David MaHow to get exposure to US real estateThanks Elliott, DC, and Villcaso founders Val and Nate for feedback on this post.May 71May 71
Mohamed FoudaThe Bitcoin L2 OpportunityHow to Resist the Capture of Bitcoin by the Old Financial systemJan 253Jan 253
David MaWhere Whales Went to Work in H2 2023When I was in my 20s, I subscribed naively to the idea that free markets were the best form of markets. My opinions have mellowed now —…Jan 251Jan 251
Qiao Wang2024 Crypto Startup IdeasBelow are some crypto startup ideas and themes we at Alliance are excited about. They are updated regularly to reflect our latest thinking.Jan 1013Jan 1013
Qiao WangEthereum is the Only Institution-Friendly Smart Contract ChainCo-authored by my friend Dan McArdle and meDec 27, 2023Dec 27, 2023
Mohamed FoudaZKPs, FHE, MPC: Managing private state in BlockchainsZK, FHE and MPC are different ways of managing private data onchain. We discuss their differences and synergies and their best applicationsDec 21, 20233Dec 21, 20233
David MaLending Protocol Taxonomy, part 2: Interest RatesIn part 1, I started a project to categorize lending protocols in Web3.Nov 16, 20231Nov 16, 20231
