Commerce everywhere

Over the past weeks I’ve been spending more time on Farcaster, the web3 social network. One of the unique features of Farcaster as opposed to incumbent social networks like Twitter is its composability. Web3 platforms like Farcaster are composable, which means that anyone can build applications and experiences on…

Progress

Arsenal lost to Bayern Munich in the quarter finals of Champions League the other night. Immediately after the loss, some were quick to label Arsenal’s season a failure and question whether Mikel Arteta, the manager, was making enough progress with the club. Since Arteta took over in late 2019,…

Unlocking Bitcoin

Bitcoin, the oldest and most valuable crypto network, is experiencing a renaissance. Over the past few months there’s been a public market rally of the Bitcoin network’s native token, BTC, and the release of the first BTC spot ETF, which has been the fastest growing ETF in history.…

Playing long term games

Crypto markets serve as a reminder for how quickly things can change. Just a few months ago I wrote about navigating the silence across the industry as an investor. Crypto prices may have bottomed a little earlier in the year, but when I wrote the post in September it felt…

DeFi: a continuously optimising financial system

Last week there was a public debate between Aave and Morpho, two DeFi lending protocols. Paul Frambot, the founder of Morpho, countered some of the claims made online by the Aave community with the following tweet: So. Aave is attempting to prevent the growth of Morpho by introducing Merit, a…

Token supply caps

Tokens represent a stake in decentralised networks and serve as a tool to align and incentivise network participants. Different networks can have different token designs. One of the main components of token design is the total token supply. A lot of networks today opt for setting a fixed token supply…

The DeSci value chain

The way I currently see it, the DeSci value chain can be broken down into 3 main parts: the funding of research, the execution of it and the publishing of results. Funding There are two main funding gaps across early stage scientific research today. The first is at the basic…

DeFi for everyone

In just a few years DeFi has evolved into a parallel financial universe, handling billions of dollars of value. However, DeFi still has a limited user reach with its products primarily used by the same group of people. There are several reasons for that. For one, the products have been…