Kerman Kohli
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Part 1: Broken Unit Economics — Everywhere
Understanding why none of these businesses make sense
Kerman Kohli
May 24
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Part 1: Broken Unit Economics — Everywhere
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Narrative Alpha: The Beginning of the End
A few thoughts on the blow up of UST and what it means for all of us
Kerman Kohli
May 17
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Narrative Alpha: The Beginning of the End
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Exploring Contributor Reputation with Aaron Soskin
Reputation in the context of DAO contributors
Kerman Kohli
May 10
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Exploring Contributor Reputation with Aaron Soskin
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Narrative Alpha Part 2: Optimism, $USN, Curve War Entrants, Incentives Backlash, Exploits & More
That’s quite a lot to unpack, read more to understand the recent crazes.
Kerman Kohli
May 4
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Narrative Alpha Part 2: Optimism, $USN, Curve War Entrants, Incentives Backlash, Exploits & More
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Narrative Alpha Part 1: Optimism, $USN, Curve War Entrants, Incentives Backlash, Exploits & More
That’s quite a lot to unpack, read more to understand the recent crazes.
Kerman Kohli
May 4
1
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Narrative Alpha Part 1: Optimism, $USN, Curve War Entrants, Incentives Backlash, Exploits & More
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Narrative Overload — crypto only has one advertisement slot
... and it costs a lot to get featured on it.
Kerman Kohli
Apr 27
9
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Narrative Overload — crypto only has one advertisement slot
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Last Week Part 2: Bean Exploited, Private vs Public Market Valuations, MakerDAO & Uniswap Make Moves
Another week, another catastrophic exploit in DeFi. Public vs private market valuations become a hot topic. MakerDAO and Uniswap keep pushing forward.
Kerman Kohli
Apr 25
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Last Week Part 2: Bean Exploited, Private vs Public Market Valuations, MakerDAO & Uniswap Make Moves
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Last Week Part 1: Bean Exploited, Private vs Public Market Valuations, MakerDAO & Uniswap Make Moves
Another week, another catastrophic exploit in DeFi. Public vs private market valuations become a hot topic. MakerDAO and Uniswap keep pushing forward.
Kerman Kohli
Apr 25
2
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Last Week Part 1: Bean Exploited, Private vs Public Market Valuations, MakerDAO & Uniswap Make Moves
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Brainstorming Reputational Currency with Nicolo from Aave
Is it possible to assign a monetary value to digital reputation? Maybe...
Kerman Kohli
Apr 21
3
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Brainstorming Reputational Currency with Nicolo from Aave
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This Week Part 2: Ponzinomics, UST, Near, Identity/Reputation, Fundraising & DeFi
A summary of the dominant narratives and how this market is shifting and evolving
Kerman Kohli
Apr 14
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This Week Part 2: Ponzinomics, UST, Near, Identity/Reputation, Fundraising & DeFi
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This Week Part 1: Ponzinomics, UST, Near, Identity/Reputation, Fundraising & DeFi
A summary of the dominant narratives and how this market is shifting and evolving
Kerman Kohli
Apr 14
3
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This Week Part 1: Ponzinomics, UST, Near, Identity/Reputation, Fundraising & DeFi
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We need to escape Ponzinomic hell
A few thoughts on the state of the crypto landscape and what we need to break out
Kerman Kohli
Apr 11
16
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We need to escape Ponzinomic hell
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