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PoS Governance evolved: the urgent need for a Reddit-ized governance UI linked to staked tokens
The current Proof-of-stake governance system (validators, Twitter/Youtube influencers and delegators) creates echo chambers, not robust governance…
Sep 19
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Alex
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PoS Governance evolved: the urgent need for a Reddit-ized governance UI linked to staked tokens
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Guerrilla infrastructure
Web3's oldest product remains its most compelling PMF. Why does nobody invest in it anymore?
Sep 3
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Alex
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Guerrilla infrastructure
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August 2023
When (if ever) is blockchain-state manipulation justified?
Pretty much never--unless, as in the case of USTC, you are burdened with an otherwise-unpayable debt.
Aug 4
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Alex
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When (if ever) is blockchain-state manipulation justified?
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July 2023
What's with Binance's "BNB burns"?
Binance BNB burns are just cleverly disguised insider selling.
Jul 24
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Alex
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What's with Binance's "BNB burns"?
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Binance: Wargaming Doomsday
What's the worst the DOJ could do to Binance?
Jul 11
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Alex
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Binance: Wargaming Doomsday
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May 2023
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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