PinnedThe Adjusted Market Cap and the Time Value of DilutionA simple framework for reconciling FDV, circulating market cap, and the introduction of discounted dilution in tokenomicsDec 22, 20231Dec 22, 20231
Covariance is Key for Digital AssetsA piece of the roadmap for digital assets amongst tradition asset managementJun 17Jun 17
RWAs Role in Algo Stablecoins: Insight into DAI & Looking Ahead to Aave’s GHORWAs are beginning to close the risk-free/low-risk gap between the digital and real world, now minimizing the intense cyclicality of…Dec 21, 2022Dec 21, 2022
Published inCoinmonksOwnership v. Representation: (semi)-permissioned?are assets being sold to on-chain investors representative of the assets, or the assets themselves?Nov 16, 2022Nov 16, 2022
Published inCoinmonksA Conversation with ‘San’ Alex, Uganda, Africa, & the WorldThe following is a conversation and interview with a at the time, pseudonymous twitter user and soon after turned friend. After scrolling…May 19, 2022May 19, 2022
Published inCoinmonksThe emerging link in digital and traditional finance, the Security Token.Globalized, Frictionless Ownership of Real World AssetsMar 3, 2022Mar 3, 2022
