Category Archives: Cryptocurrency

“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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Some high level thoughts on cryptocurrency governance

This essay is an overview of some high level concepts in cryptocurrency governance, followed by some specific examples. Governance: Control and Power Governance is the process by which the members of a community or organization make decisions.  More than any … Continue reading

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