suggest this cycle could entrench the blockchain industry. Thoughts from the gm Portfolio creators on plotting its first investment against an uncertain economic backdrop.
Gaurav
Patel
March 22, 2023
•
5 min read
gm Portfolio Analysis
Navigating the USDC Depeg
An update from gm Portfolio, a public real-time investment portfolio, as its creators look to de-risk from a potential USDC collapse.
Gaurav
Patel
March 20, 2023
•
5 min read
Writing
Maxi Vs. Maxi
The Bitcoin vs. Ethereum maxi battle fiercely rages on. Reflections on what's right, wrong, and still up for debate in the arguments from both sides.
Jason
Garland
March 15, 2023
•
5 min read
Writing
Incentivization: Does Gitcoin Need to Embrace the Dark Arts?
It doesn’t take a wizard to realize Gitcoin is in a state of operational flux. Is it time for Web3’s peaceniks to demand more accountability from its collaborators?
Jamie
White
March 13, 2023
•
5 min read
Writing
Permissionless & Private: A Model for P2P On/Off-ramps?
With CEXs encircling crypto, and channeling the inflow of new users, it's time for Web3 brains to set its own boundaries and develop on-ramp alternatives with decentralization embedded firmly into them.
Jamie
White
March 1, 2023
•
5 min read
Writing
Crypto, Civilization, and Freedom
DeFi is the white rabbit and Wonderland is the open platform for change it represents. As our understanding of decentralization grows, so too does the realization that we're on the precipice of a revolution driven by the eternal, innate need for individual freedom.
Jason
Garland
February 13, 2023
•
5 min read
Writing
Layer 3: The Beginning of the End for Blockchain?
Blockchain will need to virtually disappear from the consciousness of a typical user to succeed. Overcoming gaps in modular architecture through a blanket, unified communications layer could help DeFi to achieve that mission.
Jamie
White
February 10, 2023
•
5 min read
Writing
Can We Digitize IRL Art?
One thing that we don’t touch on enough is transferring unique IRL values into Web3. Can something like Van Gogh’s Sunflowers or Picasso’s Guernica ever truly be tokenized? The IRL collectibles industry may offer insight.
Jamie
White
January 27, 2023
•
5 min read
gm Portfolio Analysis
Introduction to the gm Portfolio
Gm Portfolio is a co-launched, on-chain investment fund that has just been established. The main aim will be to invest in the DeFi space.
Gaurav
Patel
January 27, 2023
•
5 min read
Writing
Modularity by Analogy
What does the future architecture of blockchains look like? There are subtle hints in the development of current, everyday technologies that show us.
Gaurav
Patel
January 20, 2023
•
5 min read
Writing
Measuring Customer Satisfaction in a World of Pseudonymity
How can we effectively measure customer satisfaction while retaining privacy and pseudonymity? As iteration maximalists focused on quickly identifying whether there may be product market fit, this is a paramount question to at least attempt to answer.
Jason
Garland
January 16, 2023
•
5 min read
Writing
How to Change History with NFT Art
Most people would agree that it’s not the medium, and yet here we are again with “tokenized JPEGs can’t be art,” the same argument that was applied to every new medium and style of art in modern history.
Jason
Garland
January 3, 2023
•
5 min read
Writing
What’s on Crypto’s Cards for 2023?
2022 was a year of twists and turns. So what is 2023 going to do with the heap of ragged degens and blood-stained port balances that it inherited from its predecessor?
Jamie
White
January 2, 2023
•
5 min read
Writing
UX: the Achilles’ Heel for Web3?
Crypto is arguably in a state of perpetual mutation maximalism, piling iteration upon iteration of code, ideas, and mechanics on top of each other. There will come a time when killer web3 apps gain global adoption, and they will achieve it through simplicity.
Jamie
White
December 22, 2022
•
5 min read
Writing
"Capital Efficiency" is Just Leverage, Part 2
In this post we dive into a few recent examples of capital efficient models that don't amplify risk, and in some cases actually reduce it.
Jason
Garland
December 14, 2022
•
5 min read
Writing
"Capital Efficiency" is Just Leverage, Part 1
In many cases “capital efficiency” is synonymous with “leverage”, whether that leverage manifests itself in an amplified risk/return profile, impermanent loss, price risk of a project token, or blowup (solvency) risk. Let’s look at a few examples where “capital efficiency” = “leverage”, and then a few actual cases of capital efficiency without increased risk profiles.
Jason
Garland
May 31, 2022
•
5 min read
Writing
Global Casualization, Experimentation Maximalism, and Web3
Some of the most innovative ideas in finance are emerging out of group chats. What's facilitating this evolution of meme to idea? And why DAOs will be a permanent phenomenon.
Jason
Garland
May 13, 2022
•
5 min read
Writing
Dispute Resolution in a Web3 Future (Part 1)
The arbiters of the decentralized present will have a foothold in becoming the upholders and enforcers of future contracts.
Jason
Garland
March 2, 2022
•
5 min read
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