Les créanciers de Mt. Gox auraient été touchés par des tentatives de connexion infructueuses au milieu des remboursements CoinDesk
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Fork Chang – 4 raisons Cardano risque d’
The Strauss and Howe Generations Model
About a decade ago, I was introduced to the book “Generations” by Strauss and Howe. It’s a stylized social science model for interpreting and possibly predicting social/political/economic, and even military trends. While I put little confidence in the model itself (and wouldn’t bet on it maintaining predictive power in 60 years for example), the authors’ […]
Comparing and Contrasting: DeFi vs ICOs
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 differences. Similarities They reduce ETH circulating supply. Bullish for ETH […]
“Is it priced in?” – thoughts on valuin
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 in” in traditional asset classes. Pedantry Disclaimer: I oversimplify a bit in this essay, in […]
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 wide variety of emerging social/political/economic puzzles. Why do 70% of Americans think the country is […]