Projects
About
Writing
Contact
Subscribe to our blog
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Writing
Points Are Here to Stay
The rise of points campaigns had all the hallmarks of being another crypto fad, but instead, they quickly evolved into one of DeFi builders' most effective tools for honing their products.
Jason
Garland
March 10, 2025
•
5 min read
Writing
DeFAI as Default?
Successful AI agents in crypto now have an almost meme-like status. Cut back this fluff and AI shows real promise in being able to soothe some of DeFi’s sorest functionality pain points.
Jason
Garland
January 29, 2025
•
5 min read
Writing
Wai Oh Wai?
Retail doesn’t often get the chance to outpace crypto VCs. New ground is now being broken and WAI Combinator is fast becoming the platform for methodical, precision AI agent investments.
Gaurav
Patel
January 6, 2025
•
5 min read
Latest articles
Tokenomics
Uniswap
Social Media
Size Lending
NFTs
RWA
Scaling
OG Tinker
Mobile
Maximalism
Identity
Incubation
gm Portfolio
Governance
DeFi
Free Market Theory
AI
Fair Launch
Bitcoin
Account Abstraction
View all
gm Portfolio
Protocol Research & Analysis
Search
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
Writing
The US Dollar Isn’t Backed By The US Military
We often hear how “the USD is backed by the full strength and might of the US military”, but this is misleading, and glosses over the coercion at the center of the argument. As this fallacy extends into crypto (”bitcoin is backed by energy”), it’s a good time to be careful with wording.
Jason
Garland
June 23, 2023
•
5 min read
Writing
Blockchain Won’t Change History
The great age of (dis)information. Blockchain is the only safeguard we have for protecting against the malicious use of technology to engineer social disruption.
Jamie
White
June 20, 2023
•
5 min read
Writing
Bullish on Humanness
Value increases with scarcity, and amid a new world of machine-generated content and guidance, there is less of “that which is human”. There's strong reason to be optimistic about a reversion to community and to be bullish on the tools that help us connect and coordinate.
Jason
Garland
June 16, 2023
•
5 min read
Writing
Spicy 2.0
Our governance aggregator, co-developed with ChatGPT, gets a round of sizzling upgrades. This is what's new at spicy.vote.
Jamie
White
June 15, 2023
•
5 min read
Writing
Monkey See, Monkey DAO
DAO decisions are fundamental to collective progress. Snapshot adding shielded voting creates more questions than it answers as we try to streamline Web3 decision-making.
Jamie
White
June 12, 2023
•
5 min read
Writing
The Ghost of Satoshi
Crypto is weak when it lets faces and 'idols' represent the space. Let's hope the Father of Bitcoin stays dead and buried.
Jamie
White
June 3, 2023
•
5 min read
gm Portfolio Analysis
Why Not Ethereum?
Ethereum is a mainstay for the vast majority of portfolios. Which is exactly why it's unlikely to feature heavily in the gm Portfolio.
Gaurav
Patel
May 30, 2023
•
5 min read
Analysis
Uniswap’s Move to the Top of the Stack
The Uniswap mobile launch represents a protocol positioning shift. Putting their product into smartphones now disrupts the natural order of the defi tech stack.
Gaurav
Patel
May 24, 2023
•
5 min read
Writing
‘More Human Than Human’
Is AI dangerous? Quite possibly - but crypto-biometrics could hold the key to safeguarding against its misuse.
Jamie
White
May 22, 2023
•
5 min read
gm Portfolio Analysis
Milestones Towards a Long Position
Look outside crypto's bubble and key economic indicators can hint when the bear market could pop. Here's what the gm Portfolio will be watching when plotting long positions.
Gaurav
Patel
May 15, 2023
•
5 min read
Analysis
vl-yCRV is Not a Threat to Convex
As Yearn enters a new era with yCRV, is Convex likely to be affected? The Curve Wars develops and continues to capture increasing amounts of $CRV.
Jason
Garland
May 11, 2023
•
5 min read
Analysis
Silo Finance: Interesting, but…
The demand for long-tail lending markets is growing. Silo's novel approach to lending bridges the possibility of covering another, equally exciting niche.
Gaurav
Patel
May 9, 2023
•
5 min read
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
Pseudonymity and Social Media After LLMs
The emergence of AI-generated content raises questions about authenticity and relevance. The need for provable humanity via attestations and censorship-resistant social media platforms has never been more important.
Jason
Garland
April 11, 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
Previous
Next
Get updates straight to your inbox
Subscribe today and get exclusive access to our latest ideas, research, and tinkers.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.