PM Notebook

Tagged

Blockchain

7 essays

Crypto & Web3

Bear vs Bull: Base (Coinbase L2)

Base pulled $2.4B in net inflows on Coinbase’s name. I dig into whether developer adoption matches the hype or it’s another subsidized ghost chain.

24 min read

Gaming

TL;DR: How Telegram Games Actually Work

Hamster Kombat hit 300 million users inside a messaging app. Here’s how Telegram games actually work and why developers are betting big.

10 min read

Crypto & Web3

Bear vs Bull: Solana

A concise teardown of the Solana Blockchain, exploring the Bear and Bull case.

11 min read

Crypto & Web3

Bear vs Bull: Polygon

Polygon bear vs bull analysis: evaluating MATIC as an Ethereum Layer 2 for gaming and DeFi, from scalability wins to competitive threats in the L2 landscape.

7 min read

Macro & Markets

Macro Monday: Web3 and the Supply Chain

How the global supply chain got here, what’s changing, and why Web3 games could give workers in developing economies a well-paid kind of digital work.

8 min read

Gaming

Crypto games to look out for in 2022 pt. 2

Crypto games to watch in 2022, part 2: Mines of Dalarnia, Ember Sword, Sunflower Farmers, Aurory, and how blockchain enables true digital scarcity.

13 min read

Gaming

Crypto games to look out for in 2022 pt. 1

Crypto games worth watching in 2022: Star Atlas, DeRace, Thetan Arena, Gods Unchained and Splinterlands, plus Dawn Protocol for esports.

14 min read