Get weekly, long-form analyses on the most pressing topics in crypto
JPM Coin and Bitcoin can coexist (but probably not Ripple)
Who is wrapped BTC good for? (plus what good is Apple's censorship?)
When is faking it until you make it wrong?
A retrospective on my posts from the last year and some thoughts on "who has power?"
A friend asked me what crypto thing he should build in the games ecosystem so I analyzed the layers of the games value chain to come up with a framework to think about the problem
How should we think about overall resource allocation if we are prioritizing total growth of cryptocurrencies? Startup culture suggests lots of entrepreneurs building lots of competing companies. Is it the opposite in crypto?
While crypto is often compared to the dotcom era, perhaps the clean energy bubble is a closer comparison. Which companies will end up like Solyndra and which companies will end up like Tesla?
In-game economies are mostly closed and broken. Would they be more fun if they allowed more real-world money trading? Mostly no.
The benefits of blockchains are largely invisible to end-users, but a string of recent high-profile cases of censorship and surveillance have made them more salient to some groups.
When and why do we change our minds? Why do people construct seemingly senseless arguments (and appear to actually believe them)? A quick exploration on the relationship between reason and rationality.
Eight frameworks I've created over the year to better understand users, price, strategy, and more in crypto.
Price volatility distracts from achieving real growth. Do crypto projects need to attract ethos-agnostic users to grow?
I interviewed Katherine Wu about regulation in crypto. We covered ShapeShift, 1broker, and the cost of regulatory grey areas.
Public blockchains as archipelagos competing for inhabitants
Issuers of fiatcoins stand to become aggregators amidst a technological and societal revolution focused on disintermediating aggregators.