Developing proper mental models for understanding the intersection of blockchain technologies and the economic activity they support can be challenging, given the diverse operational and governance structures of the thousands…
Relative Value Crypto Investing
Relative Value (RV) trading is one of the bedrock techniques for traditional stock market analytics. By comparing the fundamental drivers of a company’s growth against its peers, an investor can…
The Token Economy – Introducing a Framework for Token Policy
When discussing and analyzing project tokenomics, investors tend to focus on three main areas: – Token distribution & allocation– Token…
The Hitchhiker’s Guide to Yield
Where is the sustainable yield in DeFi? This question remained unanswered in the back of investor’s minds during the two year bull run, where it was sidelined in favor of…
The Pathology of Hyperinflation: A Dollar Disease in the Making?
In The Pathology of Hyperinflation: A Dollar Disease in the Making, we explore if hyperinflation is indeed occurring, and if that result is desirable for bitcoin’s future growth.