The post describes the AMM model and its most important implementation in the DeFi ecosystem: Uniswap.
Uniswap and the AMM model
U
Visa 10K: the mother of all protocols
V
The post presents an analysis of Visa 2020 10K and uses it to give more context around Visa's history, growth opportunities and potential threats.
DeFi Lending 2.0: Reputation & Real World Assets
D
The main argument of the essay is that, in order to really become a mainstream product, DeFi lending will have to expand across two main dimensions: reputation and real world assets.
A lending stack: merging DeFi with Traditional Finance
A
Last year, I wrote a post defining the most important component of a banking stack. This post is the complement to that one, and i describes the core elements of a modern lending stack, adding some new DeFi pieces to the architecture.
Compound, the DeFi money market
C
Compound is a money market protocol that allows users to lend and borrow crypto-assets in a global, permission-less, transparent and very rapid way, without a middleman.
The post presents an analysis of the protocol's main logics and its position in the DeFi Space.
What if a crypto currency becomes the mainstream payment method?
W
What if a crypto currency or a native digital currency becomes the mainstream payment method?
The post investigate the scenario of a digital currency becoming the main mean of payment and its implications on the wider financial ecosystem.
Core Banking 101
C
The deck presents the main elements of a core banking solution, its history and some guidance on the make vs buy choice of this solution.
A tale of two ecosystems: Square 10K
A
Starting from latest Square 10K, I investigate the dual nature of this business, analysing the 2 ecosystems that Square built: merchant and consumer.
How tokens could revolutionise the creators economy
H
A post on the impact on artists' financial life of a new token-based economy.
My thesis is that the sector’s structure and dynamics will be completely reshaped by the tokenization of the creators' revenue stream and their sale to a plethora of investors/fans. And that this model will be potentially applicable to other categories
The Apple moment for financial services
T
The argument of this post is that the Apple moment for financial services is coming and a new generation of fintech startups, built on engagement and coolness factor, is emerging very rapidly.