Adam Cochran (adamscochran.eth)
Partner@CEHV, Adj. Prof Info Sci/Biz Analysis, SC @synthetix_io, Contributing to @yearnfi, @amphoraprotocol, https://t.co/CD9jz6mx89, #LeXpunK, Prev: Growth@DDG
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1/3 Good point by @elerianm on @business. Points out that inflation moves through the economic over time into stickier sectors. The challenge is that getting inflation *OUT* of...
1/268 It's the moment you've waited for, desired and above all else feared. It's time for the 2023 shopping list! (Which is also supporting public goods funding! Woo https://t.c...
1/82 I'll be pinning this detailed timeline, as my final piece covering this topic, as now the case is closed in my mind. This was a crime plain and simple and I'll put no more w...
1/21 So ETH OI has been overall down recently, but on FTX it's at all time highs (1.2M ETH) and in this low liquidity environment ETH has seemingly split with the macros and tried...
1/25 A good summary thread on 3AC structuring liquidation. In my mind a few of the pieces jump out and might be telling us more than meets the eye: https://t.co/US6nqVbyVY
1/44 I think Andre leaving and impact on projects helps teach crypto investors a lesson that I've been working on as a bit of thesis in classic VC as well:
1/15 How long before some law maker realizes that the way to beat inflation is stablecoins? The US has a massive about of QE that is going to stop and sell into the market.
1/206 As promised, here's my 2022 outperform shopping list and my 2022 thesis. Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for...
145/206 Multichain Dapps are fine. But appchain dapps are where interoperability needs to go for a capital efficient future. And there is probably no team I have more faith in e...
1/25 Today's thread covers one of the newer assets on my list for 2022 (and beyond) which is @reflexerfinance's $FLX (warning there are other tokens using that ticker!) Let's tal...
1/25 So what happens after a big drop, and is it over? There are a few possible scenarios, most of which are less market driven and more about human behavior. But, this was the...
1/31 I think Ethereum is set to dramatically change the way we think about payments. Not just in terms of capturing a component of the $2T in payments revenue that is generated e...