PinnedAlan AuinAlgoTune20% Yield? Lunacy or Brilliance? UST de-pegging risk? Part 3a- Deep-dive into Anchor protocolWe are going to cover the previous IRON/TITAN incident, and its indication to potential UST design risk and how oracle price mechanism…Mar 24, 2022Mar 24, 2022
PinnedAlan AuinAlgoTuneWhy did Celsius Network fail? —a deep-dive into Celsius’ Chapter 11 filingWe 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, 2022Aug 2, 2022
Alan AuNubank’s flywheel and investment thesis — part 4Part 4 — Potential risks and valuationJun 2, 2023Jun 2, 2023
Alan AuNubank’s flywheel and investment thesis — part 3Nubank’s competitive moatsMay 26, 2023May 26, 2023
Alan AuNubank’s flywheel and investment thesis — part 2Nubank business model and unit economicsMay 19, 2023May 19, 2023
Alan AuNubank’s flywheel and investment thesis — part 1Nubank represents a very compelling investment opportunity at the current valuationMay 12, 2023May 12, 2023
Alan AuinAlgoTuneCelsius bankruptcy follow-upOn 8/14/2022, Celsius published additional information to disclose (a) the monthly cash flow forecast, (b) breakdown of assets and…Aug 22, 2022Aug 22, 2022
Alan AuinCoinmonksCelsius bankruptcy take-awayCelsius 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, 2022Aug 4, 2022
Alan AuinCoinmonksWhat just happened to UST? Stablecoin UST mechanism explainedOver 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, 20221May 11, 20221
Alan AuinAlgoTuneStablecoin UST mechanism explained, part 2Over 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, 20221May 9, 20221