Reletter
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Cryptechie\ud83d\udcb1

Nakul Gupta

Practical deep dives dissecting companies & topics around crypto, venture investing, product management and fintech

Platform
Substack
PricingFreemiumPublishesWeekly
Issues29Founded6 years agoLast Issue5 months ago
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cryptechie.com
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Latest Issues

The next Supercycle, and why it will bring trillions on-chain

Executive Summary

The US is on the verge of its largest monetary transformation since the birth of the Eurodollar system. New regulatory frameworks like the Genius Act and the upcoming Clarity Act formalize a clear path for banks, funds...

5 months ago
5

Blockchain and Real World Supply Chain

Fashion supply chains are notably complex, involving numerous stages from raw material sourcing to manufacturing, distribution, and retail. The journey of a single garment can span multiple countries and involve a web of suppliers, factorie...

2 years ago
3

How big is the MEV opportunity?

Exploring MEV and if Flashbots is really worth $1B valuation

Flashbots recently raised at $1B valuation as the foundational player in the Ethereum block-building space and architect of its MEV dynamics. I went deep into MEV rabbit hole to...

3 years ago
1
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How Blur beat OpenSea

Is Blur going to kill Opensea?

What is Blur?

@blur_io was launched by @PacmanBlur on Oct 2022.

It has no marketplace fees, and enforces a 0.5% minimum creator royalty.

In 4 months, Blur has shaken Opensea’s domination.

...

3 years ago
5
1

How to invest in DeFi: A first principles approach

Using a data-driven framework to evaluate Crypto projects

Evaluating Web3 projects in DeFi, especially if they are early is challenging. Having invested in ~30 projects, I realized that while a lot of the core fundamentals of traditional f...

3 years ago
14
1
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