Fauna and FloraWe are often asked about the difference between value accrual to computational protocols, i.e., L1s, or DeFi applications. You are probably…Apr 27, 2022Apr 27, 2022
Are DAOs and Nations conscious? A look at Diem/Silvergate, Google Plex, and Solidly AMM.Neural Configuration and ConsciousnessFeb 2, 2022Feb 2, 2022
How TikTok’s GenZ financial influencers are changing financeThis is Jim Cramer, in the early days.Apr 28, 2021Apr 28, 2021
Are the NFT and DeFi markets recreating traditional human hierarchies through new social capital?There’s a big difference between belonging to a community that you simply like, and a community that will make you *rich*. Fintech is…Mar 31, 2021Mar 31, 2021
How $12 Billion in Fintech SPAC capital is teaching us about the economics of target unicornsTick-tock, it’s SPAC o’clock.Feb 18, 2021Feb 18, 2021
The future of Non-fungible tokens and crypto artWe want to talk about Hashmasks. And in particular, the one selling for $650,000. That, in the context of the $3.5MM Beepl art sale, and…Feb 10, 2021Feb 10, 2021
How the Internet/Reddit/GameStop broke our financial market structure and social contractFeb 4, 2021Feb 4, 2021
Explaining ~100x revenue multiples for fintech companies using systems theoryWe gaze with wonder at over $1 billion in raises announced last week, and over $10 billion in Fintech company value creation. Let’s look…Jan 20, 20211Jan 20, 20211
How the OCC is building Crypto AmericaOver the last 12 years, $1 trillion of value has appreciated into existence. It may be a little more or a little less tomorrow, give a few…Jan 14, 2021Jan 14, 2021
What do Bitcoin, Ethereum, GDP, unemployment, and Covid have in common?You are here, in 2021, and everything is roaring.Jan 7, 2021Jan 7, 2021