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4 crypto investment theses
What 1.5 years in crypto market taught me about crypto's future
May 6
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Alex
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4 crypto investment theses
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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?
Apr 23
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Alex
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Grace Yu, bagholder myopia, and walking the decentralization walk
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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
Apr 21
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Alex
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The future of real-world-asset composability in the Gensler era
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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…
Apr 6
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Alex
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LUNC governance: Recommended changes to the LUNC L1 Task Force Budget (Q2)
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March 2023
The Vampire Squid Strikes Back
The Biden Admin's seizure of SEN (Silvergate Exchange Network) and SigNet killed the startup I joined 18 months ago, and also crypto's future in the…
Mar 20
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Alex
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The Vampire Squid Strikes Back
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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…
Jan 11
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Alex
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Parallel routes to a collateralized AFT
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LUNC Needs a Product Vision
What is LUNC's defining product? What is its product-market fit?
Jan 6
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Alex
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LUNC Needs a Product Vision
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Coming soon
This is Alex’s Substack, a newsletter about Crypto, DeFi, TMT.
Jan 1
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Alex
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Coming soon
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December 2022
When bad news is good news
Twitter: @4lex_4sh4w
Dec 21, 2022
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Alex
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When bad news is good news
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November 2022
Multisig: Material Updates
Twitter: @4lex_4sh4w_TR
Nov 10, 2022
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Alex
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Multisig: Material Updates
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October 2022
On Power and Partisanship Within Terra Classic
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Oct 19, 2022
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Alex
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On Power and Partisanship Within Terra Classic
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Alex / Ed / Max Proposal: “#USTN” Final version summary
Twitter: @4lex_4sh4w_TR
Oct 14, 2022
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Alex
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Alex / Ed / Max Proposal: “#USTN” Final version summary
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