Jan. 22 Treasury-backed Token Update + Thoughts on BuybacksWith Olympus DAO’s market cap falling 80% from its highs, are treasury-backed tokens dead? In my opinion — their valuation is just coming…Jan 23, 202213Jan 23, 202213
Another narrative to consider for Bitcoin — $BTC as a collectible.I had a rather thought-provoking conversation last night with a friend that got me to think about Bitcoin and crypto in another way…Jan 22, 20222Jan 22, 20222
Jan. 17th Rebase Token UpdateGiven the relatively aggressive sell-off with Olympus DAO and many other rebase tokens, I figured it was a good time for an update on the…Jan 17, 202210Jan 17, 202210
Shifting Focus — From Rebases to TreasuriesBased on the numbers I’ve been crunching on the sector we may call “Rebase Tokens” or “OHM Forks” or “Reserve Currencies” — I will be…Jan 13, 202211Jan 13, 202211
Jan. 10th Rebase Token UpdateBlood in the streets! It’s been a little bit since I did an update on the scoring of my Top 15 rebase tokens. I also finally added the…Jan 11, 20227Jan 11, 20227
Rebase Tokens ReimaginedWhile the bearish sentiment and fear in the crypto markets are rather palpable at the moment, we should all be accustomed to the…Jan 9, 202217Jan 9, 202217
Jan. 5th Rebase Token Update & 2022 PredictionsThe DeFi story of 2021 was arguably Olympus DAO bursting onto the scene and kicking off the DeFi 2.0 craze. “OHM Fork Season” has been in…Jan 5, 202216Jan 5, 202216
January 1st Rebase Token UpdateA few interesting updates and changes to my Top 15 list. My thoughts below on some new valuation data and a “solvency ratio” I’m working…Jan 2, 20224Jan 2, 20224
A Merry Christmas Rebase Token UpdateI hope everyone is having a safe and happy holiday season thus far. I’m breaking away from the family for a couple hours to give a quick…Dec 26, 20216Dec 26, 20216
