A very degenerate thesis
This article is from Knower substack, which shares a lot of alphas and insights. If you like the post, please give him a visit and spread the word. “How to succeed in an unconventional way that might also rob you of your humanity”IntroductionAre you prepared to spend the next six months browsing Twitter and Discord for 18 hours a day? Are you ready to lose your mind and whatever’s left of your humanity rotating 10 times a week trying to 10,000x your portfolio? No need to say anything, I’m gla...
A very degenerate thesis
This article is from Knower substack, which shares a lot of alphas and insights. If you like the post, please give him a visit and spread the word. “How to succeed in an unconventional way that might also rob you of your humanity”IntroductionAre you prepared to spend the next six months browsing Twitter and Discord for 18 hours a day? Are you ready to lose your mind and whatever’s left of your humanity rotating 10 times a week trying to 10,000x your portfolio? No need to say anything, I’m gla...
A reflection on markets
This article is from Knower substack, which shares a lot of alphas and insights. If you like the post, please give him a visit and spread the word. Why, oh why won’t the coins just go up in a parabolic fashion and send all our net worths to Valhalla? The crypto market has seen a lot of choppiness / crabbish behavior as of late. 5% up, another 5% down, 10% down, another 3% up, ad infinitum. This isn’t healthy. And no, I’m not saying this isn’t healthy for a market. These type of movements aren...
A reflection on markets
This article is from Knower substack, which shares a lot of alphas and insights. If you like the post, please give him a visit and spread the word. Why, oh why won’t the coins just go up in a parabolic fashion and send all our net worths to Valhalla? The crypto market has seen a lot of choppiness / crabbish behavior as of late. 5% up, another 5% down, 10% down, another 3% up, ad infinitum. This isn’t healthy. And no, I’m not saying this isn’t healthy for a market. These type of movements aren...
The mythos of Curve Finance
This article is from Knower substack, which shares a lot of alphas and insights. If you like the post, please give him a visit and spread the word. An intro to Curve Wars and how it might change the landscape of crypto - foreverA lengthy introduction and backstoryThere is a lot of ground to cover. I am no expert. I’ve said before that crypto is still a Wild West, no matter what your favorite influencers try and say. The story that I’m sharing with you is one that should absolutely reaffirm th...
The mythos of Curve Finance
This article is from Knower substack, which shares a lot of alphas and insights. If you like the post, please give him a visit and spread the word. An intro to Curve Wars and how it might change the landscape of crypto - foreverA lengthy introduction and backstoryThere is a lot of ground to cover. I am no expert. I’ve said before that crypto is still a Wild West, no matter what your favorite influencers try and say. The story that I’m sharing with you is one that should absolutely reaffirm th...
The holy trinity of L2 scaling
This aritcles is from knower which contains a lot of insights, if you find this post helpful, please give him a follow. Exponential scaling + low fees = tokens go upIntroductionIn the beginning, Vitalik Buterin created Ethereum and a token to go with it. Eventually, everyone started using Ethereum. Using it too much. Using Ethereum so much that it became unusable for the vast majority of market participants*.* Due to its high transaction costs, Ethereum became a bit of a rich man’s game, thro...
The holy trinity of L2 scaling
This aritcles is from knower which contains a lot of insights, if you find this post helpful, please give him a follow. Exponential scaling + low fees = tokens go upIntroductionIn the beginning, Vitalik Buterin created Ethereum and a token to go with it. Eventually, everyone started using Ethereum. Using it too much. Using Ethereum so much that it became unusable for the vast majority of market participants*.* Due to its high transaction costs, Ethereum became a bit of a rich man’s game, thro...
The chaos of DeFi
This article is from Knower substack, who share a lot of alphas and insights. If you like the post, please give him a visit and spread the word. “Wild, wild, wild, wild west & how to navigate it”What the hell is a ‘DeFi’?I hardly know anything. I don’t go to a top university & I’m not a shadowy super coder. I won’t even try and pretend I know a more than above average amount about crypto (despite what my username might make you think). DeFi is complicated, and it’s okay if you don’t understan...
The chaos of DeFi
This article is from Knower substack, who share a lot of alphas and insights. If you like the post, please give him a visit and spread the word. “Wild, wild, wild, wild west & how to navigate it”What the hell is a ‘DeFi’?I hardly know anything. I don’t go to a top university & I’m not a shadowy super coder. I won’t even try and pretend I know a more than above average amount about crypto (despite what my username might make you think). DeFi is complicated, and it’s okay if you don’t understan...
