Uniswap’s Move to the Top of the Stack

Previously I have written how liquidity “primitives” like Uniswap don’t attempt to have a direct relationship with the customer. They are deep in the ...

#thetinkeringsociety#defi#decentralized finance#uniswap

‘More Human Than Human’

The 1982 Blade Runner is a masterpiece.A recent rewatch brought up questions about AI and how crypto-biometrics could ultimately curtail the concerns ...

#thetinkeringsociety#identity#defi#decentralized finance

Milestones Towards a Long Position

As mentioned previously, I believe crypto-specific blow-ups and forced liquidation is behind us. Yet the gm Portfolio is in cash with the thesis that ...

#defi#decentralized finance#ethereum#thetinkeringsociety

vl-yCRV is Not a Threat to Convex

Note: this assumes a high level of familiarity with Curve ecosystem tokenomics. For a primer, read this first.It’s been a while since I caught up on t...

#thetinkeringsociety#ethereum#curvewars#convexfinance#curvefinance#yearnfinance

Silo Finance: Interesting, but…

The DeFi ecosystem needs lending markets for the long tail of protocol tokens.Being able to borrow and sell a token (short) is good for price discover...

#thetinkeringsociety#ethereum#blockchain#defi#decentralized finance

Dialing up DeFi: Mobile Wallets

Technology trends are mercurial.With early commercial mobile phones - let’s call this the OG Nokia era - the shared industry design goal was to shrink...

##thetinkeringsociety#accountabstraction#ethereum

Why DEXs?

The gm Portfolio is focused on decentralized exchanges which will be the majority of its core positions. Why DEXs?At this early stage of the DeFi arc,...

#gm portfolio

Timing the Market Is More Important Than Time in the Market

What’s the most important factor for success in crypto investing?I wish I could say it’s fundamental analysis because I spend a lot of time doing that...

#gm portfolio

Tracking Feisty Governance - A ChatGPT Hot Take

This is our second ChatGPT tinker. Make sure to check out PixelWhimsy, an NFT collection developed (almost entirely) by AI.Lots of DAOs bloomed out of...

#thetinkeringsociety#ethereum#blockchain#chatgpt#governance#daos

Pseudonymity and Social Media After LLMs

With AI-generated content and profiles proliferating exponentially, I’ve been frequently asking myself “ Is this human-generated? ” and “ Do I even care? ”. I believe that though seemingly simple, these are two of the biggest questions in determining the future of social media and guessing at w...

#thetinkeringsociety#decentralized finance#defi#web3#llm#chatgpt#ai#artificial intelligence#identity