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4 crypto investment theses
What 1.5 years in crypto market taught me about crypto's future
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Alex
6
April 2023
Grace Yu, bagholder myopia, and walking the decentralization walk
Few communities virtue-signal as loudly as ATOM does re: ancap decentralization. So, why won't ATOM put its money where its mouth is?
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Alex
The future of real-world-asset composability in the Gensler era
Product lessons RWA builders should take away from the last 12 months as they adapt to 2023's regulatory setbacks
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Alex
LUNC governance: Recommended changes to the LUNC L1 Task Force Budget (Q2)
LuncBurnArmy posted a budget request to the Luna Classic community which seems poised to either be denied, or pass so narrowly that it seriously…
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Alex
10
March 2023
January 2023
Parallel routes to a collateralized AFT
Parallel-processing multiple proofs of concept is the only realistic way for LUNC holders to rally around a new (or not so new) 'Algorithmic Fungible…
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Alex
6
LUNC Needs a Product Vision
What is LUNC's defining product? What is its product-market fit?
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Alex
1
Coming soon
This is Alex’s Substack, a newsletter about Crypto, DeFi, TMT.
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Alex
December 2022
When bad news is good news
Twitter: @4lex_4sh4w
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Alex
November 2022
Multisig: Material Updates
Twitter: @4lex_4sh4w_TR
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Alex
October 2022
On Power and Partisanship Within Terra Classic
Twitter: @4lex_4sh4w_TR
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Alex
Alex / Ed / Max Proposal: “#USTN” Final version summary
Twitter: @4lex_4sh4w_TR
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Alex
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