NOMADUnpacking ENA and USDe… ~3x by Mid-Summer; Catalysts ExplainedOpinions are entirely my own. Categorically not investment advice.10 min read·3 days ago----
NOMADCrypto’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…5 min read·Jul 21, 2022--1--1
NOMADTerra 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…9 min read·May 19, 2022----
NOMADThe 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…7 min read·Mar 10, 2022----
NOMADAbout 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…1 min read·Oct 27, 2021----