Published inAVentures·May 3, 2022An Avalanche of DeFi: Struct.fi and PollenStruct.fi — Fixed rates and structured products Arrow’s options will be useful for many trading and investing strategies that are already in use on Ethereum and in TradFi. StakeDAO, which is already on Avalanche, and Ribbon are the major players in covered call and put writing strategies. But there are other structured products that can be created…Avalanche6 min readAvalanche6 min read
Published inAVentures·Apr 27, 2022An Avalanche of DeFi: Arrow MarketsJust because there is an apparent gap in the Avalanche DeFi ecosystem, does not mean that just anybody can fill it, or even that it needs to be filled. Of course, the opposite is also true. Just because there are already competitors in a space does not mean that a…6 min read6 min read
Published inAVentures·Mar 31, 2022An Avalanche of DeFi, Part IIAVenturesDAO in action, and the adventures of Dexalot — Hopefully you’ve made it through Part 1 of the AVentures take on DeFi, and have been waiting patiently for Part 2 of my deep dive. In Part 1, I covered the evolution of DeFi primitives on Ethereum and Avalanche, and where the ecosystem now stands with respect to token trading…Defi11 min readDefi11 min read
Published inAVentures·Mar 11, 2022An Avalanche of DeFiAvalanche has become one of the top layer 1 blockchains for decentralized finance (DeFi) on the back of its compatibility with Ethereum, strong native token incentives for blue chip projects, and a vibrant VC, incubator and launchpad ecosystem. AventuresDAO is proud to be one of the many supporters of Avalanche…Defi12 min readDefi12 min read
Published inCosmic Cartel / Members of TheBøringDAO·Mar 3, 2022Finance, but DecentralizedA DeFi investment thesis, part one In this series of blogs, I set out my long-term investment thesis for decentralized finance (DeFi) — finance on the blockchain. I end with a hopeful call to arms: To truly recreate (all of) “finance, but decentralized”. It starts out as a bit of a sad tale, however. Which might…Decentralized Finance13 min readDecentralized Finance13 min read
Published inCosmic Cartel / Members of TheBøringDAO·Feb 10, 2022IBC Over Troubled WatersThere are over 100 layer 1 blockchains, most with their own specialization. Flow is popular for low-value NFTs such as NBA Topshot. Ronin hosts Axie Infinity and its gamefi economy. Ethereum attracts high-value defi and NFT transactions, given its battle-tested security. Polygon offers EVM-compatibility but very cheaply. There is a…Defi9 min readDefi9 min read
Feb 6, 2021Before and Beyond Bitcoin, Part One: Lessons from 18th century fintechA little-known history of a highly-successful 18th century private currency might provide clues as to where Bitcoin is headed. Quick take How will Bitcoin and other cryptocurrencies evolve and what state responses will ensue? Private tokens and ledgers that have popped in and out of existence since the beginning of recorded history…Bitcoin14 min readBitcoin14 min read
