Get weekly, long-form analyses on the most pressing topics in crypto
Ripple funding games is good for crypto (plus should have shorted Grin)
On the margin, Coinbase's Neutrino acquisition is pro privacy but your coins aren't fungible either way
Who cares if Coinbase lists XRP? (plus Facebook Coin)
We find ourselves in yet another "privacy moment," with personal data being generated, captured, analyzed, and utilized at a massive and accelerating rate.
What lessons can we learn from the crypto projects that have successfully grown? I explore a concept of first hooking users with direct properties and then keeping them with emergent ones.
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?