I’m Tripoli 👋 and I spend my time doing data analysis and theorycrafting in the cryptocurrency space. These days I'm particularly focused on the impact of MEV on Ethereum's geographic decentralization. Below is a breakdown of my writings from each year.
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2023
- The Year in Blockspace Demand (2023)
- Timing Games - MEV CC 7
- The Influence of CeFi-DeFi Arbitrage on MEV-Boost Auction Bid Profiles
- Rules and strategies of a protocol
- Is it insane to speculate on Friend.Tech keys?
- Explaining the Friend.Tech experience with Pokémon Blue
- Addendum: Endgame Perils of Restaking
- User Generated Content Data Platforms
- Endgame Perils of Restaking
- Dichotomous Volatility
- The impact of inscriptions on Bitcoin's fee market
- Partial withdrawals after the Shanghai fork
- The Economics of a Witness Stuffing Chain Stall Attack
- Blockspace Competition and Inclusion Times
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2022
- The Year in Blockspace Demand (2022)
- A wish list for crypto in 2023
- Reflecting on flows models
- The Merge and crypto's electricity consumption
- Location didn’t matter for Bitcoin miners, until it did
- Staking yield and ratios
- Charting Ethereum into The Merge
- Coin Metrics' State of the Network: Issue 169
- The bitcoin security model endgame
- The state of bitcoin transaction fees
- Manipulating the velocity of money in proof-of-stake
- Decoding cryptoasset network effects
- How is the options market pricing The Merge
- Ethereum validator withdrawals
- Trading accumulation trend scores
- Macro trend analysis via altcoin correlations.
- The base effects of revenue per hash
- Proof-of-stake and the Cantillon effect
- Positioning Bitcoin mining stocks in a portfolio
- Network effects: ethereum
- Network effects: bitcoin
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2021
- Is Bitcoin Long-Volatility?
- A Flows-Based Ethereum Price Model
- Flows Analysis of Bitcoin Price History
- The Supply Stability of EIP-1559
- Cryptocurrency Portfolio Optimization
- Trading bitcoin exchange flows during a bull run
- The Bitcoin Fear & Greed Index Below the surface of EIP-1559
- Exchange Balances / Flows
- State of the (Ethereum mining) union
- EIP-1559