Defipi Guy – Medium

Defipi Guy
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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…

11 min readJun 8, 2022

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Defi Investment Thesis — Part 1

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Defipi Guy
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…

9 min readMay 31, 2022

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Rise and Fall of Defi 2.0

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Defipi Guy

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

10 min readMay 24, 2022

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Curious case of Lido Finance

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Defipi Guy
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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…

11 min readMay 17, 2022

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Time for Defi to reduce $USDT exposure

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Defipi Guy
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…

6 min readMay 13, 2022

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The aftermath of UST collapse

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Defipi Guy

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…

6 min readMay 9, 2022

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Real story of inflation

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Defipi Guy

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.

7 min readFeb 15, 2021

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Wealth Creation

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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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