Five crypto things I want to figure out:
- Is Nexo exposed to private credit, or are all their loans overcollateralized? Their rates feel too good for pure overcollateralized lending.
- If I use privacy protocols, do my wallets get flagged by Chainalysis? This matters because Source of Funds and Proof of Wealth audits usually rely on Chainalysis data. If flagged, I won't use them.
- Will Polymarket & Kalshi launch tokens, or go the IPO route? It's a critical test for token vs equity debate.
- What happens to stablecoin regulation if the CLARITY Act passes vs. fails? Right now I can't find a good insight of either scenario.
- Why isn’t futarchy more common in DAOs? Futarchy swaps opinion polls for prediction markets. It could make DAOs fun again by bringing speculation but why futarchy isn't picking up?
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