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Three Trends in DeFi
Consumer DeFi, The RWA Flywheel, and DeFi's Platform Moment
Jan 14
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Mason Nystrom
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Three Trends in DeFi
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December 2024
The Trillion Dollar Opportunity
Stablecoins: The Next Decade of Digital Dollars
Dec 5, 2024
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Mason Nystrom
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The Trillion Dollar Opportunity
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August 2024
Exchanges Everywhere All At Once
Exchanges and where to find them
Aug 1, 2024
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Mason Nystrom
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Exchanges Everywhere All At Once
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July 2024
Joining Pantera
Onchain, Onwards
Jul 11, 2024
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Mason Nystrom
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Joining Pantera
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The Hot Start Problem
When speculation is a feature vs a bug
Jul 6, 2024
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Mason Nystrom
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The Hot Start Problem
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The Privatization of Orderflow and Resurgence of the Fat App Thesis
Fat apps are inevitable
Jul 3, 2024
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Mason Nystrom
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The Privatization of Orderflow and Resurgence of the Fat App Thesis
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The New Attention Merchants: Expanding the SocialFi Frontier
Tim Wu
Jul 2, 2024
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Mason Nystrom
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The New Attention Merchants: Expanding the SocialFi Frontier
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June 2024
Tokenized Marketplaces: Bootstrapping and Scaling Active vs Passive Supply
Not all supply is the same.
Jun 20, 2024
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Mason Nystrom
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Tokenized Marketplaces: Bootstrapping and Scaling Active vs Passive Supply
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May 2024
Verticalization of the Web3 Social Stack
Examining the exchange-first vs social-first approach to building web3 social apps
May 30, 2024
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Mason Nystrom
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Verticalization of the Web3 Social Stack
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January 2024
Onchain Namespaces: An Emerging Crypto Business Model
ENS built a strong business issuing .eth usernames, and now that model is catching on fast.
Jan 25, 2024
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Mason Nystrom
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Onchain Namespaces: An Emerging Crypto Business Model
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December 2023
Crypto AI Agents: The First-Class Citizens of Onchain Economies
An LLM, Jared-from-subway, and a Telegram bot walk into a bar...
Dec 5, 2023
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Mason Nystrom
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Crypto AI Agents: The First-Class Citizens of Onchain Economies
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November 2023
DePIN and DeREN: Toward a Better Classification of Decentralized Infrastructure Networks
With the rapid expansion of decentralized infrastructure networks, it’s worth redefining these networks into two categories based on their unique…
Nov 13, 2023
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Mason Nystrom
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DePIN and DeREN: Toward a Better Classification of Decentralized Infrastructure Networks
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