New launches (part 1) - private capture, phantom pricing
Welcome friends, been a while.
Cobie
Cobie: thoughts on crypto, money, markets, life, whatever
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Dormant Last read · last published · next check
Read 11 days ago and current, but nothing has been published for 2 years.
Latest episodes
Staking, pegging and other stuff
This will be short and I didn’t proof-read it so I’m sorry in advance for the plentiful errors.
ApeCoin & the death of staking
Recently, I was contacted by a member of the board of ApeCoin, which is the BAYC token’s equivalent of a board of directors I guess.
Incentives structures
I ended the last post, (3,3), with this:
(3,3)
One overriding sentiment of the last year or so has been “the evil VCs have an unfair advantage, they are dumping on us”.
Wtf is web3
Web3 has been a very fashionable term this year, mostly for the alt-finance cartoon characters and tech world’s ultrasophisticated twitter-thread authors.
Probabilistic thinking
New entrants in the crypto community look to crypto “veterans” hoping for near-deterministic directional insight into these perplexing markets.
Tokens in the attention economy
People talk a lot about scarcity in crypto.
Trading the metagame
Participating in crypto markets during the thrill stages of a bull-run is isomorphically more similar to playing a modern video game than it is to investing.
On the meme of market caps & unlocks
Some thoughts on market caps, valuations, tokenomics and unlocks.