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deepidea
¡ 4mo
The Stablecoin Endgame Isnât Winner-Take-AllâItâs the Dollar Learning to Split Itself If you work in banking, payments, asset management, VC, or a family office, and youâre deciding âwhich layer of the digital dollar to plug my business intoââfirst throw out the most popular, most misleading fra...
If youâre building or about to build an AI company â this folds the book into founding decisions: which layer to build at, how to dig a moat, which are the ways to die, when to sell to the platform. The core is one line and a day-one checklist. No company names â positions and mechanisms. The bo...
The interesting intersection of AI and DeFi is not a chatbot that explains tokens. It appears when software can take financial action.
If you allocate AI assets, or hold a pile of AI names and donât know what ruler to measure them with â this folds the bookâs judgment into an operating manual you could put in front of an IC. No company names (companies go stale; layers and mechanisms donât). How to allocate, how to discount, whe...
A Depeg Isnât a Probability Question, Itâs a Timing Question If youâre the product owner, risk lead, or evaluating whether to issue a stablecoinâanswer one question first: tomorrow morning your coin depegs, what are your first three moves? Canât answer, and youâre not ready to run a money busine...
At one point, the objective changed. Instead of asking only what product could become a large independent company, we asked how defi.io could become a more valuable strategic asset.
That USDC Yield Coinbase Pays You? Circle Paid NothingâItâs the Channel Tax in Disguise If you work in wallets, exchanges, payments, or youâre about to use âdeposit-and-earnâ to pull usersâfirst understand who actually pays this yield. Because regulators are now zeroing in on it. I open my Coin...
If your moat is built on âusers canât leave,â if you value switching costs in downstream apps, or if youâre judging how high-risk a scenario agents can actually deploy into â hereâs why regulation isnât a fuzzy blob of âpolicy riskâ but three independent variables, each repricing a different laye...
After several rounds of positioning and rebuttal, the most important feedback was personal:
I Built a 30,000-TPS Chain, So Iâll Say It: TPS Is for Investors, Finality Is for Payees If you work in payments, acquiring, or cross-border clearing and youâre choosing which chain to build onâdonât ask âhow many TPS does this chain do.â Thatâs a number the marketing department carefully operat...
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