Amidzic MomirinIOSG VenturesUsual Money: Time to Untether 💊Congrats to Usual Money for reaching the public mainnet after two years of hard work! With this major milestone, we wanted to reflect on…Jul 15Jul 15
Amidzic MomirCrypto x AI mapCrypto x AI intersection is becoming very dynamic and quite granular. Hope the map can help you navigate the space more effectively…Jun 25Jun 25
Amidzic MomirOn Bitcoin L2sWhen considering Bitcoin Layer 2 solutions, I start with a simplified mental model focused on three key design decisions:May 18May 18
Amidzic MomirBull Market TrapRecently we entered a point where VCs place excessive emphasis on the short-term potential FDV of projects, despite typically being locked…Mar 22Mar 22
Amidzic MomirinIOSG VenturesCharting History’s Rhyme: Understanding The Cyclicality of Crypto MarketsCo-authored with Darko BosnjakDec 5, 2023Dec 5, 2023
Amidzic MomirinIOSG VenturesDeFi’s Next Chapter: Unleashing the Power of DataKeywords:dependencies, modularity, tamperproof, Proof of SQL, non-uniform, qualified, dynamic, real-time, self-parametrized, economics…Jul 5, 2023Jul 5, 2023
Amidzic MomirinIOSG VenturesWhat Is the Cost of “Infinite Leverage”?Infinity Pools introduces the concept of “infinite leverage” and creates great marketing around it, but what it really is?May 17, 2023May 17, 2023
Amidzic MomirinIOSG VenturesFrom dYdX to GMX: What Derivatives DEXs Have and Have Not AchievedOriginally published in Mandarin on March 6th. English version is also available on The Defiant.Mar 27, 2023Mar 27, 2023
Amidzic MomirThe End Game: Fat Applications ThesisThis is an extract from the report that was originally published on The Defiant on April 21st, 2022. Minor modifications have been made to…Jun 11, 2022Jun 11, 2022
Amidzic MomirHave Alternative L1s Lived Up to Their Promise?This is an extract from the report that was originally published on The Defiant on April 21st, 2022. Minor modifications have been made to…Jun 11, 2022Jun 11, 2022