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John Cook
John Cook

386 Followers

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Aug 15

A random walk down blockchain hell

Dear frontrunners, Remember the phrase “A decentralized, trustless, permissionless peer-to-peer network?” These words were used in the Bitcoin, then Ethereum, whitepapers published in 2008 and 2014. I think as web3 and the crypto economy continue to advance, the principles which served as crypto’s foundation are unfortunately becoming less relevant. This…

Crypto

5 min read

A random walk down blockchain hell
A random walk down blockchain hell
Crypto

5 min read


Aug 5

Crypto’s summer of scams 2023: fake yield aggregators

Dear frontrunners, A group of anons with NFTs as their PFP and Chinese characters as their discord handle create a “decentralized yield aggregator” on a beta version of an L2 that just launched onto mainnet 90 days ago. …

Cryptocurrency

5 min read

Crypto’s summer of scams 2023: fake yield aggregators
Crypto’s summer of scams 2023: fake yield aggregators
Cryptocurrency

5 min read


May 14

The economic triangle of death

Dear frontrunners, Today let’s take a step back and assess the broader economic uncertainty surrounding us. This will serve as the foundation for a subsequent analysis to be published related to corporate valuations and the hemorrhaging of cash seen in private firms in web3 and technology. Depending on where you…

Economics

8 min read

The economic triangle of death
The economic triangle of death
Economics

8 min read


Feb 10

Crypto becomes a landlord

We review real-world assets in the crypto ecosystem by exploring MakerDAO’s foray into commercial real estate. Originally published on frontruncrypto.com — click here to subscribe for free. Dear frontrunners, There’s been a re-emergence of the “real world asset” (RWA) narrative within the Ethereum crypto ecosystem: On-chain loans used to fund…

Cryptocurrency

6 min read

Crypto becomes a landlord
Crypto becomes a landlord
Cryptocurrency

6 min read


Dec 31, 2022

No winners in 2022

Top 3 topics for the week of 12/25/22: Crypto VCs fail to deliver | Binance Mega FUD | Ethereum banned Originally published on frontruncrypto.com — click here to subscribe for free. Dear frontrunners, Merry Christmas and happy holidays! Frontrun has been a gift that has been giving all year. The…

Cryptocurrency

11 min read

No winners in 2022
No winners in 2022
Cryptocurrency

11 min read


Dec 17, 2022

S&P500 2023 Forecast: Wall Street says “not sure”

Originally published on frontruncrypto.com — click here to subscribe for free. Dear frontrunners, Previously we discussed the dispersion of opinion with respect to economists’ ability to answer the following question: “Are we in a recession?”. We explored how institutions quantify the word “recession” and what macroeconomic indicators are used. The…

Investing

7 min read

S&P500 2023 Forecast: Wall Street says “not sure”
S&P500 2023 Forecast: Wall Street says “not sure”
Investing

7 min read


Dec 12, 2022

70% of all digital art is centralized, including the world’s most expensive NFT.

Originally published on frontruncrypto.com — click here to subscribe for free. Dear frontrunners, In this two-part series, we explore the never-ending centralization risk vectors of NFTs, quantify the impact on the Ethereum chain, and review the types of storage solutions used by NFT hosting providers. Part 1 outlines the scope…

Cryptocurrency

15 min read

70% of all digital art is centralized, including the world’s most expensive NFT.
70% of all digital art is centralized, including the world’s most expensive NFT.
Cryptocurrency

15 min read


Dec 5, 2022

Did FTX engineer a fake bailout of BlockFi?

Originally published on frontruncrypto.com — click here to subscribe for free. Dear frontrunners, The system of complex corporate structures & financially engineered crypto derivatives continues to unravel with every new bankruptcy proceeding, creditor claim, and financial statement leaked on the internet. Two themes permeate throughout every document: FTX is at…

Cryptocurrency

7 min read

Did FTX engineer a fake bailout of BlockFi?
Did FTX engineer a fake bailout of BlockFi?
Cryptocurrency

7 min read


Dec 3, 2022

Was Grayscale’s bitcoin premium a leveraged ponzi?

Originally published on frontruncrypto.com — click here to subscribe for free. Dear frontrunners, Previously we concluded the most recent episode of wealth destruction across the crypto ecosystem was a result of the co-mingling of depositor funds enabled by a ponzi coin with supply and demand artificially engineered by a centralized…

Bitcoin

10 min read

Was Grayscale’s bitcoin premium a leveraged ponzi?
Was Grayscale’s bitcoin premium a leveraged ponzi?
Bitcoin

10 min read


Nov 26, 2022

The hardest game: predicting a recession

Originally published on frontruncrypto.com — click here to subscribe for free. Dear frontrunners, Happy Thanksgiving to all of frontrun’s US readers. I am grateful for the 135 new subscribers who have joined the frontrun community over the past 14 days. …

Business

9 min read

The hardest game: predicting a recession
The hardest game: predicting a recession
Business

9 min read

John Cook

John Cook

386 Followers

Advocate of transparent financial systems & governments that serve the people | Macro, markets & crypto research @ http://frontruncrypto.com

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