Infinex 2026
Infinex was founded in 2023 with a simple mission: to solve onchain user experience. We figured it would take a few months before we declared victory, given no one had ever attempted to solve Crypto UX before. How hard could it be?
Infinex 2026
Infinex was founded in 2023 with a simple mission: to solve onchain user experience. We figured it would take a few months before we declared victory, given no one had ever attempted to solve Crypto UX before. How hard could it be?
Sonar
The INX TGE is almost upon us. And therefore so is our Sonar sale. Sale Pricing and MechanicsThe ICO meta is back. I believe ICOs are far better than airdrops, which leak value all over the place. This will test whether I am right. That said, Mafiosos gotta feed their families, or at least deliver them cigarettes, so we have made concessions to CT via Craterun. The key to Sonar is pricing; if you price too high, no one will be interested. There are a few ways to price a pre-launch...
Sonar
The INX TGE is almost upon us. And therefore so is our Sonar sale. Sale Pricing and MechanicsThe ICO meta is back. I believe ICOs are far better than airdrops, which leak value all over the place. This will test whether I am right. That said, Mafiosos gotta feed their families, or at least deliver them cigarettes, so we have made concessions to CT via Craterun. The key to Sonar is pricing; if you price too high, no one will be interested. There are a few ways to price a pre-launch...
And the rivers shall run red...
We promised ye bot slaughter and bot slaughter ye shall have.
And the rivers shall run red...
We promised ye bot slaughter and bot slaughter ye shall have.
Infinex is Inevitable
It is almost time for the Infinex TGE.
TGE Death March
The death march to TGE has begun. It has taken time, but we are finally within sight of the starting line. TGE is a critical time for any project, but because of our Patron sale, we have been able to time ours for when we were confident the product would be ready to break out. The launch of the Infinex token will drive significantly more attention and awareness to the platform
TGE Death March
The death march to TGE has begun. It has taken time, but we are finally within sight of the starting line. TGE is a critical time for any project, but because of our Patron sale, we have been able to time ours for when we were confident the product would be ready to break out. The launch of the Infinex token will drive significantly more attention and awareness to the platform
The Superapp Thesis
IntroductionAfter many years of futile meming, the revenue meta has broken out. We can thank Hyperliquid for this. In 2021, a few DeFi enjoyoooors tried to meme the “real revenue” meta into existence, but outside a handful of projects, onchain activity and revenue were insufficient for this new meta to be sustainable. Then, the bear hit in 2022. The other reason the revenue meta never caught on was that projects that did have meaningful revenue either didn't have a token or their token w...
The Superapp Thesis
IntroductionAfter many years of futile meming, the revenue meta has broken out. We can thank Hyperliquid for this. In 2021, a few DeFi enjoyoooors tried to meme the “real revenue” meta into existence, but outside a handful of projects, onchain activity and revenue were insufficient for this new meta to be sustainable. Then, the bear hit in 2022. The other reason the revenue meta never caught on was that projects that did have meaningful revenue either didn't have a token or their token w...
A New Scoreboard Appears
I love a good scoreboard, not only because I enjoy competing, but also because it reveals a great deal about the people it is scoring. Crypto has had many scoreboards over the years, some of which I've spoken about. I won't rehash all the historical details, but let's revisit one example: the L2beat TVL scoreboard. For several years, this was THE determining factor for which Layer 2 was "winning." Why was this the scoreboard? Total Value Locked (TVL) is a somewhat nonsensical m...
A New Scoreboard Appears
I love a good scoreboard, not only because I enjoy competing, but also because it reveals a great deal about the people it is scoring. Crypto has had many scoreboards over the years, some of which I've spoken about. I won't rehash all the historical details, but let's revisit one example: the L2beat TVL scoreboard. For several years, this was THE determining factor for which Layer 2 was "winning." Why was this the scoreboard? Total Value Locked (TVL) is a somewhat nonsensical m...
sUSD, the Repeggening
Historical ContextSince Synthetix launched, every SNX staker who minted sUSD has been responsible for their share of the collective protocol debt. While managing debt was never easy, it was initially easier since it only involved spot-price hedging of ETH and BTC. As the protocol evolved, debt hedging needed to cover a complex of inverse tokens, options, wrappers, and derivatives. At some point on this path, hedging debt became impossible. But even ignoring hedging price exposure, other unant...
sUSD, the Repeggening
Historical ContextSince Synthetix launched, every SNX staker who minted sUSD has been responsible for their share of the collective protocol debt. While managing debt was never easy, it was initially easier since it only involved spot-price hedging of ETH and BTC. As the protocol evolved, debt hedging needed to cover a complex of inverse tokens, options, wrappers, and derivatives. At some point on this path, hedging debt became impossible. But even ignoring hedging price exposure, other unant...
Orchestration is the Key
IntroductionThere are three phases to a user action in crypto.DiscoveryIntentOrchestrationOK, maybe four…profit (rip)Intent has been discussed at length on the timeline, but discovery and orchestration have received far less attention. The key insight this year at Infinex is that orchestration is how we improve the crypto experience. There is a feedback loop between orchestration and discovery. A platform can’t allow the user to discover something it cannot orchestrate, or it will create user...
Orchestration is the Key
IntroductionThere are three phases to a user action in crypto.DiscoveryIntentOrchestrationOK, maybe four…profit (rip)Intent has been discussed at length on the timeline, but discovery and orchestration have received far less attention. The key insight this year at Infinex is that orchestration is how we improve the crypto experience. There is a feedback loop between orchestration and discovery. A platform can’t allow the user to discover something it cannot orchestrate, or it will create user...
SNX Renaissance
A new directionThis post will outline a new direction for Synthetix. Last year, I realised Synthetix was making progress following the governance overhaul, but a more radical change was needed to return to greatness. So, I wrote SIP-420. The 420 pool is now open for pre-deposits. I believe 420 is the best chance for Synthetix to leverage its strengths and carve out a place in modern DeFi. This post marks the start of my campaign to win back the hearts and minds of the SNX community and, soon,...
SNX Renaissance
A new directionThis post will outline a new direction for Synthetix. Last year, I realised Synthetix was making progress following the governance overhaul, but a more radical change was needed to return to greatness. So, I wrote SIP-420. The 420 pool is now open for pre-deposits. I believe 420 is the best chance for Synthetix to leverage its strengths and carve out a place in modern DeFi. This post marks the start of my campaign to win back the hearts and minds of the SNX community and, soon,...
