The Pricing Power Flex
25 Feb 10, 2022 by Evan Armstrong
Curve, Convex, Llamas, Butterflies, Token Reactors, and a Big Bag of Stablecoins
214 Feb 4, 2022 by Nat Eliason
The Prediction Game Crowns its Winner
74 1 Feb 3, 2022 by Andre Plaut
The Weird Future Ahead
35 1 Jan 27, 2022 by Evan Armstrong
Like this essay and want to support us to create more like it? Consider collecting it as an NFT!In January 1996, Bill Gates published what w
75 Dec 20, 2021 by Li Jin and Katie Parrott
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
104 Dec 16, 2021 by Evan Armstrong
Why the best deals are done with no data at all
60 1 Dec 1, 2021 by Evan Armstrong
But I will find my way, if I can be strong
236 2 Oct 8, 2021 by Nat Eliason
A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
92 3 Dec 1, 2020 by Adam Keesling
Hello! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible.Enjoy!Fas
60 Nov 11, 2020 by Nathan Baschez
A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.
72 Aug 25, 2020 by Adam Keesling
