Published inCoinmonksAlpha in DEXes: A look at JOE vs PNG on AVAXThe Avalanche boom has been quite a feat. Amidst the euphoria what really stood out was the rise of JOE, a new DEX (decentralized…Sep 3, 2021Sep 3, 2021
Published inCoinmonksAssessing Crypto Launchpads using Cardstarter as an exampleBelow I outline some observations on the business model of crypto launchpads, my investment criteria, and suggest how edge can be gained…Jun 26, 2021Jun 26, 2021
Published inCoinmonksREN Analysis — Part 2 — QuantitativeDrivers of the businessMar 21, 20211Mar 21, 20211
Published inCoinmonksREN analysis — Part 1 — Qualitative“Follow the money”. That’s the golden rule. In crypto land, it’ll take you to Bitcoin where there is about $1 trillion in parked value. I…Mar 21, 2021Mar 21, 2021
Ch 2: FrameworkSo to be very upfront. I am here because I want to understand how to break apart the crypto world into pieces, digest those pieces, and…Mar 16, 2021Mar 16, 2021
