We like to use this as a place to reflect on big ideas and frameworks for thinking. No transient "here's what happened" news updates, not what to think, but ways to think about things. Almost all the content will be evergreen.
Here are some good pieces to start with:
- Crypto Lending: DeFi Needs A Yield Curve
- Why Would Anyone Buy Negative-Yield Bonds?
- The Future of DeFi Rests on the Word “Solely”
- How is the Russian Rouble the Best-Performing Currency of 2022?
- Investment Go Up > Number Go Up. How to Assess Dilution and Impermanent Loss.
- DeFi Hack, Trading Strategy, or Short Squeeze? A Logical Framework
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