Good morning,

A bit of house-keeping to start:

  • Time off: As the holidays approach, here is my planned posting schedule (tldr, I’ll be off when the US stock market is off)
  • Play my game: Some friends and I have been prototyping a crypto game to experiment with some mechanisms we haven’t seen before. We are going to do a small testnet beta in the coming days. If you have experience with using testnet Ethereum applications and want to play, please respond to this email. I’ll be letting in members first before opening up the beta to others.
  • Earn free months: The success of this members model has been 100% word-of-mouth. I am very grateful to you all for recommending my stuff to your friends and want to find ways to reward those of you that are growing the gang. To start, when you refer friends, use a referral URL: https://tonysheng.com/members/?utm_campaign=yourname. When someone signs up, you’ll get a free month until you don’t want any more and then I’ll think of something even better to give you.

Next, some reflections on my post from last week on Keynsian Beauty Contests. My post made its way to the front page of Hacker News, where it was subjected to the delightfully critical discourse of the HN comments section.

There were three flavors of commentarys:

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Members receive a members-only analysis each week that is timely and substantial. I've been asked to be more opinionated and responsive to current events, so I'll try to do that in this more private forum. If you want my critical take on what matters in the industry, you might enjoy these analyses.

You can see a sample of a members-only analysis here. And a list of all of them here. Don't take it from me, check out these tweets from members:

  • "@tonysheng's writing is the best out there and this is worth every penny" --Myles Snider, CEO of Aurora EOS
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Over time, I'd love to develop more benefits like transcripts of podcasts (maybe host my own), a members-only discussion forum, AMAs with industry leaders, and more.

Thank you. I hope you'll stick around.

–Tony

If you aren’t already familiar with my work, I write long-form analyses on building and investing in crypto, and the impact of crypto on society.

My readers include investors at Union Square Ventures, a16z, Village Global, Multicoin Capital, Scalar Capital, and Polychain and builders of Bitcoin, Ethereum, Zcash, EOS, Tezos, 0x, and Coinbase.

Some awfully nice things people have said:

Tony’s blog is one of the best hidden gems in crypto. The content is regularly some of the most insightful out there. I read every post with a fine toothed comb.

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Member updates

November 6, 2018

Coinbase tries to drive adoption of USDC (plus IDEX, CryptoKitties)

October 31, 2018

Keynesian Beauty Contest follow-up, regulatory grey areas and alegal projects

October 23, 2018

The (web3) client is in the hands of the enemy