Archive

Trading signals are not valuations

Will fake videos become indistinguishable from real ones?

People want to follow people, not content

The implicit assumption of valuation

Demand for safe havens

Do increases in consumer choice come from decreases in consumer choice elsewhere?

Niche markets most likely driver of DEX adoption

Horizontal and vertical expansion for crypto projects

Thiel on productivity stagnation, skeptical of runaway automation

Elo rating systems and how to manipulate them

Bullshit versus lies

Thinking the thoughts of others

How to write and publish consistently

Vitalik's warlock probably deserved it

Speculation as the killer app

Valuation Wednesday: what is valuation? What is price?

How to grow a Ponzi

Mailbag Monday: career advice for a high school grad

All news is good news for bitcoin because it is both viral and unstoppable

Revisiting cryptoasset valuation

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Insider analysis on the digital asset ecosystem