Letters
~/Letters
Ambitious
What's the most ambitious version of Universal?Read More →
Coinbase 2.0
DeFi is eating Coinbase. How will they reinvent themselves?Read More →
Multi-Chain Liquidity Roadmap
Roadmap for improving AMKT liquidity across chains.Read More →
Onchain-Traded Fund Endgame
What's at the end of the rabbithole?Read More →
Economic Security of a Polymarket Bet
Can it really resolve a $100M market autonomously?Read More →
Invariant Checks Gone Wrong
When I first learned about @brockjelmore's FREI-PI pattern, it broke my brain.Read More →
The Case for a Decentralized Index Fund
The First Index Investment Trust was introduced by Jack Bogle and The Vanguard Group in 1975.Read More →