Unpacking ENA and USDe… ~3x by Mid-Summer; Catalysts ExplainedOpinions are entirely my own. Categorically not investment advice.May 9May 9
Crypto’s Hedge Fund Blow Up: A Tested Playbook of What Happens in Capital MarketsTLDR: We have the playbook to move forward. What’s happening in crypto around 3AC (et al) is the exact same thing that always happens when…Jul 21, 20221Jul 21, 20221
Terra Post Mortem: We Need to Do BetterTLDR: The crypto world got caught up in the exuberance around Terra but the project was blatantly flawed to any impartial observer. As the…May 19, 2022May 19, 2022
The End of Putin Marks the Rebirth of Global Deflationary ForcesThere is a lot to be uncertain about as we wrap up 1Q22. We entered the year talking about tightening monetary policy as a means to stem…Mar 10, 2022Mar 10, 2022
About Me…I am an investor who is personally passionate about any idea or industry whose ultimate aim is to make life better AND cheaper for the…Oct 27, 2021Oct 27, 2021
