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DePIN's Imperfect Present & Promising Future: A Deep Dive
0xSmac & Knower
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September 13, 2024
Markets/Investing
Governance
Where Are We In The Cycle
0xSmac
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May 6, 2024
Markets/Investing
2023 Compound Annual Letter
Compound
-
April 19, 2024
Markets/Investing
Investments
Expected Value in Crypto & Building Infinite Blockspace
Michael Dempsey
-
February 29, 2024
Markets/Investing
Which Way Western Man?
0xsmac
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January 2, 2024
SOL Survivor
0xSmac
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December 5, 2023
Markets/Investing
A Crypto Future
0xSmac
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May 25, 2023
Markets/Investing
DeFi
2022 Compound Annual Letter
Compound
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April 14, 2023
Markets/Investing
Investments
Saying The Quiet Thing Out Loud
0xSmac
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March 29, 2023
Markets/Investing
Narrative Cycles & Conviction in Technology
Michael Dempsey
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March 6, 2023
Markets/Investing
Everything (DeFi) Everywhere All at Once
0xSmac
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February 16, 2023
DeFi
U-Shaped Token Curves + Stablecoins & Dollar Dominance
Michael Dempsey
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January 19, 2023
Markets/Investing
DeFi
What Goes Down Must Go Up?
Michael Dempsey
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August 30, 2022
Markets/Investing
Investments
Get Rich or Die Tryin'
Michael Dempsey
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July 25, 2022
Markets/Investing
Talent Problems with The Metaverse & Inevitability
Michael Dempsey
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July 14, 2022
Markets/Investing
On Crypto Utility Debates
Michael Dempsey
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June 21, 2022
DeFi
NFTs
Notes From a Bear Market (Crypto Edition)
Michael Dempsey
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June 14, 2022
Power Laws & Normal Distributions in Crypto's Future
Michael Dempsey
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April 15, 2022
Investments
On-Chain SVG
John Palmer
-
December 14, 2021
NFTs
Talent, Value, Distribution, & Liquidity in Crypto Protocols
Michael Dempsey
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November 7, 2021
Markets/Investing
Speculative Bubbles in the 21st Century & Asymmetric Upside
Michael Dempsey
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September 19, 2021
Markets/Investing
New Internet Logic
John Palmer
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August 28, 2021
NFTs
Adjacent Governance: The future of power, strategic positioning, & existential threats in a decentralized world.
Michael Dempsey
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June 14, 2021
Governance
DeFi
Crypto Governance and Vote Farming
John Palmer
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June 9, 2021
Governance
DeFi
A Marketplace for Writing
John Palmer
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February 10, 2021
Stacks — Why we Invested in Blockstack’s Blueprint for a New Internet
Josh Nussbaum
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November 13, 2017
Investments
Blockchain Project Ecosystem
Josh Nussbaum
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October 13, 2017
Markets/Investing
Investments