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Crypto Clarity
Investigating crypto through the eyes of a seasoned hedge fund analyst. First principles approach to understanding and investing in crypto. All signal, no noise.
Dormant Last read · last published · next check
Read 6 days ago and current, but nothing has been published for 3 years.
Latest posts
A Little Bit About...
A Q&A with me
Valuation Multiples: What are they good for?
Do Ethereum valuation metrics matter?
The Fully Diluted Fallacy
FDV doesn’t make sense
Token Value Creation
Funnels into one thing
Ripple Caused A Tidal Wave
Implications from the Ripple Summary Judgment
Ethereum Q2'23: State of the Network
10Q filling for Ethereum
W(E)TF
Implications of a spot BTC ETF
Crypto Fundamentals Don't Matter...or do they?
A discussion on crypto fundamental analysis
SEC Drops the Hammer
Making sense of the SEC cases against Binance and Coinbase