Your Guide to DeFi tokens and governance - from the trenches.
25 Feb 2022 5 minute read 6 comments Pinotio.com
Summary: The price of a currency is determined by its circulating volume and velocity. The lower the velocity (higher the holding period) the higher the price. The more people see Ethereum or Bitcoin as offering censorship resistant data-storage...
2 Jan 2022 1 minute read 0 comments Pinotio.com
An up to date version of this article is maintained here: https://pinotio.com/a-valuation-framework-for-bitcoin/ The best framework I have so far is to think of Bitcoin ownership as ownership of a piece of art. More specifically: There are a maximum...
29 Dec 2021 3 minute read 0 comments Pinotio.com
An updated version of this post is maintained here. Summary: A year in review: Up 75% for the year. 75% is bad compared to the crypto market. Quality matters. Farming tokens in projects I believe in. Re-farming of rewards. Exploits and Failures happ...
22 Oct 2021 4 minute read 0 comments Pinotio.com
An up to date copy of this article is maintained here. No. I currently have about as much Bitcoin as Ether. However, I'm starting to reconsider: Proof of Work is underrated by the general public. Bitcoin Lightning is fast and cheap for doing tra...
20 Aug 2021 4 minute read 2 comments Pinotio.com
Plus Surplus Buffers, Preventing Governance Attacks, and Vitalik Challenges How DAOs vote Grant Debacles on Uniswap Blockchain protocols often reserve a portion of their governance tokens for community grants to help grow the protocol. Uniswap an...
16 Aug 2021 4 minute read 0 comments Pinotio.com
Why invest in crypto index funds? Probably the best known index fund for stocks is the S&P500. This tracks the market value of 500 large US stocks. By investing in the S&P500 (via Vanguard, Schwab, Blackrock or State Street), one can get exposur...
13 Aug 2021 2 minute read 0 comments Pinotio.com
Summary: Celo protocol delays decision on how to pull token emissions back on target. Comparing Celo vs Ethereum 2.0 in how they set staking rewards. Celo delays decision on how to pull epoch rewards back on target DeFi protocols typically have a s...
9 Aug 2021 2 minute read 0 comments Pinotio.com
Overview: Hardware Setup. Channel Setup (work in progress). Basic Economics of Bitcoin LN (work in progress). TBD... 0. What is Bitcoin LN and Should I set up a Node? In short, Bitcoin LN allows for small bitcoin transactions to be made more quic...
6 Aug 2021 5 minute read 0 comments Pinotio.com
Summary: This week, I'll focus on the Celo platform's token economics and governance token emissions. First, in other news: Gary Gensler gives a speech indicating his initial approach to US crypto regulation: https://www.sec.gov/news/public-stat...
3 Aug 2021 3 minute read 0 comments Pinotio.com
Subscribe on Pinotio.com to get a weekly governance and investment update Today's post - which is really last week's post - comes a little late as I've been travelling. I still plan a further governance update this coming Friday (Aug 6th), which com...
