Alan Au – Medium

Alan Au

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Alan Au
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AlgoTune

20% Yield? Lunacy or Brilliance? UST de-pegging risk? Part 3a- Deep-dive into Anchor protocol

We are going to cover the previous IRON/TITAN incident, and its indication to potential UST design risk and how oracle price mechanism…

Mar 24, 2022

20% Yield? Lunacy or Brilliance? UST de-pegging risk? Part 3a- Deep-dive into Anchor protocol

Mar 24, 2022

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Alan Au
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AlgoTune

Why did Celsius Network fail? —a deep-dive into Celsius’ Chapter 11 filing

We look into Celsius’ business model, cover some of the related stories, and lay out some of the important lessons learnt from its failure.

Aug 2, 2022

Why did Celsius Network fail? —a deep-dive into Celsius’ Chapter 11 filing

Aug 2, 2022

Alan Au

Nubank’s flywheel and investment thesis — part 4

Part 4 — Potential risks and valuation

Jun 2, 2023

Jun 2, 2023

Alan Au

Nubank’s flywheel and investment thesis — part 3

Nubank’s competitive moats

May 26, 2023

May 26, 2023

Alan Au

Nubank’s flywheel and investment thesis — part 2

Nubank business model and unit economics

May 19, 2023

May 19, 2023

Alan Au

Nubank’s flywheel and investment thesis — part 1

Nubank represents a very compelling investment opportunity at the current valuation

May 12, 2023

Nubank’s flywheel and investment thesis — part 1

May 12, 2023

Alan Au
in
AlgoTune

Celsius bankruptcy follow-up

On 8/14/2022, Celsius published additional information to disclose (a) the monthly cash flow forecast, (b) breakdown of assets and…

Aug 22, 2022

Celsius bankruptcy follow-up

Aug 22, 2022

Alan Au
in
Coinmonks

Celsius bankruptcy take-away

Celsius has been under the spotlight in the past month after its bankruptcy filing. Most of the media or podcasts only cover the surface…

Aug 4, 2022

Celsius bankruptcy take-away

Aug 4, 2022

Alan Au
in
Coinmonks

What just happened to UST? Stablecoin UST mechanism explained

Over the past 3 days, we saw tremendous volatility of both Luna and UST price triggered by the general risk-off sentiment in the risky…

May 11, 2022

What just happened to UST? Stablecoin UST mechanism explained

May 11, 2022

Alan Au
in
AlgoTune

Stablecoin UST mechanism explained, part 2

Over the past 2 days, we saw tremendous volatility of both Luna and UST price triggered by the general risk-off sentiment in the risky…

May 9, 2022

Stablecoin UST mechanism explained, part 2

May 9, 2022

Alan Au

Alan Au

Founder of AAC Capital. Co-founder of AlgoTune. Learner. Twitter @ aaualgotune. Website: 1) www.algotune.com, 2) https://aaccapital.substack.com/

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