Archive - zksyncenjoyer’s Newsletter

Book Review: "The Crisis of Democratic Capitalism", Martin Wolf

Humanity’s most remarkable characteristic is the ability to turn what it has imagined- gods, tribes, states, nations, money, companies- into social…

Aug 11, 2023 •

April 2023

Brief Reflections

It’s been a while since I’ve actually written something directly about crypto markets, but since things have been more interesting than normal lately…

Apr 30, 2023 •

Youth Malaise: Fact or Fiction?

Hysteria regarding the plight of Western Youth obscures the fact that the situation in the East is much worse, at least economically.

Apr 25, 2023 •

February 2023

Explain like I'm 5: Interest Rates

Following text heavily indebted to Edward Chancellor's book, "The Price of Time"

Feb 25, 2023 •

November 2022

Why the global economy has peaked in the short to medium term

tldr: demographics look bad and global debt is at unsustainable levels On a Monday morning in the late summer of 1931, the lobby of the First National…

Nov 26, 2022 •

All Lend, No Borrow

DeFi Interest Rates

Nov 16, 2022 •

Genius and Madness

The Fall of Sam Bankman-Fried

Nov 9, 2022 •

Nov 8, 2022 •

The LSDification of everything

L1 Value Accrual

Nov 1, 2022 •

October 2022

When is it fair value to LP?

Oct 26, 2022 •

This is zksyncenjoyer’s Newsletter, a newsletter about things.

Oct 26, 2022 •

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