Playing long term games
15 Mar 2024
Crypto markets serve as a reminder for how quickly things can change. Just a few months ago I wrote about navigating the silence across the industry as an investor. Crypto prices may have bottomed a little earlier in the year, but when I wrote the post in September it felt...
DeFi: a continuously optimising financial system
01 Mar 2024
Last week there was a public debate between Aave and Morpho, two DeFi lending protocols. Paul Frambot, the founder of Morpho, countered some of the claims made online by the Aave community with the following tweet:
So. Aave is attempting to prevent the growth of Morpho by introducing Merit, a...
Token supply caps
13 Feb 2024
Tokens represent a stake in decentralised networks and serve as a tool to align and incentivise network participants. Different networks can have different token designs. One of the main components of token design is the total token supply.
A lot of networks today opt for setting a fixed token supply...
The DeSci value chain
16 Jan 2024
The way I currently see it, the DeSci value chain can be broken down into 3 main parts: the funding of research, the execution of it and the publishing of results.
Funding
There are two main funding gaps across early stage scientific research today. The first is at the basic...
DeFi for everyone
24 Nov 2023
In just a few years DeFi has evolved into a parallel financial universe, handling billions of dollars of value. However, DeFi still has a limited user reach with its products primarily used by the same group of people.
There are several reasons for that.
For one, the products have been...