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Reflections on the State of Crypto - H2 2024
A look at the major inflection points that occurred in the second half of 2024
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Alana
What's Happening at Robinhood?
And will it become the next great crypto exchange?
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Alana
Will It Increase Productivity? A Lens for Investing
An excellent litmus test for how big a company can grow
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Alana
What's Happening at Coinbase?
How to think about the company's recent promotions, organizational changes, and areas for growth
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Alana
What Credit Card Networks Can Teach Us About Stablecoin Opportunities
Stablecoins represent the most transformative evolution in payment form factor since the credit card.
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Alana
Toward a More Connected Internet
Recently I’ve noticed two trends on the internet seem to be accelerating:
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Alana
1
Scenic Routes in Ride Shares
Last night, I took an Uber ride from Brooklyn to Manhattan.
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Alana
Back of the Envelope
Ideas on crypto, incentive alignment, and mechanism design.
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