Sitemap - 2022 - Kerman Kohli

Sushi aims to redirect all fees to treasury

Maximising Macro Leverage through Optimised Micro Performance

Transparency — the new cool.

How Multi-Sigs Work

The Collapse of FTX

Going all in on the Metaverse

What’s Happening in On-Chain Identity

On-Chain Identity: Social

The Marketing & Growth Stack — Coming Soon

Thoughts on Crypto Stardom

Taking ARCx Private

Passkeys — The Future is Public Keys

Mapping the Identity Space

How We Escape Ponzinomic Hell

Musings on Crypto Infra

Your pathway to graduating in crypto

What magnitude do you think at?

ETH 100% LTV DeFi Loans* -- Now Available

Crypto's Historical Moment

Misunderstanding the Micro

Proof of Stake - A Dead End

Founders, stop valuation-maxing your venture.

On-Chain Cashflows & Fixed Interest Lending

Episode #5 - Cross-Chain Bridge Security - with Arjun Bhuptani of Connext

Revenue — An Abused Word in Crypto

Episode #4 - The Relationship Between Energy and Crypto - with Michael Dunworth of Wyre

An Analysis on GHO — Aave’s Stablecoin

MakerDAO: The War Between Decentralization and Efficiency

Execution is the only way forward.

Episode #3 - DAOs are throwing away decades of startup wisdom. But why? - with Dmitry Lapidus of Dragonfly Capital

Hidden Silicon Intentions

The Power of Thinking in Decades

Episode #2 - Creating better organization and collaboration - with Zakku of Coordinape

Time Billionaires

Uniswap — The Latest Opensea Competitor

Why is the market crashing?

Episode #1 - Intentions, Incentives, Crypto & Death

Governance is Dangerous

DeFi Insolvency, On-Chain Reputation & Whale Watching

dYdX — The Rise of App Chains

An Ambitious Vision — MakerDAO’s Endgame Plan

Airdrop = Broken Customer Acquisition

Part 2: Broken Unit Economics — Investor Incentives

What is NounsDAO!?

How to Make It in Crypto — Full Diluted Valuations

Intent, Time & Energy

Narrative Alpha: Compound Moves, App Chains, Terra Aftermath & Bear Advice

Part 1: Broken Unit Economics — Everywhere

Narrative Alpha: The Beginning of the End

Exploring Contributor Reputation with Aaron Soskin

Narrative Alpha Part 2: Optimism, $USN, Curve War Entrants, Incentives Backlash, Exploits & More

Narrative Alpha Part 1: Optimism, $USN, Curve War Entrants, Incentives Backlash, Exploits & More

Narrative Overload — crypto only has one advertisement slot

Last Week Part 2: Bean Exploited, Private vs Public Market Valuations, MakerDAO & Uniswap Make Moves

Last Week Part 1: Bean Exploited, Private vs Public Market Valuations, MakerDAO & Uniswap Make Moves

Brainstorming Reputational Currency with Nicolo from Aave

This Week Part 2: Ponzinomics, UST, Near, Identity/Reputation, Fundraising & DeFi

This Week Part 1: Ponzinomics, UST, Near, Identity/Reputation, Fundraising & DeFi

We need to escape Ponzinomic hell

This Week: Stablecoins, Curve Wars, DeFi Exploits, Avalanche Sub-Nets and The Merge

A Big Brain Conversation with MetaDreamer

15 Things I’m Reading

Open-Source Social Graphs with Ryan Li

NFTs, Social Tokens and Scores

9 Things I’m Reading

Brainstorming On-chain Identity and Reputation #1

Honest Thoughts on CAC & LTV

Things I’m Reading

Reputation is Contextual

What’s the fundamental trade?

Things I’m Reading

Web3 Reputation Market Map

Goodbye DeFi Weekly, Hello Kerman!

Goodbye DeFi Weekly, Hello Kerman!

How to get into crypto

Things I'm Reading

What are NFTs and why should you care?

Things I'm Reading

Understanding Market Cap vs Fully Diluted Valuations

Things I'm reading this week

What I'm reading

Why does Crypto matter?

Things I'm reading this week