Ethena 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…Apr 2, 2024Apr 2, 2024
Published inDelphi 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…Jul 17, 2020Jul 17, 2020
Work 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…Oct 23, 20191Oct 23, 20191
Published inAmaZixA 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…May 28, 20192May 28, 20192
Single 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…Dec 13, 2018Dec 13, 2018
Published inAmaZixSingle 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…Dec 10, 20181Dec 10, 20181
Published inAmaZixToken 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…Dec 4, 20185Dec 4, 20185
In 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…Oct 23, 20183Oct 23, 20183
Published inWe’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…Sep 22, 2018Sep 22, 2018
Published inWe’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…Aug 7, 20181Aug 7, 20181