Archive - SW(ShawnWang)’s Newsletter

Narrative, Manipulation and Trading

Trade against the masses..?

Aug 28, 2023 •

March 2023

Why is Amazon so big

Taxing everything

Mar 6, 2023 •

January 2023

Envision the endgame of crypto network

Jan 14, 2023 •

November 2022

Application-specific blockchain thesis: step by step from whole picture

Dive into the concrete contexts and details to evaluate app-chain

Nov 16, 2022 •

October 2022

Network effects 101: understand basics underlying iconic products in our time

Forget about Metcalfe's Law, be more practical

Oct 31, 2022 •

September 2022

A basic framework for tokenomics

It's about value flow.

Sep 22, 2022 •

Key mental models

They are the most powerful thinking tools

Sep 20, 2022 •

August 2022

Evaluate layer-1 chain from a security perspective

Security is unforkable

Aug 2, 2022 •

June 2022

A structured overview of token value

It's all about value creation and value capture.

Jun 27, 2022 •

Understand Elon Musk from raw data

He is still underrated

Jun 2, 2022 •

May 2022

Algorithmic Stablecoins: The fragile negative feedback loop

The essence of algo stablecoins' failures is unexpected feedback effects

May 24, 2022 •

Script: EP.02-和chenjia404聊聊算法稳定币，复盘LUNA的大败局

Host/主理人联系方式

May 17, 2022

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