Kerman Kohli

Kerman Kohli's Substack focuses on systems thinking, covering the intricacies of operating in the remote and crypto spaces, including startup management, writing discipline, decentralized finance (DeFi), and blockchain technology applications. It emphasizes transparency, efficiency, and the evolving narratives within the crypto industry.

Startup Management Crypto & Blockchain DeFi & Financial Systems Writing & Communication Identity & Privacy Market Analysis Future of Work

The hottest Substack posts of Kerman Kohli

And their main takeaways

How reliable is your node?

99 implied HN points • 29 Oct 24
🔮 Crypto Blockchain Performance Data Infrastructure
  1. RPC calls to blockchain nodes only succeed about 78.5% of the time on average. This means that sometimes you might have trouble getting the data you need.
  2. The performance of nodes varies depending on the blockchain you’re accessing, the RPC provider you choose, and even the time of day you make your requests.
  3. To ensure better reliability, it’s smart to use multiple node providers rather than depending on just one. This way, if one fails, you have a backup.

USDJPY: The Most Important Chart in the World

118 implied HN points • 08 Oct 24
💰 Finance Currency Markets Debt Management Global Trade Interest Rates
  1. The Japanese Yen's value impacts global trade. When the Yen is weak, Japanese exports become cheaper for other countries, but imports get more expensive.
  2. Japan's massive debt isn't a problem as long as their interest rates stay low. This keeps borrowing cheap, allowing them to manage their debts without immediate consequences.
  3. The USD/JPY exchange rate is crucial for understanding the global economy. Changes in this rate can affect investments and interest rates in other countries, making it a key chart to watch.

Part 1 - How to Efficiently Operate a Fully Remote Startup

495 implied HN points • 22 Jan 24
  1. Key principles for operating a remote startup include extreme transparency, automation and tooling, and documentation
  2. Implement weekly team updates to keep everyone informed, save meeting time, and track progress
  3. Consider using monthly retros instead of OKRs for more flexibility and agility in goal-setting

Writing Online for 6 Years: Some Reflections.

257 implied HN points • 09 Jan 24
  1. Starting a blog and staying committed can lead to unexpected long-term outcomes.
  2. Persistence in writing, especially in the crypto industry, is challenging but important for knowledge preservation.
  3. Setting goals, building habits, and adapting over time are key for continued growth and success in writing online.

Farcaster: An Example of Permissionless Identity

198 implied HN points • 22 Nov 23
  1. Farcaster showcases the concept of permissionless identity using Ethereum and a distributed gossip network for messages.
  2. Permissionless identity allows for portable and persistent identities, enhancing social connections through NFTs and open data.
  3. The Farcaster ecosystem includes integrated apps like Paragraph.xyz and Bountycaster, presenting new possibilities for social networking and trust-building.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Welcome to the $10T Bull Market

118 implied HN points • 09 Nov 23
  1. Understanding the relationship between the Federal Government, bonds, and crypto is essential in the financial world.
  2. The actions of entities like the Federal Reserve can greatly impact bond markets and the overall financial system.
  3. As faith in traditional financial systems declines, alternative assets like Bitcoin may see increased demand and significant growth.

Kanban for Your Thoughts

158 implied HN points • 29 Aug 23
  1. Everything around you is a result of a thought.
  2. Increase the feedback loop of turning thoughts into actions.
  3. Use Drafts to capture, organize, and act on your thoughts efficiently.

Understanding Crypto VCs & Hedge Funds

59 implied HN points • 21 Dec 23
  1. The conversation dives into the differences between crypto venture capital firms and hedge funds, with insights on strategies and incentives.
  2. Venture capitalists focus on investing in companies behind critical blockchain and digital assets, while hedge funds execute trading strategies around liquid tokens.
  3. Investors should evaluate metrics like TVPI, DPI, ownership size, and deal flow when choosing between hedge funds and venture capital, considering their risk tolerance and investment objectives.

ETH 100% LTV DeFi Loans* -- Now Available

99 implied HN points • 23 Aug 22
  1. ETH 100% LTV DeFi Loans now offered with no KYC or human risk decisions.
  2. Introduction of ARCx Credit and DeFi credit score enables on-chain identity and reputation use.
  3. Building infrastructure for unique credit scoring, security, and scalability in DeFi.

Transparency — the new cool.

59 implied HN points • 30 Nov 22
  1. Transparency is now a requirement, not just 'nice to have'.
  2. CeFi practices are being heavily questioned, pushing for proof of reserves.
  3. DeFi shines with on-chain transparency, proving its value over traditional financial systems.

Crypto's Historical Moment

59 implied HN points • 22 Aug 22
  1. Regulated DeFi is showing cracks as actions are taken against projects, highlighting the importance of decentralization.
  2. Stablecoins serve as a transitional necessity for mass adoption, but the future may involve assets pegged on-chain for stability.
  3. Decentralization aims to empower individuals by allowing them to participate in securing the network and access their funds independently of institutions.

The Next Major Crypto Narrative

1 HN point • 09 Aug 23
  1. Crypto market is highly driven by narratives that involve stories, beliefs, and memes
  2. The next major crypto narrative could revolve around the convergence of crypto and AI technologies
  3. Future developments may include AI agents utilizing crypto money rails and a shift towards self-sovereign internet identity

Hedge Hogs, Foxes & Grand Crypto Strategy

0 implied HN points • 29 Jan 24
  1. The post discusses the concepts of Hedgehogs and Foxes from the book 'Grand Strategy'.
  2. Hedgehogs have a single central vision that guides all their actions and decisions.
  3. Foxes pursue multiple, sometimes conflicting goals without a single central vision.

Maximising Macro Leverage through Optimised Micro Performance

0 implied HN points • 07 Dec 22
  1. The future of work may involve small teams with extreme leverage.
  2. Scaling organizations may shift from hiring more people to leveraging individual capabilities.
  3. Organizations with individuals who can maximize leverage per person may excel.

Turning of the Tides

0 implied HN points • 04 Jan 24
  1. The author discusses a shift in the market tone observed a few weeks ago.
  2. The author emphasizes the importance of staying informed about retail and institutional investor sentiments.
  3. The post is for paid subscribers only, highlighting exclusive content.

Blurred Incentives

0 implied HN points • 29 Nov 23
  1. The post discusses the concept of Blurred Incentives in relation to Blast's L2
  2. The post is a part of the author's new daily writing habit for paid subscribers
  3. The author invites feedback on the new writing style focusing on current news events