Below are some of my top posts, plus a collection of other valuable long form content.
My top posts
Curated selection of long form content
Investor Perspective of Crypto
Cambridge Associates, one of the leading voices for institutional investors, wrote this post on why institutional investors should begin exploring the blockchain space. It is one of the best succinct posts on why this space matters, the different asset structures that out there, and overall big picture trend of the space.
John Pfeffer, formerly a partner at KKR, lays out the institutional investors take on Bitcoin. It dives further than the Cambridge Associates piece above and lays out the massive market potential cryptoassets as a whole are going after.
Richard Gendal Brown, back in 2014 wrote this amazing piece on how equity moves around the traditional financial settlement system . This post deconstructs how and why the system is setup the way it is today and is an invaluable post for really understanding the infrastructure underpinning the securities market.
Khan Academy has a great video which explains how credit cards networks work, including all of the core concepts (issuers, acquirers, interchange fees, etc.) and how the whole ecosystem fits together.
Technology (Open source, Bitcoin, Mining)
Nic Carter, partner at Castle Island VC, writes one of the best articles encapsulating the soul of Bitcoin and what people in this space are fighting for.
Simon Morris, an early BitTorrent team member, shared this four part series (1, 2, 3, 4) on why decentralization matters, focusing on early lessons from BitTorrent. The biggest takeaway for me was even though BitTorrent revolutionized the media industry the ultimate winners in the ecosystem ended up being Spotify & Netflix. It’s always important to understand where value accrues in a new system.
Christopher Allen, a former principal architect at Blockstream, wrote a post detailing everything you need to know about self custody.
Kevin Kwok, formerly of Greylock Partners, wrote this post exploring: forks, their role in the crypto ecosystem, and governance at large.
Dan Held, co-founder of Interchange, dives into the security budget and supply schedule of Bitcoin. This post looks into the relationship between block rewards, transaction fees, and how they interact with the Bitcoin supply schedule.
CoinShares’ produces great in depth reports on the mining industry including: the dynamics of the mining industry, an overview of energy sources used by Bitcoin miners, and two long form posts about the marginal creation cost & energy consumption of the Bitcoin Mining network in May 2018 and June 2019.
For people who are new to crypto, this video by Anders Brownworth gives a great visual lesson on how a blockchain works.
Anders Brownworth has a follow up video that shows how the private/public keys sign messages that end up in the blockchain.
3Blue1Brown also produced a good video that helps build your understanding on how Bitcoin and its underlying blockchain works.
I would also highly recommend reading the Bitcoin whitepaper. It’s the gold standard of crypto and surprisingly easy to read through directly.