NOTES FROM A CURIOUS MIND

Ross Shuel

Thinking about markets.
Keeping a long view.

Writing on investing, market structure, and the systems that shape how money moves.

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003

2022-04-22crypto / solana

Solana: Positioned to Outperform

Why Solana's monolithic design, composability advantages, and fork-resistant ecosystem position it to outperform other non-Ethereum smart contract platforms.

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crypto solana investing

002

2022-04-20crypto / stablecoins

Pursuing Terra Resilience Through Interdependence and Diversified Reserves [Terra Part 2]

Examining Terra's strategic shift to cross-chain integrations, diversified reserves, and the 4Pool — and why it may not be enough long-term.

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crypto stablecoins terra

001

2022-03-24crypto / stablecoins

The Great Stablecoin Filter — Is Terra Almost Past It?

Applying Robin Hanson's Great Filter concept to assess Terra's long-term viability as an algorithmic stablecoin.

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crypto stablecoins terra