"You’ve probably heard of Compound. They built compound.finance on Ethereum which allows you to lend and earn interest on your ETH, DAI, USDC, and several other ERC20s."
Links to the best articles, videos and podcasts about Cryptoeconomics.
"A supply cap refers to a permanent limit on the number of units of a cryptocurrency (or coins) that can ever be created. Three areas of analysis are of interest: first, the enforcement of a supply cap, second, the economics of a cap and third, memetic considerations."
"A synthetic is a financial instrument that simulates other instruments. In other words, the risk/reward profile of any financial instrument can be simulated using a combination of other financial instruments."
"Summary. In this research insight, we deconstruct bitcoin’s performance during periods of macroeconomic uncertainty over the past decade, providing an analysis of historical correlations, market conditions, return clustering, and macro events."
"Having been both a startup founder and VC, I’ve studied and worked in a lot of markets. After a while, you learn how to “get up to speed” on a space, knowing how to go from little knowledge to very knowledgeable in a period of weeks or perhaps months. This is not possible in crypto today."
"I believe blockchain networks will change the fundamental paradigm of how businesses operate and that they will undermine the current mechanisms that the dominant tech companies of today use to sustain their competitive advantages."
"It’s not just that investors continue to pursue base layer protocols at insane valuations based on testnets or less, it’s that the innovation happening on Ethereum, including layers 2 and above, continue to fly well under the radar. And the disparity is growing."
"Identifying symptoms of the problem maybe, but as with most mainstream economists, the obvious question is never asked. Could the whole apparatus of central bank policy be the root cause of the problem rather than the ever-elusive solution?"
"This article discusses how the platform economy can be disrupted by DLTs."
"Public cryptonetworks have some unique features that put them in an ambiguous position vis-à-vis existing legal and administrative systems, especially governments."
"United States-based market research firm International Data Corporation (IDC) forecast that overall spending on the technology will reach $15.9 billion in 2023, at a five-year compound annual growth rate (CAGR) of 60.2% between 2018-2023."
"The Crypto Report aims to educate, inform and stimulate the creation of new ideas in our readers, as we cover four of the largest, most rapid-growing and technologically interesting cryptoassets in the industry."
"René Girard was a literary theorist, philosopher, and sociologist, who wrote about the nature of desire—among many other topics. His model of borrowed desire applies exceptionally well to financial bubbles. This paper explores the theory, with examples from the 19th, 20th, and 21st centuries."
"I’ve titled the series Gradually, Then Suddenly. As Hemingway penned the process of going bankrupt, it’s also the way that government-backed currencies hyper-inflate and often how people come to understand bitcoin (gradually, then suddenly)."
"Payments are networked and network effects favor the majority. The majority of the population is disinterested in matters of privacy, but private data is valuable. The result is that privacy-conscious individuals are robbed of agency through the indifference of the majority. This post explains how this dynamic can be reversed by leveraging the minority rule."
"The series is a culmination of historical accounts and interviews with a number of blockchain and crypto based game projects, sprinkled in with opinions on the current state of gaming."
" Since DeFi is still in the early days, this post covers where I think it is headed and some of the interesting possibilities that can come about. Please see my list of resources if you are looking to learn the basics of DeFi."