Onchain Capital Structure
Building businesses with a fully onchain capital structure: programmable revenue, embedded financing and tokenized equity.
Permissionless Capital, Global Consensus and New Markets
Crypto’s unique properties are permissionless capital formation and global consensus. Its best use is creating new markets people want to trade in.
The Bridges Are Dead, Long Live The Bridges!
The case for Generalized Messaging Protocols over token bridges: architectures of Axelar, Abacus, Nomad, LayerZero, Wormhole, XCMP, IBC and Chainflip, plus cross-chain app use cases.
A Lot Of On-Chain Options, But Few To Exercise
A deep dive into the on-chain options landscape: the trends, the pain points, and what could be built to make the products work.
Ohmies Ain’t No Normies
On OlympusDAO’s ambition to build a floating, asset-backed reserve currency without a peg: a third type of crypto money beyond commodity coins and dollar stablecoins.
Why Did You Kill Andre?
A Girardian reading of crypto: $YFI, Andre Cronje and the scapegoat mechanism, with Satoshi, Vitalik and Andre cast as divine kings sacrificed so the narrative can be reborn.