The $FRAX Paradox
Why One of Crypto's Most Advanced Monetary Systems Remains Deeply Underappreciated An Open Letter to the $Frax Community "Markets can only price what they can understand." This is not a bearish
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more from @CharmanderX81
Final Thoughts — The Emergence of the Credit Layer
[$Frax Trader Note #10 — Special Edition] Over the past four articles, we used Eva Markets as a case study, but the broader subject was never Eva itself. The broader subject was the emergence of
When Tokens Burn
Breaking down how crypto protocols approach revenue and cash flow This is a summarised version of a newsletter issue published on Decentralised.co. We are actively collaborating with token
The long game for crypto
It’s fashionable right now to declare that “non-financial use cases of crypto are dead.” Some people also claim that read write own has failed. These conclusions misunderstand both the thesis and the
Coming of Age
A note on revenue formation within crypto, how valuations have compressed and the emergence of moats within the industry This article was originally published on our newsletter at