Published inThe Long ThesisTech is not a defensible moatPick your buzzword of choice: AI, blockchain, fintech: we debunk the assumption that better tech is a competitive moat.Nov 22, 2023Nov 22, 2023
Published inThe Long ThesisThe White House is wrong about stablecoins. Here’s why.Written by Ivan Hong & Sherry JiangMar 31, 2023Mar 31, 2023
30 years: A reflectionThree decades. Not even a blink of an eye on the cosmic scale of time. Yet it feels like so much has happened since I entered this game of…Mar 19, 2023Mar 19, 2023
Published inThe Long ThesisThe BUSD Bust — Are Stablecoins Dead?The latest shocking news in cryptoland comes from the SEC serving a Wells Notice (read: threat to sue) to Paxos, the issuer of the popular…Feb 24, 20231Feb 24, 20231
FTX Collapse: Shocked? You Shouldn’t Be.We are saddened, but not shocked. It is a familiar pattern — the latest in a long line of collapsed centralized finance institutions.Nov 10, 2022Nov 10, 2022
Published inThe Long ThesisLong Thesis #1: Stablecoins Are The Future of Money (Part 1/2)The crisis of confidence in stablecoins in the wake of Terra’s collapse does not mean that they are a fundamentally worthless idea, or…Aug 12, 2022Aug 12, 2022
Published inThe Long ThesisAbout UsWho we are, why we started, what we write aboutAug 12, 2022Aug 12, 2022
What the Nazis Can Teach Us About Fixing STEM EducationThe dark side of funny math problems.Mar 21, 2022Mar 21, 2022
Published inCoinmonksWhat Problem Is Blockchain Solving?Singapore’s Central Bank ExplainsMar 5, 2022Mar 5, 2022
