Front-running the next generation of wealth creation

Start-ups, self-sovereignty & financial independence:

  1. What it means to take custody of your crypto

  2. Start-ups will not make you rich 💯

  3. The rich and poor in 2 charts

  4. The option pool shuffle at private companies

  5. Code is law, sometimes

  6. Do you think that’s air you’re breathing?

  7. What happen to the wealth creation?

  8. The internet is fake

Research and investing:

  1. The bear case on Lido: Ethereum’s largest staking protocol is burning cash 🔥

  2. The bull case on Grayscale’s bitcoin trust: Is now the time to buy GBTC?

  3. Real-world assets and on-chain collateral risks

  4. Calculating Ethereum's implied volatility

  5. What's causing crypto prices to go up?

  6. Bitcoin and Ethereum correlation to US equities

  7. Top 3: MakerDAO becomes a landlord | Optimism token valuation | $GMI didn’t make it

  8. A glimmer of hope

  9. No crypto winners in 2022

  10. A case for $1,200 Ethereum by end of year 2022

  11. Thoughts on a bear market in 2021

  12. Staked ethereum: The low yield of a US treasury bill with the high risk of crypto

  13. The economic triangle of death

  14. Crypto summer of scams 2023: Fake yield aggregatores

System of money and failures of centralization:

  1. 40 years of failure: Why centralized monetary systems are failing 🔥

  2. Somebody else has both of our sh*t and they’re watching us fight

  3. The hardest game: predicting a recession

  4. The unpredictability of Wall Street predictions

  5. Swimming in a sea of mediocrity and excess pork: The US Cares Act

  6. A random walk down blockchain hell

Frauds and scams in crypto and media:

  1. Mainstream mediocrity

  2. The Grayscale Bitcoin trust premium ponzi

  3. Grayscale misconduct and conflicts of interest within Digital Currency Group

  4. How to steal $16 billion 🔥

  5. How to build a ponzi empire with fake money

  6. The fake bailout of centralized crypto banks

  7. Welcome back to work diamond hands

  8. Grayscale misconduct and conflicts of interest within Digital Currency Group

  9. Untangling Digital Currency Group and Gemini

Digital Art and NFTs:

  1. How NFTs and digital art are stored and accessed on the Ethereum blockchain 🔥

  2. Centralization risks of NFTs

Ethereum DeFi essentials:

  1. How to transact on Ethereum, understand gas fees, and use blockchain explorers

  2. How to onboard to layer 2 roll-ups and measure transaction fees

  3. How to borrow eth, lend and measure risk

  4. How to repay a crypto loan, prevent automatic liquidation, and calculate your liquidation threshold

  5. Remember the merge

  6. How to take custody of your crypto assets with a Gnosis multi-sig wallet 🔥

  7. How to model an overcollateralized loan and avoid liquidation with Aave

  8. How to get an undercollateralized loan with Sentiment 🔥

Want more? Join the conversation below.

📚 Like to read books? Here are my favorites:

  1. Irrational Exuberance

  2. Player Piano

  3. The Bitcoin Standard

  4. Ethereum

  5. The Gold Standard

  6. The Sovereign Individual

If you’ve found this roadmap helpful, share it with someone you know!

To knowledge and wisdom,

John Cook
San Francisco, CA