What I was reading this morning...
- latest TTD partnership
- 2 blog posts on Bitcoin metrics
- Creator NFTs
- Cloudflare's innovation engine
- Shopify Tegus transcript
- SaaS transitions
- History of entrepreneurship
- Lessons from 2020
Sources below ⬇️
- latest TTD partnership
- 2 blog posts on Bitcoin metrics
- Creator NFTs
- Cloudflare's innovation engine
- Shopify Tegus transcript
- SaaS transitions
- History of entrepreneurship
- Lessons from 2020
Sources below ⬇️
1/
The Trade Desk partnered with Publicis, one of the world’s biggest ad agencies. Epsilon, Publicis’ data platform, will now be interoperable with The Trade Desk’s Unified ID 2.0
thetradedesk.com/us/knowledge-c…
The Trade Desk partnered with Publicis, one of the world’s biggest ad agencies. Epsilon, Publicis’ data platform, will now be interoperable with The Trade Desk’s Unified ID 2.0
thetradedesk.com/us/knowledge-c…
2/ Part 1 and Part 2 of Ark's recent Bitcoin blog posts
The framework for analyzing on-chain metrics is below
h/t @yassineARK
The framework for analyzing on-chain metrics is below
h/t @yassineARK
3/ Part 1 - Network Health
Metric Summary
Monetary Integrity
- Circulating Supply
- Issuance Rate
Security
- Hash Rate
- Miner Revenue
Usage
- Active Addresses
- Transaction Count
ark-invest.com/articles/analy…
Metric Summary
Monetary Integrity
- Circulating Supply
- Issuance Rate
Security
- Hash Rate
- Miner Revenue
Usage
- Active Addresses
- Transaction Count
ark-invest.com/articles/analy…
4/ Part 2 - Buyer/Seller Behavior
- Coin years destroyed
- Realized profits/losses
- Supply in profit/loss
Realized cap vs. market cap
- Average cost basis
Thermo Cap
- USD value of coins paid to miners
HODL Waves
- Length of time people have held
ark-invest.com/articles/analy…
- Coin years destroyed
- Realized profits/losses
- Supply in profit/loss
Realized cap vs. market cap
- Average cost basis
Thermo Cap
- USD value of coins paid to miners
HODL Waves
- Length of time people have held
ark-invest.com/articles/analy…
5/ @packyM minted his Creator Economy post as an NFT
mirror.xyz is a platform for writers to do this. Pretty cool stuff.
notboring.co/p/unwitting-co…
mirror.xyz is a platform for writers to do this. Pretty cool stuff.
notboring.co/p/unwitting-co…
6/ @LibertyRPF's substack re: Cloudflare
"Long term, we want our Workers edge platform to be as rich and powerful as any of the centralized cloud providers"
libertyrpf.com/p/115-cloudfla…
"Long term, we want our Workers edge platform to be as rich and powerful as any of the centralized cloud providers"
libertyrpf.com/p/115-cloudfla…
7/ Shopify Tegus breakdown
"We can go home tonight, start a Shopify store and be selling by tomorrow. Whereas if we went to Magento, we'd have to hire a developer."
h/t @joincolossus
tegus-6070407.hs-sites.com/breakdowns
"We can go home tonight, start a Shopify store and be selling by tomorrow. Whereas if we went to Magento, we'd have to hire a developer."
h/t @joincolossus
tegus-6070407.hs-sites.com/breakdowns
8/ Subscription model transitions
Two important metrics to track:
- incremental ARR
- run-rate margins
h/t @BucknSF
buckonsoftware.substack.com/p/model-transi…
Two important metrics to track:
- incremental ARR
- run-rate margins
h/t @BucknSF
buckonsoftware.substack.com/p/model-transi…
9/ @paulg's latest
"It's easier now to start and grow a company than it has ever been. That means more people start them, that those who do get better terms from investors, and that the resulting companies become more valuable"
paulgraham.com/richnow.html
"It's easier now to start and grow a company than it has ever been. That means more people start them, that those who do get better terms from investors, and that the resulting companies become more valuable"
paulgraham.com/richnow.html
10/10 Big Lessons of the Last Year
Carl Richards says “Risk is what’s left when you think you’ve thought of everything.”
h/t @morganhousel
collaborativefund.com/blog/the-big-l…
Carl Richards says “Risk is what’s left when you think you’ve thought of everything.”
h/t @morganhousel
collaborativefund.com/blog/the-big-l…
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