HeyJaredBasis Point
research, notes, and unfinished thoughts on markets and thematics. Opinions are mine.
- Indexed issues, last 90 days
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- Aug 2, 2026
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- Aug 2, 2026
Latest issues
MetaDAO Ownership Coins (opens the original)
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Ownership coins are an upgrade over classic ICOs and memes. They give same price entries for funds and retail, performance-gated team upside that forces low starting FDVs, transparent treasury under market control, and a recovery path that stops pure extraction. This offers better risk/reward distribution with thinner left tails than almost anything else in crypto, plus upside that is still uncapped if the business works.The long-tail/solo-dev acceleration is a double-edged sword. It is valuable
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