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…

Bellingcat and the importance of Open Source Intelligence (OSINT)

I just finished the book We are Bellingcat, which documents the origins and work of the investigative journalism group Bellingcat. Bellingcat, a name derived from the fable Belling the Cat, is notable for relying almost exclusively on open source materials such as social media content, satellite imagery, maps and other…

Comfort in silence

It feels like we’ve arrived at the quietest point of the crypto bear market. After 18 months of high octane drama it’s now comparatively silent. There’s no good news or bad news, just no news. This is arguably the most challenging stage of the market cycle to…