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Defipi Guy

Published in
Coinmonks

Defi Investment Thesis — Part 1

In my last post, I discussed the rise and fall of Defi 2.0. I talked about the key structural defects of Defi 2.0 & the areas we need to…

Jun 8, 2022

Defi Investment Thesis — Part 1

Jun 8, 2022

Published in
Coinmonks

Rise and Fall of Defi 2.0

‘Decentralized finance’ has become extremely unpopular these days. So much so that investors are terming whole of Defi as one large ‘Ponzi…

May 31, 2022

Rise and Fall of Defi 2.0

May 31, 2022

Curious case of Lido Finance

Lido Finance has lost over 50% TVL in just a week. In this story, I explore what has gone wrong with the platform

May 24, 2022

Curious case of Lido Finance

May 24, 2022

Published in
Coinmonks

Time for Defi to reduce $USDT exposure

It’s been a week since the $UST collapse — a black day in crypto that wiped out value for millions of retail investors. In these past 7…

May 17, 2022

Time for Defi to reduce $USDT exposure

May 17, 2022

Published in
Coinmonks

The aftermath of UST collapse

It’s been a mind-numbing 3 days. Apart from a loss of significant capital in LUNA/UST, I was shocked to read about stories of people…

May 13, 2022

The aftermath of UST collapse

May 13, 2022

Real story of inflation

Bitcoin and crypto markets have seen a high correlation with tech stocks. Bitcoin still doesn’t seem a mature asset that can play its…

May 9, 2022

Real story of inflation

May 9, 2022

Wealth Creation

I discuss the definition of wealth, what wealth is & what it isn’t, why we need wealth and specific tools to create wealth.

Feb 15, 2021

Wealth Creation

Feb 15, 2021

Defipi Guy

Defipi Guy

Defi investor and researcher. Macro analyst. Believe in first principles thinking. Believe in humility, open-mindedness and long term positive sum games.

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