Sangyoon’s Newsletter

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Why Stocks Move
A decomposition of stock price movements that challenges the idea that "fundamentals don't matter", but rather, that fundamentals are all that matter
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Dan Sangyoon
Ethereum Gas ELI5
A lot of people find gas confusing. Gwei, priority fee, burning, inflation... Let's understand it once and for all!
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Dan Sangyoon
1
Thesis for Coinbase (COIN) Investment in Q4 2023
Sharing my thesis for COIN late last year, and why there is room for a further run-up
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Dan Sangyoon

March 2024

The Consequences of Trading and Tax on Long Term Investment Gains
How taxes cause two investments earning the same rate of return to result in $1M vs $130M
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Dan Sangyoon

February 2024

IRR is Meaningless
The limitations of IRR and DPI for VC / PE funds, and why hedge funds have it much harder
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Dan Sangyoon
1

November 2023

Why You Should Upgrade from Hardware Wallets to Multi-Signature to Secure Your Bitcoin
Storing crypto on an exchange or a hardware wallet is risky. Instead, you should use a multi-sig setup.
 • 
Dan Sangyoon
Observations on Value Fund Managers During Difficult Times
Where some of the greatest learnings can be
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Dan Sangyoon

July 2023

Worldcoin
Thoughts on Worldcoin, and lessons learned from passing on the investment
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Dan Sangyoon
1

January 2023

Two Arbitrage Investments in Crypto, Part I: Mt. Gox Bitcoin Claims
Assessing a special situations opportunity in crypto
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Dan Sangyoon

May 2022

September 2021

How Economic Moats Fail —A Gillette Case Study
How platform shifts let startups win
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Dan Sangyoon

July 2021

How To Intelligently Invest in Crypto as a Retail Investor (from a VC)
Be an investor, not a speculator
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Dan Sangyoon
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