Writing

I saw this tweet a few days ago and thought “that’s clever”: Is $BTC a hedge against economic uncertainty? Our report "Bitcoin’s Quantitative Tightening vs. Central Banks' Quantitative Easing" sets out to answer just that. Download it here: https://t.co/EmEs2vT93d pic.twitter.com/E8gORKjZSe [...]  Read more

One key lesson from COVID19 is that we need a lot more decentralization. This is especially true when the center is as inept at managing the crisis as the US federal government has proven to be. For example, the power [...]  Read more

Food Bank For New York City is NYC’s leading hunger-relief organization. During this crisis, the number of people turning to their emergency food network has increased by 50% . Here are some interesting stats from their website: $1 helps provide 5 meals OR [...]  Read more

I got a lot of feedback on my post yesterday and a bunch of it was around the issue of privacy and whether we really care to keep our personal data private. I think we are increasingly aware of our [...]  Read more

Christina Farr at CNBC has a good post that details the back story of how Apple and Google came together to implement an interoperable system and a set of APIs and SDKs to allow third parties to build exposure alerting [...]  Read more

This moment we have been living through over the last two months has put pressure on many companies to figure out how to keep the lights on and stay in business. It has also been a second wind for some [...]  Read more

I wrote a blog post in September of last year arguing that gross margins and operating margins really matter when valuing companies. I argued that “software companies with software margins” are better businesses than tech companies that are not really [...]  Read more

Yesterday, Gabrielle Hamilton, the chef/owner/creator of Prune , a tiny twenty-year-old restaurant in the east village that The Gotham Gal and I and our family have always loved, wrote a piece in the New York Times that really captures the [...]  Read more