on the blockchain

MetaFi: DeFi for the metaverse.

A really interesting read from Outlier Ventures: “We believe the next phase of growth in the evolution of DeFi will come not from better integration into the existing financial system, more regulation or real world assets and CeFi but instead […]

on the blockchain

Crypto theses for 2022.

I finally got around to reading the annual tome from Messari’s Ryan Selkis. It is an incredible snapshot of what’s going on in the ecosystem. He does not shy away from making predictions (and drilling into SEC Chair Gary Gensler. | learn […]

big ideas

Batteries and the new lithium gold rush.

This is a theme I’ve been following since last year. Most batteries, especially vehicle batteries, rely on Lithium. In the near-term, there isn’t enough supply. For reference, the spot price is up 5x YoY, and about 30% in the past […]

under the microscope

Book review: Life’s Edge.

“From the begin­ning we are intro­duced to a mena­gerie that perches in the gray area bet­ween alive and not-alive: creatures like tardi­grades and nema­todes that can re­emerge from crypto­biosis with the touch of water, pythons whose basal meta­bolic rates can […]

better doing

Trying too hard.

A very good keynote speech from Dean Williams of Batterymarch Financial Management. “Confidence in a forecast rises with the amount of information that goes into it. But the accuracy of the forecast stays the same.” | learn more