Tag: Investing
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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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Web3 Gateways: The App Store for Ownership
Question: where did the phrase “going down the rabbit hole” come from? Answer: It goes all the way back to Lewis Carroll’s 1865 classic “Alice’s Adventures in Wonderland.” In the novel, Alice follows a white rabbit down a rabbit hole and finds herself in a fantastical and surreal place filled with peculiar characters, magical creatures,…
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David vs Goliath: When Advantage Tilts Toward Retail Investors
Retail or institutional, every market participant is unique. Renaissance Technologies is comprised of a cocktail of capabilities, expertise, and patient capital that others simply cannot match. Those characteristics are very different from a Millennial retail investor who stays active on investment forums, an insurance company that has to match assets to its liabilities, or a…
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The Top 25 Jobs-to-Be-Done in Retail Investing
One of the best pieces of writing advice is to write the article you wish already existed. When I set out to look for a concise list of the most common jobs-to-be-done for retail investors, particularly those who use online trading platforms, I came up rather empty (although I feel like Morgan Housel probably has…
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ESG Investing: Kick-starting the Shift From Shareholder to Stakeholder
ESG is one of the most discussed topics in investment management today. If you do a tour of the industry’s largest conferences in 2023, that three letter acronym—which stands for environmental, social, and (corporate) governance, btw—is likely to appear on each event’s agenda multiple times. Sustainable investing is #trending and almost every major asset manager…
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The Conveyor Belt of Finance and the Evolution of Alternative Investments
Today, it is hard to write about business without any mention of technology companies. From Apple to Amazon to Facebook, today’s tech giants are arguably the largest and most impactful organizations ever built. But when it comes to understanding this broad category, I’ve found myself asking: what exactly is a technology company? According to Investopedia,…
Paper & Blocks 