JoshinLetters from the SavannahCEXs != ExchangesWhat is the future for centralized exchanges? Quite a pertinent question given their criticality to the space. There are two alluring…Jul 21Jul 21
JoshinLetters from the SavannahTokenization for AllThe tokenization genie is out of the bottle — from BlackRock to JP Morgan to Broadridge to hundreds of other FIs, tokenization of…Mar 6Mar 6
JoshinLetters from the SavannahThe Wedge and Competitive AnalysisOver the past two weekends, my afternoons and evenings have centered around the topic of competition. Specifically, how operators (and…Jan 29Jan 29
JoshinLetters from the SavannahMarkets & Narrative ViolationsMy continuous learning journey through the history of venture capital and related analyses of prior firms / investors led me to Don…Sep 11, 2023Sep 11, 2023
JoshinLetters from the SavannahSome Musings on Abstraction and UXWhen the crypto market rumblings began at the end of 2021 / early 2022, I conducted an annual reflection (in reference to the year 2021)…Jun 11, 2023Jun 11, 2023
JoshinLetters from the SavannahReflections on Paul Graham’s EssaysI’ve been a reader of Paul Graham’s essays since around sophomore year of college. Back then it was tremendously infrequent (and lacking…Apr 17, 2023Apr 17, 2023
JoshinLetters from the SavannahAggregators, Platforms, and Strategic RiskThere are good companies, great companies, and then there are amazing companies. Several good ones are out there and are accomplishments of…Mar 6, 2023Mar 6, 2023
JoshinLetters from the SavannahThe Technology Industry and its Food ChainAny ecologists here? … 2023 is shaped up to be quite an interesting year for the tech sector. A look at the last three years (2020, 2021…Feb 5, 2023Feb 5, 2023
JoshinLetters from the SavannahAn Ode to LiquidityIn the last days of December, I took time in the late evenings (fortunately, workflow had slowed to allow for time) to reflect on 2022 and…Jan 23, 2023Jan 23, 2023
JoshinLetters from the SavannahThe MEV Supply ChainMEV as a topic has had a decently large following in crypto since last year when it really started to come out of the dark; however, of…Dec 8, 2022Dec 8, 2022
