Sean C pfp

Sean C

@cove

316 Following
1161 Followers
Sean C pfp
Sean C
@cove
Who gets the inflation? Fiat rewards sitting close to the spigot, Protocols (should) reward behavior that benefits the network.
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Sean C pfp
Sean C
@cove
I'm an emerging markets investor. In cryptoeconomies ๐Ÿ˜
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Sean C pfp
Sean C
@cove
Crypto is when Code becomes Capital.
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Sean C pfp
Sean C
@cove
Everything is cycles. One cycle we're in is the ending of a long term debt cycle. Another is a shift from internal order to disorder.
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Sean C pfp
Sean C
@cove
Crypto may not always be winning in Silicon Valley, but it's winning in Istanbul, Lagos, and Buenos Aires. Exit can mean survival.
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Sean C pfp
Sean C
@cove
All investible assets are in competition with one either, just like any other resource.
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Sean C pfp
Sean C
@cove
If you hold it, you own it.
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Sean C pfp
Sean C
@cove
It seems inconceivable and then it happens.
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Sean C pfp
Sean C
@cove
Yield bearing hats, with friends. deptofagri.com
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Sean C pfp
Sean C
@cove
A lot of value capture in the financial world comes from restrictions - both technological and regulatory. Crypto is borderless. And we have barely started exploring different ways value can route.
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Sean C pfp
Sean C
@cove
The best investments and business are the ones that: - Everybody needs - Can't be stopped - Most people don't understand yet
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Sean C pfp
Sean C
@cove
Cash flow generating, deflationary, bearer assets.
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Sean C pfp
Sean C
@cove
The best cryptoeconomic systems turn individual greed into collective value.
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Sean C pfp
Sean C
@cove
Congrats friend it looks great, happy to have one.
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Sean C pfp
Sean C
@cove
Life is just cycling between different lost and then found headphones.
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Sean C pfp
Sean C
@cove
Issuance, settlement, and payments are the least interesting things about stablecoins. IYKYK.
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Sean C pfp
Sean C
@cove
I briefly walk through this concept and touch on how we're building towards it with Crowd Liquidity @eco. This category is still early but I believe the opportunity is massive. https://open.substack.com/pub/capitalcontrol/p/productive-dollars?r=7376l&utm_campaign=post&utm_medium=web
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Sean C pfp
Sean C
@cove
This kinda of yield is almost non-existent in TradFi. But with stablecoins, it's now possible to have programmable dollars earning fees on open networks. No leverage and no central bank.
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Sean C pfp
Sean C
@cove
Most people chase yield when rates are high and take too much risk when rates fall. What we're missing is a third path: structural yield on USD not based on interest rates, but on economic activity itself.
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Sean C pfp
Sean C
@cove
Almost every dollar of yield in the world is tied to the Fed. But what if it didn't have to be? A short post on the rise of non-rate-correlated yield and why stablecoins are the unlock:
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