Sangyoon’s Newsletter | Dan Sangyoon | Substack

Two Arbitrage Investments in Crypto, Part I: Mt. Gox Bitcoin Claims

Assessing a special situations opportunity in crypto

Jan 18 •

New

Top

Leaving VC → Startup

I left my job at Draper Associates at the end of 2021 to brush up on coding through a bootcamp called Hack Reactor. It was several years in the making…

May 3, 2022 •

How Economic Moats Fail —A Gillette Case Study

How platform shifts let startups win

Sep 18, 2021 •

How To Intelligently Invest in Crypto as a Retail Investor (from a VC)

Be an investor, not a speculator

Jul 25, 2021 •

Reflection On My 2020 Investments — Bitcoin, Baidu, Cross-Harbour Holdings, and Cinemark

This is a recap of my largest concentrated positions in my personal portfolio, and how they have performed

Feb 25, 2021 •

Fundamentally Valuing Uniswap

Opinions expressed are solely my own and do not express the views or opinions of my employer.

Feb 14, 2021 •

Fundamentally Valuing MakerDAO

Opinions expressed are solely my own and do not express the views or opinions of my employer.

Oct 27, 2020 •

When Everyone Corrected the World’s Smartest Woman

Using Python to prove a controversial brainteaser

May 4, 2020 •

Sangyoon’s Newsletter

Investing, crypto, programming and life.

Sangyoon’s Newsletter

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