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Writing
Admit it: DeFi has a Scale Problem
Interest rate elasticity is one of DeFi's greatest threats right now. Bring stability to the market through Size Credit and the space is infinitely better positioned to go mainstream.
Ryan
August 9, 2024
•
5 min read
Writing
The Efficient DAO Paradox
The growing cloud of regulatory uncertainty forces builders to constantly rethink the balance between effective decision making and decentralization. Crypto now needs to learn from the hierarchical approach that it exists to oppose.
Jason
Garland
July 11, 2024
•
5 min read
Writing
Half-Baked #1: In-Group Preference Routing of Transactions
The first in a new content series where we share unpolished-but-maybe-useful ideas from our group discussions. We start by thinking about how introducing preferential routing to decentralized networks could affect the underlying economies driving them.
Jason
Garland
May 9, 2024
•
5 min read
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Writing
Admit it: DeFi has a Scale Problem
Interest rate elasticity is one of DeFi's greatest threats right now. Bring stability to the market through Size Credit and the space is infinitely better positioned to go mainstream.
Ryan
August 9, 2024
•
5 min read
Writing
The Efficient DAO Paradox
The growing cloud of regulatory uncertainty forces builders to constantly rethink the balance between effective decision making and decentralization. Crypto now needs to learn from the hierarchical approach that it exists to oppose.
Jason
Garland
July 11, 2024
•
5 min read
Writing
Half-Baked #1: In-Group Preference Routing of Transactions
The first in a new content series where we share unpolished-but-maybe-useful ideas from our group discussions. We start by thinking about how introducing preferential routing to decentralized networks could affect the underlying economies driving them.
Jason
Garland
May 9, 2024
•
5 min read
gm Portfolio Analysis
Are There Any Bears Left? Or Am I the Only One?
The markets are flooded with green and talk of ATH, but what's really going on? Our longest-serving, multi-cycle crypto veteran outlines why a deeper look at the dynamics of this current market shows red flags.
Gaurav
Patel
March 5, 2024
•
5 min read
Writing
Thesis 2024: Bitcoin Building Szn
Part three of our Thesis 2024 series explores why DeFi Summer 2.0 could be led by Bitcoin. Find out how and why DeFi is developing on the infra for crypto's leading asset.
0xRømer
February 2, 2024
•
5 min read
Writing
Thesis 2024: Decentralized Social
The second article in our Thesis 2024 series. Freedom of expression is a human right and now decentralized social is pushing back against Big Tech's attempts to quash it.
0xRømer
January 22, 2024
•
5 min read
Analysis
Solving Fractured Liquidity with Size Lending
DeFi fixed-rate lending options weren't a fit for sophisticated investors. Size Lending has now shaken up the fractured liquidity problem with a model that delivers novel flexibility for lenders and borrowers.
Jason
Garland
January 16, 2024
•
5 min read
Analysis
Size: A Fixed Rate Lending Marketplace
Size matters. Without it, the lending market will continue to be stunted by fragmented liquidity and limited functionality. The Tinkering Society provides insight into its first live incubation.
Jason
Garland
January 12, 2024
•
5 min read
Writing
Thesis 2024: Censorship Resistance
The first article in our Thesis 2024 series which explores the concepts that will shape the industry. It only makes sense to begin by honing in on censorship resistance (or the lack of it) and the significant threat it poses to decentralized systems.
0xRømer
January 9, 2024
•
5 min read
Writing
Incumbents vs. History
Big Tech is driving the current AI revolution, but history hasn't favored existing superpowers to survive innovation cycles. As we move increasingly towards polythaism - a world built on a multitude of language models - that trend looks set to hold true.
Jason
Garland
December 19, 2023
•
5 min read
Writing
Islands
Blockchain and AI are both targets for tech trolls’ ever-contrarian views. The myst of unknowns is now falling from the two sectors and clear opportunities for synergy are starting to emerge.
0xRømer
November 14, 2023
•
5 min read
gm Portfolio Analysis
Market Perspective: November
Bull market frenzy is running wild. Yet key TradFi indicators paint a different story and long-term outcomes remain bear-ish. Of course, this is crypto, and anything can happen...
Gaurav
Patel
November 7, 2023
•
5 min read
Writing
The Thing
A DeFi fantasy or nightmare? Decentralized on- and off-ramps are an industry ideal but progress to date has been a slow bleed. Let’s cut right to the heart of the current issues and possibilities.
Jamie
White
October 6, 2023
•
5 min read
Writing
Snakes & Ladders
Are airdrops poisoning projects’ success? The promise of free tokens is a traction strategy forged in up-only markets and it's now clear that founders need to look elsewhere for a step up in growth.
Jamie
White
September 26, 2023
•
5 min read
Writing
Petrichor
RWAs have been painted as a next bull run driver. In reality, the infra framing them isn’t close to being effective. Are they a fix-all or are we glossing over obvious failures?
Jamie
White
September 18, 2023
•
5 min read
Writing
OnlyFrenz
Friend.Tech is an influencer's fantasy. But strip away the shills and there are clear question marks about its intentions. Let's explore the true cost of DeFi friendships.
Jamie
White
September 13, 2023
•
5 min read
Writing
DeSoc, Decoded
Social media users are caught in a David vs. Goliath battle with centralized actors over their identities, data, and content. These innovative Web3 configurations are now tipping the balance and letting users take back control.
Jamie
White
August 22, 2023
•
5 min read
Writing
Who Will Control the Narratives?
Is X a wolf in sheep's clothing? It has re-positioned itself as a home for contrarian thinkers under Elon, but ultimately retains centralized control. Distributed social communities are now turning these power structures on their heads.
Jason
Garland
August 11, 2023
•
5 min read
Writing
Fugazi
Constant societal conditioning sees us relinquish our freedoms and individuality from the moment we're born. Web3 identity tools are now taking them back.
Jamie
White
August 8, 2023
•
5 min read
Analysis
Looking Closer at UniV4 Orders
UniV4 is a sophisticated protocol update capable of simplifying order book innovation. Let's speculate around what could be achieved in the near future...
MajorMotokoKusanagi
July 31, 2023
•
5 min read
Writing
Much Ado About Nothing
Creators are drowning feeds with AI-gen content. DeSoc, and more specifically on-chain attestation, could hone the delivery of more relevant and enriching content to users.
Jamie
White
July 21, 2023
•
5 min read
Writing
Impact
All roads began with Bitcoin, but they ultimately end with decentralization. The maxi mindset is a barrier to innovation that isn't just hampering growth in the space, but to the OG blockchain itself.
Jason
Garland
July 14, 2023
•
5 min read
Writing
Hakuna Meta-ta
Threads as a copycat app offers Meta little. The brand should instead look to innovate closer to home, much like Twitter.
Jamie
White
July 11, 2023
•
5 min read
Writing
Price Flaws
What happens in a supply-demand driven market when the supply quality is poor? The recent Azuki saga, and shrinking floor price, has once again illustrated a severe lack of creativity in the current NFT market.
Jamie
White
July 5, 2023
•
5 min read
Writing
Fair Launches and Neutrality
Fair launches are an attractive proposition for regulatory-conscious builders. But doesn't any element of human decision-making start to chip away at equality?
Jamie
White
July 3, 2023
•
5 min read
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