blog/
115 pages · Updated July 19, 2026
Pages
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- FOAM Thesis — Placeholder
- Thin Applications — Placeholder
- Sovereign Cryptonetworks — Placeholder
- Zcash's Network Upgrade 4: The Final Stretch of Decisions — Placeholder
- A Superior Financial System — Placeholder
- Stop Burning Tokens – Buyback and Make Instead — Placeholder
- Can one hear the shape of a CFMM? (Part 1) — Placeholder
- Fire before Growth: The Likely Fate of Ethereum Killers — Placeholder
- Aragon (ANT) Economics — Placeholder
- Combined Metrics for Tracking Smart Contract Networks — Placeholder
- Aragon DAOs — Placeholder
- Systemic Risk Mitigation in DeFi — Placeholder
- Revisiting L1 Tokens as Money: A Critique of ‘Monetary Premium’ — Placeholder
- Ten Theses on Decentralized Network Governance — Placeholder
- How To Think About Value — Placeholder
- Erasure Thesis — Placeholder
- The Great Automaton — Placeholder
- Decred Thesis — Placeholder
- Scaling Ethereum with zkSync — Placeholder
- Protocols as Minimally Extractive Coordinators — Placeholder
- mario — Placeholder Blog — Placeholder
- The Cryptoeconomic Circle — Placeholder
- Alex — Placeholder Blog — Placeholder
- Onchain Finance is Thriving; What’s Next? — Placeholder
- Portfolio — Placeholder Blog — Placeholder
- Leveling the Stakes on Solana — Placeholder
- Maker Thesis — Placeholder
- Magic Authentication — Placeholder
- Internet Financial System: Infinity Exchange and Beyond — Placeholder
- Isomorphism in DAO Governance — Placeholder
- joel — Placeholder Blog — Placeholder
- Cryptonetwork Governance as Capital — Placeholder
- Stable Coins, Stable Growth — Placeholder
- DeFi Liquidity Models — Placeholder
- Balancer Thesis — Placeholder
- How Much Does a Crypto-Vote Cost? — Placeholder
- Rollups as Virtual Blockchains in The Modular Era — Placeholder
- Zcash Thesis — Placeholder
- Saga: Open Blockspace for the Multiverse — Placeholder
- Crypto Hedge Funds Vs. Venture Funds — Placeholder
- Web vs. Crypto Service Models — Placeholder
- Funding Cryptonetworks — Placeholder
- Is it time to Move beyond Solidity? — Placeholder
- Thesis — Placeholder Blog — Placeholder
- The Original Sin — Placeholder
- Gyroscope Thesis — Placeholder
- Element Thesis — Placeholder
- Institutionalization = Network Success — Placeholder
- ideas — Placeholder Blog — Placeholder
- Ethereum and The Seven Dwarfs — Placeholder
- 3Box Thesis — Placeholder
- Ideas — Placeholder Blog — Placeholder
- Zerion — Placeholder
- The Defensibility of Middleware Protocols — Placeholder
- Thoughts — Placeholder Blog — Placeholder
- chris — Placeholder Blog — Placeholder
- Research — Placeholder Blog — Placeholder
- Investment Thesis Summary — Placeholder
- Risk Management in MakerDAO — Placeholder
- Proof of Liquidity — Placeholder
- Eclipse: the Best of Solana, Ethereum, and Celestia — Placeholder
- The Nouriel in All of Us — Placeholder
- Theory Follows Price, Price Follows Theory — Placeholder
- Information Technology Market Cycles (A Brief History) — Placeholder
- Cryptoassets: Flow & Reflexivity — Placeholder
- Resource Distribution and Power Dynamics in Decentralized Networks — Placeholder
- AI Belongs Onchain — Placeholder
- Across Thesis — Placeholder
- Cryptonetworks are not Companies — Placeholder
- Moving on from FTX — Placeholder
- Productive Capital in Cryptonetworks — Placeholder
- Ethereum and Solana — Placeholder
- Maker Network Overview — Placeholder
- Mario Laul — Placeholder
- A Visual Guide to Sequencing Mechanisms — Placeholder
- Value Capture and Quantification: Cryptocapital vs Cryptocommodities — Placeholder
- Blockchains are Bureaucracies par Excellence — Placeholder
- The Full Circle Hypothesis — Placeholder
- Progressive Compliance — Placeholder
- Resources, Governance, and Legitimacy in Zcash's 2020 Network Upgrade — Placeholder
- The Cryptopreneur’s Dilemma — Placeholder
- Cryptonetworks and Governments — Placeholder
- David and Goliath: How Web3 Can Compete in AI — Placeholder
- The Bookkeeping View of Money — Placeholder
- Placeholder is Hiring an Analyst — Placeholder
- Middlemachines — Placeholder
- When Does the Tail Wag the Dog? Curvature and Market Making — Placeholder
- The DeFi Déjà Vu — Placeholder
- Mario — Placeholder Blog — Placeholder
- On Autonomous Software — Placeholder
- Liquidity Provider Returns in Geometric Mean Markets — Placeholder
- Why Stake When You Can Borrow? — Placeholder
- FOSS Governance and Blockchain Networks — Placeholder
- Institutional Participation in Token-Weighted Network Governance — Placeholder
- Chris — Placeholder Blog — Placeholder
- Optimal Fees for Geometric Mean Market Makers — Placeholder
- How Crypto Is Shaping the Digital Revolution — Placeholder
- A Note on Privacy in Constant Function Market Makers — Placeholder
- Replicating Market Makers — Placeholder
- Introducing Gurnoor Singh Narula — Placeholder
- alex — Placeholder Blog — Placeholder
- Joel — Placeholder Blog — Placeholder
- thesis — Placeholder Blog — Placeholder
- Introducing the Sequencing Value Accrual Simulator — Placeholder
- brad — Placeholder Blog — Placeholder
- Ethereum — Placeholder Blog — Placeholder
- ETH — Placeholder Blog — Placeholder
- smart contracts — Placeholder Blog — Placeholder
- research — Placeholder Blog — Placeholder
- analysis — Placeholder Blog — Placeholder
- market — Placeholder Blog — Placeholder
- Placeholder Blog — Placeholder
- Re-Decentralizing Git with Radicle 🌱 — Placeholder