Building Lasso — reward layer for DeFi & prediction markets. Ex-tokenomics consultant, 35+ models. Writing about what's broken in token design.
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Built 35+ tokenomics models for Web3 and 100+ financial models in Web2. Now building Lasso — a reward layer for DeFi and prediction markets. Posting here to think out loud about what's working and what's broken in token design.
Hot take: financial modeling is dead (/defi, /ai) I've been building financial models since 2011. Over 100 of them. Last month Claude did in 2 days what used to take me 30 billable hours. Financial modeling as a professional skill is over. The grief is real. The liberation is too.
Data on AI replacing finance jobs (/ai, /careers) Numbers from my network in the past year: Infrastructure teams: 45 out of 60 analysts — gone. Consulting: 12 out of 15 — gone. Marketing analytics: 7 out of 10 — gone. This isn't a prediction. It already happened.
Tokenomics is dead? (/tokenomics, /defi) A year ago I was the tokenomics guy. 35+ models, co-authored research on DAO governance, the whole thing. Then zero new deals for 6 months straight. The design space collapsed — revenue share, discounts, collateral. That's it. That's the whole menu. We need new primitives.