Category: Education

  • Our Framework for Evaluating a New Token

    Before anything touches the satellite sleeve it has to clear a checklist: a working product with real users, a credible team with public track records, a token that actually accrues value from the network’s use, transparent supply and unlock schedules, and liquidity deep enough to exit. Most things fail at step one. That is fine — the job is saying no.

  • Stablecoins Are Not All the Same — A Risk Primer

    Treat ‘stable’ as a claim to verify, not a guarantee. Ask three questions: what backs it, who audits that backing and how often, and can you actually redeem at par in size. Fully-reserved, regularly-attested fiat stablecoins sit at one end; algorithmic designs that lean on reflexive demand sit at the other, and we have watched several of those go to zero.

  • Understanding Layer-2 Rollups Without the Jargon

    A rollup batches many transactions off the main chain and posts a compressed proof back to it, so you get cheaper fees while inheriting the base layer’s security. Optimistic rollups assume batches are honest and allow a challenge window; zk-rollups prove validity up front with cryptography. For an investor the practical question is simpler: real usage, real fees paid, and who actually controls the sequencer.

  • Dollar-Cost Averaging Still Beats Timing the Top

    We ran the numbers again on a weekly buy versus trying to pick entries over the last three cycles. The lump-sum timer needed to be right about the top within a two-week window to beat a mechanical weekly buy, and almost nobody is. DCA is boring and that is the point: it removes the one variable — your emotions — that does the most damage.