Opportunities for blockchains across the games value chain A friend asked me what crypto thing he should build in the games ecosystem so I analyzed the layers of the games value chain to come up with a framework to think about the problem
Should everybody just work on Bitcoin? How should we think about overall resource allocation if we are prioritizing total growth of cryptocurrencies? Startup culture suggests lots of entrepreneurs building lots of competing companies. Is it the opposite in crypto?
Lessons from the clean energy bubble While crypto is often compared to the dotcom era, perhaps the clean energy bubble is a closer comparison. Which companies will end up like Solyndra and which companies will end up like Tesla?
Do open in-game economies make games less fun? In-game economies are mostly closed and broken. Would they be more fun if they allowed more real-world money trading? Mostly no.
More censorship is good for Bitcoin adoption The benefits of blockchains are largely invisible to end-users, but a string of recent high-profile cases of censorship and surveillance have made them more salient to some groups.
Reason only sometimes leads to rationality When and why do we change our minds? Why do people construct seemingly senseless arguments (and appear to actually believe them)? A quick exploration on the relationship between reason and rationality.
Making sense of crypto (and more) with 8 frameworks from 2018 Eight frameworks I've created over the year to better understand users, price, strategy, and more in crypto.
Growth is not price Price volatility distracts from achieving real growth. Do crypto projects need to attract ethos-agnostic users to grow?
Katherine Wu on regulation in crypto, and the cost of grey areas I interviewed Katherine Wu about regulation in crypto. We covered ShapeShift, 1broker, and the cost of regulatory grey areas.
Fiatcoins want to be aggregators, aggregators centralize power Issuers of fiatcoins stand to become aggregators amidst a technological and societal revolution focused on disintermediating aggregators.
How can Bitcoin stabilize if it's a Keynesian Beauty Contest? Bitcoin price can be described as a Keynsesian Beauty Contest. Do such contests ever stabilize? And if so, will Bitcoin? Thoughts on Keynesian Beauty Contests, Nash equilibriums, and valuing cryptoassets.
