I analyze the business and societal dynamics of the crypto ecosystem.
Join thousands of crypto insiders that make reading my original analyses part of their daily routine. You’ll join leaders at organizations like the Ethereum Foundation, Binance, Polychain Capital, Andreesen Horowitz, Fidelity, Google, and virtually everybody else active in the space.
My daily(ish) posts are 100% member supported. You’ll never see advertisements or sponsored content here. To support my work, become a member here.
Members get exclusive access to commenting on all posts and at least one members-only post per week. They also get guaranteed responses to their questions and comments, member-only Q&As, and more.
Sign up today and introduce yourself. I love meeting members.
Read a sample of posts from the archive.
Build vs buy for crypto projects - on the incentives for projects to build and own their own infra rather than build on existing infra
First direct, then emergent - on the properties that are likely and unlikely to win users
Do open in-game economies make games less fun? - seems like yes
If games drive crypto mass adoption, they will be grass-roots - debunking common narratives around open game economies via crypto
We can't all be friends - a theoretical take on why different groups within crypto are so intolerant to one another
Not all governance is voting - a holistic look at governance and why voting is insufficient
A red ocean for smart contract protocols - on the brutal battle for developers and users of smart contract protocols