DeFi protocol breakdowns & onchain research. Daily crypto content on X/YouTube/Bluesky/Mastodon.
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CryptoAZ Round2 #9
APY tells you where the upside is. Counterparty risk tells you where the downside is. Lessons from Elixir's failure: the risks that really matter when evaluating DeFi protocols 👇 CryptoAZ Round2 #10
CryptoAZ Round2 #8
Applications come and go. Infrastructure endures. Stripe abstracts financial access. Databricks abstracts data access. M0 abstracts monetary issuance. Yet all three share a common trait: • Stripe: Still private • Databricks: Still private • M0: No token yet The market hasn't fully priced what is being built. My thoughts on "unpriced infrastructure" 👇 CryptoAZ Round2 Special Edition