Jose Maria MacedoEthena Thesis — The Internet BondEthena’s native token $ENA goes live today. Ethena is one of our highest conviction bets this cycle both at Delphi Ventures and personally…12 min read·Apr 2, 2024----
Jose Maria MacedoinDelphi Digital ResearchDavid and Goliath: The Institutional Argument For Crypto In a Post COVID WorldThis piece is a teaser from our “Institutional Argument for Crypto Post-COVID” series, a comprehensive examination of key macro trends…27 min read·Jul 17, 2020----
Jose Maria MacedoWork tokens as a breakthrough in financial instrument designAt AmaZix advisory, one of our specialties lies in the study of token economics. Over our 2+ years in the industry, our team has broken…14 min read·Oct 23, 2019--1--1
Jose Maria MacedoinAmaZixA taxonomy of token models and valuation methodologiesOver the last 18 months, our collective understanding of token economics has progressed significantly. To be clear, we’re still at the…25 min read·May 28, 2019--2--2
Jose Maria MacedoSingle Biggest Problem With Token Models (Part II)As Head of Advisory at Amazix, I spend a large portion of my time reading through hundreds of projects’ whitepapers and analyzing their…10 min read·Dec 13, 2018----
Jose Maria MacedoinAmaZixSingle Biggest Problem with Token Models (Part I)As Head of Advisory at AmaZix, I spend a large part of my time reading through hundreds of projects’ whitepapers, doing in-depth due…9 min read·Dec 10, 2018--1--1
Jose Maria MacedoinAmaZixToken valuation: The misunderstood importance of token economicsLooking at the terminology used to understand and value tokens, a large part of it is lifted directly from the stock market/equity…11 min read·Dec 4, 2018--4--4
Jose Maria MacedoIn defense of Ethereum and its fatness: why I’m still bullish on ETHOne of the primary drivers behind Ethereum‘s 500x returns over the last few years has been the so-called “Fat Protocols” thesis, initially…22 min read·Oct 23, 2018--3--3
Jose Maria MacedoinWe’ve moved to freeCodeCamp.org/newsAnother big problem with token models: “Medium of Exchange” tokens and the velocity problemAs an analyst at Amazix, I spend a large portion of my time reading through hundreds of projects’ whitepapers and analyzing their token…10 min read·Sep 22, 2018----
Jose Maria MacedoinWe’ve moved to freeCodeCamp.org/newsThe biggest problems with token models: what to do when equity is stealing the token’s valueAs part of the senior analyst team at AmaZix I spend a large part of my time reading through hundreds of projects’ whitepapers. I do…9 min read·Aug 7, 2018--1--1
