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Dafne17

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Dafne17

On-Chain Metrics and Tokenomics in Crypto

I recently talked with a friend in Finance and he was very interested to hear about quants and key metrics to look at when assessing the…

Oct 25, 2023

On-Chain Metrics and Tokenomics in Crypto

Oct 25, 2023

Dafne17

Proliferation of Layer1s and 2s, Smartchains as cities.

. a16z crypto published their latest report on the state of crypto and it’s a banger, as you’d expect by one of the best VCs in this space.

Oct 25

Proliferation of Layer1s and 2s, Smartchains as cities.

Oct 25

Dafne17

Money printing is eating away your lunch. Is there a way out of this spiral?

Unpopular opinion: the one on the right looks more juicy than the one on the left.

Aug 16

Money printing is eating away your lunch. Is there a way out of this spiral?

Aug 16

Dafne17

The End of the world or the End of a Trade?

Calm down, here’s what happened:

Aug 6

The End of the world or the End of a Trade?

Aug 6

Dafne17

Why BTC at 60k is mispriced.

I have rarely been so bullish over the next 18 months. Most digital assets are mispriced.

Jul 22

Why BTC at 60k is mispriced.

Jul 22

Dafne17

The inevitable course of rates

This chart has some wide implications that can’t be ignored.

Jun 10

The inevitable course of rates

Jun 10

Dafne17

The good old MicroStrategy playbook

𝗧𝗵𝗶𝘀 𝗿𝗲𝗹𝗮𝘁𝗶𝘃𝗲𝗹𝘆 𝘂𝗻𝗸𝗻𝗼𝘄𝗻 $GOLD 𝗺𝗶𝗻𝗶𝗻𝗴 𝘀𝘁𝗼𝗰𝗸 𝗯𝗼𝘂𝗻𝗰𝗲𝗱 𝟭𝟵𝟬𝟬% 𝗮𝗳𝘁𝗲𝗿 𝗱𝗲𝗰𝗹𝗮𝗿𝗶𝗻𝗴 𝘁𝗵𝗲…

Mar 26

The good old MicroStrategy playbook

Mar 26

Dafne17

Fiat is broken.

Here’s why the rich keep getting richer, the poor keep getting poorer and the middle class is shrinking.

Mar 11

Fiat is broken.

Mar 11

Dafne17

ETH’s upcoming catal

I talk extensively about $BTC and its fundamentals, so it’s time now to speak about the Queen $ETH. Let’s dive in with some key catalysts…

Jan 16

ETH’s upcoming catal

Jan 16

Dafne17

Some bullish momentum going into 2024: Here’s why

They say to write this way:

Dec 18, 2023

Some bullish momentum going into 2024: Here’s why

Dec 18, 2023

Dafne17

Dafne17

I advise the largest financial institutions in the world on Tech transformation journeys. I write about macro and Crypto. 33%annualised returns last 5years

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