Ivan HonginThe 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.6 min read·Nov 22, 2023----
Ivan HonginThe Long ThesisThe White House is wrong about stablecoins. Here’s why.Written by Ivan Hong & Sherry Jiang13 min read·Mar 31, 2023----
Ivan Hong30 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…4 min read·Mar 19, 2023----
Ivan HonginThe 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…11 min read·Feb 24, 2023--1--1
Ivan HongFTX 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.3 min read·Nov 10, 2022----
Ivan HonginThe 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…7 min read·Aug 12, 2022----
Ivan HonginThe Long ThesisAbout UsWho we are, why we started, what we write about3 min read·Aug 12, 2022----
Ivan HongWhat the Nazis Can Teach Us About Fixing STEM EducationThe dark side of funny math problems.5 min read·Mar 21, 2022----
Ivan HonginCoinmonksWhat Problem Is Blockchain Solving?Singapore’s Central Bank Explains2 min read·Mar 5, 2022----