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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
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
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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
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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
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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
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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
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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
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