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 25, 2024Apr 25, 2024
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…Dec 21, 2024Dec 21, 2024
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 5, 2024Dec 5, 2024
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 15, 2024Nov 15, 2024
The (Delicate) Fabric of RealityHow Unseen Echo Chambers Silently Warp Reality and Why Proof MattersOct 30, 2024Oct 30, 2024
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 24, 2024Sep 24, 2024
Picks and Shovels to Dig Your GraveWhy this cycle sucks and why that is a good thingSep 8, 2024Sep 8, 2024
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 18, 2024Aug 18, 2024
Review of Ethereum’s Order Flow LandscapeMedium posted version of tweet: https://x.com/DiogenesCasares/status/1816600848610603377Jul 27, 2024Jul 27, 2024
Capital Coordination in CryptoConverted from long form tweet here: https://x.com/DiogenesCasares/status/1808450341987566070Jul 27, 2024Jul 27, 2024
