Category: Crypto

A meandering, self-serving reflection on the state of crypto in 2025 — from the 2017 ICO bubble through DeFi summer, FTX fraud, and the Black Friday 2025 crash. Part analysis, part therapy, all memes.

An outline of Micky Malka’s Three Grid Concept, with implications and visuals

Notes from the book The Anthology of Balaji, by Eric Jorgenson

DCG and the crypto lending crisis

Analysis of the background and what investors missed.

Reasons to Be Cheerful despite the bear market in Crypto: Emerging Innovations in DeSo, PBDAs, Web3 Gaming, Big Tech Adoption, and NFTs Signal the Start of a New Cycle

Write-up on Axie Infinity, currently the world’s biggest P2E game. Written from an investment perspective.