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Kerman Kohli
by Kerman Kohli
https://kermankohli.substack.com/
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No direct emails from kermankohli.substack.com. Read inside Substack or via the RSS feed. 20 posts pulled from the feed. Referenced 50 times by other newsletters.
Recent posts
- 2026-05-12RPC Client Research
- 2026-04-28The Great Memory Trade
- 2026-04-21Crypto 2028
- 2026-04-16Building an AI Inference Machine
- 2026-04-09RPC Data Quality
- 2026-03-10Capital × Competence
- 2026-03-05Build Intelligence on Land You Own
- 2026-02-23The Rise of Tech Crypto
- 2026-02-19Memory: An Introduction. Why Now?
- 2026-02-17Commodities, Compute & Crypto
- 2026-02-10Mapping the RPC Landscape
- 2026-01-28The Repricing of Difficulty
- 2026-01-14Memory: Commodity or Scarcity?
- 2025-11-19Investing in the Machine Economy
- 2025-10-31Introducing RouteMesh
- 2025-10-06The Machine Economy
- 2025-08-05We don’t have enough compute
- 2025-07-28Life Update: I've moved to NY!
- 2025-06-10Pt 2: Scaling an AI Native Company
- 2025-05-27You’re Watching the End of Fiat
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- 2026-06-01kerman kohli@kermankohlithis is how risk will actually be priced on-chain. on-chain techno insurance markets will be possible with stuff like this. so bullish on @andrewhong5297 and team.ilemi @andrewhong5297The age of one-time token due diligence is over. A given "token" can easily involve 300+ changing contracts. We've built a balance sheet graph for every token, so you can see all protocol/token dependencies and then model economic and operational risks.8:34 PM · May 24, 2026 · 2K Views5 Replies · 2 Reposts · 9 Likes
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