PinnedBe A NodeI do not like to mention my age a lot, I don’t find it very relevant. However, a lot of my friends and peers who are older than me, working…Apr 25Apr 25
Is Ethena a Systematic Risk to DeFi or its Savior? / Tale of Two ProtocolsEthena is the most successful DeFi protocol in history. It grew from less than $10M in TVL roughly a year ago to $5.5B. It is integrated…4d ago4d ago
Tale of Two Tokens: What Ethena and HyperLiquid Teach UsHyperLiquid has become a top 20 token (if you count FDV) within weeks of its initial launch. It did this without any major centralized…Dec 5Dec 5
What Nation StateAdoption Means for CyptoThere has recently been a lot of talk about nation state adoption of crypto. Whether this comes from the talk of a US Strategic Reserve of…Nov 15Nov 15
The (Delicate) Fabric of RealityHow Unseen Echo Chambers Silently Warp Reality and Why Proof MattersOct 30Oct 30
On Argentina, An OverviewRecently, a lot of close friends of mine have written to me to ask about investing in Argentina. I was approached via a friend of mine to…Sep 24Sep 24
Liquidity Traps or How Smarter People Liquidate YouWhat is Apple worth? This is a question traders, algorithms, market makers and pundits ask every day, and if you ask multiple different…Aug 18Aug 18
Review of Ethereum’s Order Flow LandscapeMedium posted version of tweet: https://x.com/DiogenesCasares/status/1816600848610603377Jul 27Jul 27
Capital Coordination in CryptoConverted from long form tweet here: https://x.com/DiogenesCasares/status/1808450341987566070Jul 27Jul 27
