Category Archives: Cryptocurrency

Comparing and Contrasting: DeFi vs ICOs

Decentralized Finance tokens have been leading this general crypto bull run in much the same way that ICOs were a focus of the 2016-2017 bull run. But is that where the analogy ends? Here’s a walkthrough of some similarities and … Continue reading

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“Is it priced in?” – thoughts on valuing BTC and the upcoming Halving

Is the Bitcoin halving priced in?  If so, when did that happen?  Are all future bitcoin halvings priced in today?  I promise to come back to these questions, but first I’ll explore the idea of information and events being “priced … Continue reading

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Millennials and Crisis

(this is a repost of an essay I wrote in 2016, perhaps more relevant today.) Investors, This is going to be a very strange commentary, almost entirely sociological in nature. I think I’ve found a useful lens to explain a … Continue reading

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Thoughts on Cryptocurrency Lending

There’s two basic models, custodial and non-custodial. The vast majority of options are custodial, and that means a third party has your coins. This entails counterparty risk. What is a reasonable return to lend out your Bitcoin? Is 6% good? … Continue reading

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