research and invest | builder of @Soulda16Club | ex @jpmorgan @AlibabaGroup @frogdesign
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Feb 13, 2023 • 17 tweets • 35 min read
1/ @LidoFinance, @Rocket_Pool, soared after Kraken paid a $30M settlement and announced to shutter its U.S. staking operations. And Shanghai Upgrade is imminent. It is time for us to take a deeper look at the existing PoS economy players. open.substack.com/pub/lingchenja…
A thread🧵
@LidoFinance@Rocket_Pool 2/ I published research about Proof-of-Stake economy end of last year and haven't got time to write a twitter thread as I decided to take a long holiday to reflect and recharge. Following recent hypes, I reckon it is a good time to look back and dive into this exciting space.
Oct 25, 2022 • 14 tweets • 14 min read
1/ Recent crisis of @BendDAO started me revisiting NFT lending space and I came across a new player @Sodium_fi. Below I will explore the existing mechanism, the pros and cons analysis and the in-depth explanation of Sodium mechanism.
A thread🧵
@BendDAO@Sodium_fi 2/ If you are not familiar with NFT financialization space and are curious about the players and development of it, I wrote an overview this June to elaborate its current bottlenecks, market landscape, and potential opportunities. Jump back in
1/ Web3 social is an exciting space with pouring capital and developers. However, since the debut of this space in 2016, there is no protocol dominating the market yet. Why? fundamentallabs.substack.com/p/web3-social-…
A thread🧵
2/ Existing web2 social networking platforms cause issues like data and security breaches, manipulation of public opinion, and relaying false information. Documentary like @SocialDilemma_ elaborates the struggles well.
Jun 29, 2022 • 23 tweets • 11 min read
1/ Financialized NFTs is an evolving space with huge potential. Yet, low liquidity and inadequate price discovery are key limitations to be tackled.
Here I explain its importance, bottlenecks, market landscape, and potential opportunities. fundamentallabs.substack.com/p/financialize…
A thread🧵👀
2/ The importance of NFT financialization
Securitization has been a long-time practice in the field of finance.
Financialization transforms illiquid assets into tradable securities, which helps to channel cash flow to borrowers and fund significant economic development.
Jun 29, 2022 • 11 tweets • 3 min read
1/ Music NFT is pretty hyped; however, I am playing the devil's advocate here and share some of my thought process.
A thread🧵
2/ Nowadays. we consume music in a completely different way. From CD and iPod, iTunes to Spotify, we used to buy albums and then we started to realize we can only buy tracks and now we bring our music around with streaming apps. Are we really going back to "own" music again?
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