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thewayofcode.com

Well researched take on the impact of US import tariffs on recent US prices

Memory as moat

Let the treasury wars begin

Building in public is good, but trading in public is quite bad I respect James Wynn’s optimism, and maybe things would have been different if his billion-dollar leveraged position wasn’t publicly viewable onchain for everyone to hunt his liquidation price Hence the value

This is pretty massive if you think about it Billions of dollars being distributed to creditors around the world from a bankrupt crypto exchange that had a $10 bln “hole” / illiquidity gap just 3 years ago Via a crypto exchange with banking rails

“…Under the hood, Orbital ticks are n-dimensional spherical caps.” Whoa

Huge development for true blockchain-based finance

Good energy on a day like this

This was probably the video that won him the NYC mayoral primary

Who’s building TSLA0?

Super thoughtful discussion on network states between Balaji and Jason. Funny enough, my favorite part is at 22:30 where Balaji refers to the micro-state San Marino as the “duck-billed platypus” for understanding San Marino as a missing evolutionary link to micro state

chat is this for real

As a side story to the synthetic vs "real" equity story, some folks are surprised by Robinhood's strict rules on tokenized stocks. But after many years in crypto, I've learned something: Adoption benefits from guardrails. The key is figuring out how to set the guardrails to

Back in April 2, 2011, $15,600 bought you 20,000 $BTC which is now worth $2.18B 14+ years of insane growth

Tom Lee pivoting to ETH bull as chairman of Bitmine (MSTR for ETH) is worth watching. His core ETH investment thesis is: 1. Stablecoins are the killer app of crypto and Ethereum is their foundation “It really started with stablecoins, which is the ChatGPT of crypto… viral

Good follow up research piece on Robinhood’s tokenized equities. This extract summarizes the promise of tokenization nicely: “Tokenized assets are inherently programmable, which unlocks more streamlined utility than their traditional counterparts can offer. For example, tokens

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