Fluff and Air #9 - Survival of the Topmost
IntroductionOne of the Old Adages of Investing goes something like:“It’s not about timing the market, but time in the market.”But being down -90% after diamond-handing those bags, how true is that really? Let’s find out if you’d actually made the right choice in thinking your bags were long term holds. Just a heads up: This article is for educational purposes only, and does not constitute financial or survival advice. The authors probably own a fair number of tickers mentioned in this article...
Fluff and Air #9 - Survival of the Topmost
IntroductionOne of the Old Adages of Investing goes something like:“It’s not about timing the market, but time in the market.”But being down -90% after diamond-handing those bags, how true is that really? Let’s find out if you’d actually made the right choice in thinking your bags were long term holds. Just a heads up: This article is for educational purposes only, and does not constitute financial or survival advice. The authors probably own a fair number of tickers mentioned in this article...
Fluff and Air #8 - New Tokens for New Job
IntroductionI like hard assets and I cannot lie.We’ve all seen our fair share of tokens with price charts that go down only. Most of that is vapourware evaporating, sure, but it also happens to legit projects that have poorly designed incentive mechanisms. It’s common for a project to reserve a sizeable chunk of the token supply to reward stakers or lockers, or have an uncapped token supply with tail inflation to make sure the protocol can pay for things like validators or liquidity mining or...
Fluff and Air #8 - New Tokens for New Job
IntroductionI like hard assets and I cannot lie.We’ve all seen our fair share of tokens with price charts that go down only. Most of that is vapourware evaporating, sure, but it also happens to legit projects that have poorly designed incentive mechanisms. It’s common for a project to reserve a sizeable chunk of the token supply to reward stakers or lockers, or have an uncapped token supply with tail inflation to make sure the protocol can pay for things like validators or liquidity mining or...
Fluff and Air #7 - Welcome to Native Yield Chain
The ProblemIn a multichain world, assets would also be multichain (duh!). That means assets will have to be bridged around. When a bridge mints you a receipt token on your destination chain, that’s in fact just a receipt, the real token is still sitting locked (and idle) inside the bridge contract of the origin chain. This is all fine and dandy, until one realizes… “Wait, why are the assets just sitting in the bridge, when they could be put to use somewhere to earn some yields!” Indeed, Proof...
Fluff and Air #7 - Welcome to Native Yield Chain
The ProblemIn a multichain world, assets would also be multichain (duh!). That means assets will have to be bridged around. When a bridge mints you a receipt token on your destination chain, that’s in fact just a receipt, the real token is still sitting locked (and idle) inside the bridge contract of the origin chain. This is all fine and dandy, until one realizes… “Wait, why are the assets just sitting in the bridge, when they could be put to use somewhere to earn some yields!” Indeed, Proof...
Fluff and Air #6 - Dam! What a view
Welcome to the sixth edition of Fluff and Air, a recurring publication by 0xcarnation and ct_zpy. Today we’re thinking through what the flow of value might look like in the multi-chain future, and whether it’s possible to capture the value of these flows. Just a heads up: This article is for educational purposes only, and does not constitute financial or dam construction advice. We probably hold some of the tokens mentioned here. From our previous article, we suggested that looking at liquidi...
Fluff and Air #6 - Dam! What a view
Welcome to the sixth edition of Fluff and Air, a recurring publication by 0xcarnation and ct_zpy. Today we’re thinking through what the flow of value might look like in the multi-chain future, and whether it’s possible to capture the value of these flows. Just a heads up: This article is for educational purposes only, and does not constitute financial or dam construction advice. We probably hold some of the tokens mentioned here. From our previous article, we suggested that looking at liquidi...
Fluff and Air #5 - World after Wire-fraud
Welcome to the fifth edition of Fluff and Air, a recurring publication by 0xcarnation and ct_zpy. Today we’re looking at what happened to liquidity across all our chains when people committed wire-fraud (allegedly) from the Bahamas. Just a heads up: This post is just for education, and this post is not financial nor criminological advice. We may hold tokens of some of the projects mentioned here. After a certain effective altruist tested the solvency of several major CEXes and on-chain ecosys...
Fluff and Air #5 - World after Wire-fraud
Welcome to the fifth edition of Fluff and Air, a recurring publication by 0xcarnation and ct_zpy. Today we’re looking at what happened to liquidity across all our chains when people committed wire-fraud (allegedly) from the Bahamas. Just a heads up: This post is just for education, and this post is not financial nor criminological advice. We may hold tokens of some of the projects mentioned here. After a certain effective altruist tested the solvency of several major CEXes and on-chain ecosys...
