Archive - Dirt Roads

# 66 | A Network Model of Money

Thinking Through the Topology of the Ring That Rules Them All

Apr 23 •

January 2025

# 65 | Usual Money: a Valuation Framework

Choose Your Game. Master Your Game. Win, Lose, Own It

Jan 14 •

November 2024

# 64 | PREDICTION MARKETS (II): Spoiling the Election Love Story

Not So Fast, Elon. An Op-Ed For the Last Pre-Election Weekend

Nov 1, 2024 •

October 2024

# 63 | Crypto Prediction Markets

The Ultimate Nerd Primer No One Asked For

Oct 11, 2024 •

July 2024

# 62 | Ethena’s Odyssey: From Stable to Bond to Structured Product to Rollup

By the Time You Understand Ethena, Ethena Will Have Understood You

Jul 4, 2024 •

March 2024

# 61 | EigenLayer: My Value Analysis of Economic Security

Merits, Return Profile, and Blatant Ironies of the Hottest Protocol Out There

Mar 15, 2024 •

February 2024

# 60 | Off-Cycle: Reconstructing the Monetary Stack

X-Posting the Genesis Post From the M^0 Foundation Council

Feb 11, 2024 •

December 2023

# 59 | Death To Stablecoins!

I Have Been Called a Stablecoin Nerd, and I Hate Stablecoins

Dec 15, 2023 •

October 2023

# 58 | Bite By Bite: NounsDAO's Natural Demise

A History of Spending, Forking, Burning, and Ragequitting

Oct 15, 2023 •

August 2023

# 57 | PayPal $PYUSD: Does It Really Matter?

NQA-ness, the Money Printing Machine, and FinTech vs. Crypto

Aug 15, 2023 •

July 2023

# 56 | Almanac for Money Innovators

My Ten Takeaways From the 2023 Point Zero Conference

Jul 15, 2023 •

May 2023

# 55 | The 10-Minute Guide to Tether Reserves

Balance Sheet Quality, Money Transmission, Shadow Banking, and the Law of Hard Numbers

May 15, 2023 •

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