Archive - Phil's Notes

The Many Angles of Bitcoin Adoption

It might make sense just to get some in case it catches on. If enough people think the same way, that becomes a self fulfilling prophecy. – Satoshi…

Feb 12, 2020 •

November 2019

"The Sovereign Individual" Investment Thesis

Globalization, Digital Money, & Dissident Technology

Nov 12, 2019 •

October 2019

The Most Exciting Investment of the Century

Oct 23, 2019 •

August 2018

Valuing Productive Cryptoassets

This post focuses on productive cryptoassets and their respective valuation frameworks. These assets can be modeled similarly to real estate, equity…

Aug 1, 2018 •

May 2018

A Framework for Valuing Governance Tokens: 0x

Governance in distributed, open source networks is a frequent point of discussion in the cryptosphere. These networks allow developers to create and…

May 9, 2018 •

April 2018

Conflict: Store of Value vs Utility

A battle as old as time itself? Stores of Value (SoV) such as Bitcoin should optimize for a level of predictability in the long-term. In the digital…

Apr 8, 2018 •

February 2018

Thoughts on Token Mechanics

Public blockchains and their use of incentive-based models will be a driving force in reshaping the use of currency in the digital age. Part of this…

Feb 24, 2018 •

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