Jun Kim Profile picture
IR manager @hashed_official. prev. tradfi research @ NH I&S. UCSD Math-econ '14. MAYC, Azuki Elementals, Doodles 2x, Clone X 🇰🇷💕 All opinions are my own/nfa
Feb 5, 2023 10 tweets 3 min read
(1/8)Tower of Babel failed because it lacked composability in the human endeavors. Could DAOs keep the tower building towards the heaven? DAOs are known to have self-sustaining and can last through time, unlike corporations that need sovereignty at the end of the day, a quick 🧵: The Tower of Babel by Piete... (2/8)Unlike traditional corporations, DAOs use decentralized blockchain technology to support a more democratic and transparent decision-making process. Note that DAOs are not necessarily more efficient. As @VitalikButerin clearly explains, DAOs resemble more of sovereignties. https://vitalik.ca/general/...
Jan 24, 2023 12 tweets 8 min read
Investing in/debating the quality factor will be increasingly meaningful as the market matures in crypto. Among some metrics, "earnings growth," most importantly, has been made viable to study for crypto thanks to @tokenterminal, a quick thread(nfa, strictly personal opinion)👇 Image @tokenterminal (1/n)So quality factor investing means that you are putting your money in a sound business. In stock market examples, you look for the companies that have enough cash to survive in a recess, those with systemically dominant market shares, strong dividend payouts/growth, etc. https://9to5mac.com/2015/07...