Tag: blockchain
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Premium-to-NAV, the Evolution of the Bitcoin Treasury Model, and the Case of LQWD

In what scenario would you spend $100 to acquire a freshly minted $50 bill? … there probably aren’t many. How about with a slight twist: In what scenario would you spend $100 to acquire $57 worth of Bitcoin? … in the open market, you likely won’t find this situation. But for the shareholders of MicroStrategy…
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The MicroStrategy of Solana? Sol Strategies and the ‘Copy + Paste + Improve’ Formula

The beautiful thing about the crypto industry is its compounding nature. New ideas build upon old ideas thanks to the open-source ethos that is omnipresent in the space. Copy + Paste + Improve. That’s true for protocols themselves, where new assets improve upon old assets, new virtual machines (VMs) improve upon old VMs, and new…
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Musings on Meme Coins: A Candy-Coated Version of Fintech Innovation

A few weeks ago, Fartcoin officially crossed the $1 billion market cap threshold. That either means the world has lost its mind, or something very interesting is going on under the hood in the innovation lab of Finance. Before meme stocks burst onto the scene with the Gamestop short squeeze in January 2021, there were…