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…12 min read·Mar 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.20 min read·Aug 2, 2022----
Alan AuNubank’s flywheel and investment thesis — part 4Part 4 — Potential risks and valuation3 min read·Jun 2, 2023----
Alan AuNubank’s flywheel and investment thesis — part 3Nubank’s competitive moats5 min read·May 26, 2023----
Alan AuNubank’s flywheel and investment thesis — part 2Nubank business model and unit economics8 min read·May 19, 2023----
Alan AuNubank’s flywheel and investment thesis — part 1Nubank represents a very compelling investment opportunity at the current valuation10 min read·May 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…3 min read·Aug 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…3 min read·Aug 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…11 min read·May 11, 2022--1--1
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…6 min read·May 9, 2022--1--1