This past week there was a Twitter debate between protocols about how aggregator vaults like Yearn compete versus users for yield. Discussion turned to a question about if these aggregator vaults should be seen as "whales" or as collections of smaller users? I was curious as well, and built this dashboard to try to gain insight into how many users are actually participating in Yearn vaults and how large their holdings are. Another semi-viral Twitter thread followed.

Uniswap v3 USDC/ETH liquidity pool providers are slashing their take rates by 1/6 to move to a lower fee tier and try to capture more volume. The first move has already been made, and other pairs are following. Read on the learn what's happening.

On May 11, 2021, Yearn Finance, the largest crypto yield aggregator (automated deposit, withdrawal, reinvestment strategies) introduced the WOOFY token, which tested two ideas: 1) Unit Price Psychology and 2) Dog Meme Coins.

The day I decided to try out Dune Analytics happened to also be a few days before Uniswap’s highly anticipated v3 launch. There were a few burning questions I had going into the launch: How does this impact how much Uniswap is used? Does v3 impact what pairs Uniswap is used for? Where is and isn’t v3 being adopted? A few hours later, I started getting some answers.

The first topic I want to touch on is wallets. In order for us to use any crypto-based application, we first need to set up our own wallet. Whether you believe that crypto is legitimate or not, this wallet-based system may show us how we'll be using the internet in the future.

Nothing recently has struck me quite like Paul Graham's latest essay "What I Worked On." I definitely had to leave a lot of important detail out when writing my own "What I Worked On" thread, but it was highly therapeutic. I knocked it out in about an hour, but I was physically shaking while I was writing it. But, I'm glad I did it. Here it is.

My jaw dropped. I felt like I was getting a look into the future of businesses and startups. Looking at creator businesses through the lens of customer loyalty helps explain why I think they'll lead a new wave of massive-scale businesses.