Archive - Asymmetry

Introducing, Asymmetry

A newsletter unpacking technology-driven asymmetric advantage, specifically covering fintech, decentralisation, geopolitics, and global security.

Feb 5, 2024 •

February 2023

Floundering amidst narrative destruction: inefficiency is the enemy

There is a role for decentralised finance in traditional financial services; look for the inefficiencies and robustly solve for them.

Feb 8, 2023 •

November 2022

The Infrastructure and App Cycle: Strategic Thinking for Emerging Infrastructure Providers

Finding signal from noise in a gold rush is no easy task; keeping a level head and executing on strategy is crucial to win.

Nov 24, 2022 •

Is this the death of the DeFi Mullet?

Yet another case of CeFi parading around as DeFi, enabled by misaligned incentives and improper diligence.

Nov 12, 2022 •

September 2022

Managing Data in DeFi: The Emergence of a Decentralised AWS

What will minimum viable decentralisation mean for data infrastructure providers?

Sep 11, 2022 •

August 2022

The Defence Use Case for DeFi

Thinking through very real hypothetical scenarios and identifying credible use cases for DeFi

Aug 31, 2022 •

June 2022

YaaS: A framework for evaluating yield-as-a-service

An unfortunately timely analysis for analysing hybrid centralised/decentralised yield products

Jun 14, 2022 •

May 2022

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