Jason Badeaux
@jasonbadeaux
Cofounder of Anode Labs. Bringing energy independence to every home.
Jason Badeaux
Applying the idea of decomposition to understanding token design and value created on top of it leads us to two entities: Value Capturing Mechanism (VCM) and Value Creation Pattern (VCP). The Mechanisms (VCMs) explain how value is created and how the token accrues value (describes origins of value capturing), while the Patterns (VCPs) describe how... See more
Vasily Sumanov • How can we understand and classify value creation in the web3.0 economy?
Dahn and his team solved this with a single crystal NMC 532 cathode. This has much higher levels of manganese (30%) and cobalt (20%), which makes it more efficient. Also, rather than being loads of crystals squashed together, they have been formed into one cohesive crystal, which means there are very few falts for degradation to take hold, which... See more
Will Lockett • Tesla’s Four Million Mile Battery
The underlying theme across all 8 of these bullets, except perhaps the last, is that each drives scale of battery production.
Kyle Samani • Tesla Is Not A Car Company — Kyle Samani
As I noted in Understanding Token Velocity, the V in the equation of exchange is a huge problem for basically all proprietary payment currencies. Proprietary payment currencies are, generally speaking, susceptible to the velocity problem, which will exert perpetual downwards price pressure.
Kyle Samani • New Models for Utility Tokens
On the upside, regulatory steps are already being taken to reform how DERs are integrated as a grid resource – though seeing the process through won’t be easy. In 2020, the Federal Energy Regulatory Commission introduced FERC Order No. 2222. This order requires grid operators across the U.S. to develop plans to provide DERs access to wholesale... See more
Grace Penders • Electrifying Everything: Let's Get Flexible
Financial assets are promises to trade certain things in the future, if certain events happen in the world. The financial system is the market for promises.
Not Investing Advice • The Market for Promises
Take solar since 1976. On average, module deployed capacity grew almost 40% per year while costs have fallen over 12% per year.
Tsung Xu • The transition to clean energy is accelerating
Tokenomics and
It's unfair to judge Ethereum (which launched 7 years ago) or Solana (which launched 2 years ago), both of which do claim to enable "use cases", by Bitcoin's 13-year history. Smart contract platforms are a different technology than blockchains, even if they are colloquially used interchangeably. Many major projects on Ethereum, have only a few... See more