The Fat App Thesis: An Inflection Point in Value Accrual

The Fat App Thesis: An Inflection Point in Value Accrual - Delphi Digital

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For example, we value traditional companies based on assets and cash flows. Companies with more capital – or expected ability to absorb more capital in the future – are ideally valued more highly than others.That isn’t the case for every organization. Jacob Horne argues in his essay on “Hyperstructures” that crypto protocols built with certain trai... See more

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Frameworks v0.2

FRAMEWORKS v0.2 Many of the thoughts in this document draw on and synthesize concepts from economics, math, physics, chemistry, biology, and psychology. Here are a handful of core concepts that are often relied on as inputs: Activation energy Behavioral economics Cognitive biases Darwinism En...

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