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The Rich Get Poorer

lowhangingfruit

Hopium reads only

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Issues16Founded5 years agoLast Issuea month ago
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Latest Issues

The Rise of Just-In-Time Research

Research is a craft. Everyone has their own way of going about it, their own processes, their own frameworks, their own opinions, their own models, their own correct sources of data, their own correct interpretations of data, so on and so f...

a month ago
1

Don't Midcurve AQAv2

USDC becomes the quote asset for canonical Hyperliquid markets.

  • Coinbase is expected to share “most” / a significant portion of reserve yield revenue with Hyperliquid. I would expect anywhere between 75% and 90%

  • Coinbase + Circle...

a month ago
1

Humans Will Be More Relevant Than Ever

I’ve had far too much time to really play around with AI, augment components of my life with it, and even build things with it. LLMs are simply incredible. But most of the time, they lack perspective. Humans work the same way too.

I think...

2 months ago
1

Sticky Moats: Maple Finance

This piece was originally published as an X Article on February 6, 2026. You can find the original here.

Before diving into the protocol, I want to shed some light on the pivot that Maple Finance has been able to make to a new age DeFi pro...

3 months ago
1

Internet Capital Markets: A Problem Half Solved

This piece was originally published as an X Article on March 1, 2026. You can find the original here.

There’s a lot of experimentation going on with internet capital markets. You can trade a wide spectrum of assets, onchain, 24/7. You can...

3 months ago

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