Three stories to contextualize collecting What motivates collecting? What does it mean for crypto collectibles? I try to contextualize collecting behavior with three personal stories.
Not all fees are rents Fees are not the same as economic rents, though they are often conflated when discussing crypto.
How to make decisions: lessons from Binance and Coinbase What can we learn about decision making from CZ, CEO of Binance, and Brian Armstrong, CEO of Coinbase?
Fear of crypto copycats Copying is rampant in crypto. Is there any way for a team to defend against copying competitors with deeper pockets and better distribution?
Being better than your resume People keep telling me they’ll leave to do the thing they’re actually interested in once they’ve hit their next milestone at the job they don’t like. What’s the hidden cost of that decision?
Sound digital goods If bitcoin is a promise for sound money, non-fungible tokens are a promise for sound digital goods, an opportunity of the same multi-trillion dollar magnitude.
Doubts about interoperable smart contracts or, the case for network effects in smart contract protocols Many have argued that interoperability will lead to the commoditization of smart contract platforms. I disagree and make the case for smart contract platforms having network effects.
Blockchain user adoption, three ways In his Deconomy 2018 talk, Vitalik flashed a slide with a curve representing adoption of blockchain technology. In this post, I apply this curve three ways to describe possible scenarios for blockchain adoption.
Listening tours for product managers A listening tour is a collection of one-on-one meetings designed to initiate a PM into a new organization. It should be the top priority for any new PM and if ignored, can cause irreperable damage.
Could crypto collectibles be worth trillions? How do you price a crypto collectible? Given liquidity- and trust- premiums, could the TAM reach trillions?
Disaggregation Theory: where does value accrue in the decentralized web? Can Aggregation and the Smiling Curve help us predict where value accrues in the decentralized web? What are the implications?
Telegram's design tailwind With trust in large tech companies cratering, what is going right for Telegram? How does a game design framework for building friendships help explain some of Telegram's success?
