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Dan Sangyoon
Dan Sangyoon

710 Followers

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About

Jan 18

Moving to Substack

Dear Medium followers, I have decided to move to Substack. If you would like to continue reading my posts on investing, crypto, programming and life, please follow me on Substack here (https://dksangyoon.substack.com/). Sangyoon's Newsletter Investing, crypto, programming and life. Click to read Sangyoon's Newsletter, by Dan Sangyoon, a Substack publication…dksangyoon.substack.com My next post is dissecting an arbitrage opportunity in crypto, namely buying up Mt. Gox Bitcoin claim (https://dksangyoon.substack.com/p/assessing-two-arbitrage-investments).

1 min read

1 min read

Moving to Substack

Dear Medium followers,

I have decided to move to Substack. If you would like to continue reading my posts on investing, crypto, programming and life, please follow me on Substack here (https://dksangyoon.substack.com/).

Sangyoon's Newsletter

Investing, crypto, programming and life. Click to read Sangyoon's Newsletter, by Dan Sangyoon, a Substack publication…

dksangyoon.substack.com

My next post is dissecting an arbitrage opportunity in crypto, namely buying up Mt. Gox Bitcoin claim (https://dksangyoon.substack.com/p/assessing-two-arbitrage-investments).

Assessing Two Arbitrage Investments in Crypto, Part I

As readers may know, I find arbitrage opportunities very interesting. I got my start in crypto arbitraging the price…

dksangyoon.substack.com

I would love to see you all on Substack! Until next time,

Dan

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Published in The Startup

·May 3, 2022

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. I’ve long wanted to code and build things. I was doing so at nights and weekends while working at Draper. …

Career Change

6 min read

Leaving VC → Startup
Leaving VC → Startup
Career Change

6 min read


Published in DataDrivenInvestor

·Sep 18, 2021

When Economic Moats Fail —A Gillette Case Study

How platform shifts let startups win — Recently, I saw this video of a startup called Wisely, the Dollar Shave Club of South Korea. How did they find product market fit in an industry dominated by a monopoly, Gillette? The obvious but incomplete answer is that they had a great product experience at a cheap price point…

Startup

5 min read

How Economic Moats Fail —A  Gillette Case Study
How Economic Moats Fail —A  Gillette Case Study
Startup

5 min read


Published in The Startup

·Jul 25, 2021

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

Be an investor, not a speculator — You may wonder how applicable my advice is, because I work as a VC, which means early access to information. Well let me tell you that behind the fancy VC veneer, I am a crypto degen. It is how I have made most of my actual money. …

Cryptocurrency

7 min read

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

7 min read


Published in DataDrivenInvestor

·Feb 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 I like having a concentrated portfolio. My biggest holdings through 2020 were Bitcoin, Baidu, Cross-Harbour Holdings, and Cinemark. Bitcoin By far my biggest position. I have been accumulating since 2017, buying at prices…

Investing

4 min read

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

4 min read


Published in DataDrivenInvestor

·Feb 14, 2021

Fundamentally Valuing Uniswap

Opinions expressed are solely my own and do not express the views or opinions of my employer. We are seeing the altcoin boom again. Euphoria without a consideration for what expectations are priced in to the token price. Prices are currently driven by short-term considerations and momentum. At some point…

Uniswap

3 min read

Fundamentally Valuing Uniswap
Fundamentally Valuing Uniswap
Uniswap

3 min read


Published in DataDrivenInvestor

·Oct 27, 2020

Fundamentally Valuing Maker DAO

Opinions expressed are solely my own and do not express the views or opinions of my employer. I initially wrote the below in January 2020, with the aim of giving insight into how I thought about Maker DAO and its valuation. …

Makerdao

5 min read

Maker DAO Investment and Valuation
Maker DAO Investment and Valuation
Makerdao

5 min read


Published in The Startup

·May 4, 2020

When Everyone Corrected the World’s Smartest Woman

Using Python to prove a controversial brainteaser — I find the Monty Hall Problem one of the most fascinating brain teasers, because it seems deceivingly simple. When Marilyn Von Savant, the woman with the highest IQ, answered this brainteaser correctly in 1991, she was inundated with over 10,000 letters from academics and Ph.Ds …

Programming

3 min read

When Everyone Corrected the World’s Smartest Woman
When Everyone Corrected the World’s Smartest Woman
Programming

3 min read


Sep 15, 2019

Activist Investing in a Stock Trading Below Net Cash Balance

Extremely undervalued sum-of-the-parts play with a large margin of safety, trading below net cash & investments — Foreword: Small-cap ($300M — $2B USD market cap) stocks provide immense opportunity to outperform the general index because bigger managers move to large-cap stocks where more capital can be put to work. This leaves many opportunities in the small and micro-cap space. …

Investing

10 min read

Going Activist on the Cheapest Infrastructure Company in the World
Going Activist on the Cheapest Infrastructure Company in the World
Investing

10 min read


Published in HackerNoon.com

·Jul 13, 2019

Valuing the Next Billion Dollar Search Engine — DuckDuckGo

Please keep in mind that everything below is based on limited publicly available information. Thesis: DuckDuckGo (“DDG”)(https://duckduckgo.com/) will reach a valuation of at least $1B despite Google’s dominance in search. It was last valued at $160M in late 2018. I predict at least a 5x gain, and up to 30x…

Startup

7 min read

Valuing the Next Billion Dollar Search Engine — DuckDuckGo
Valuing the Next Billion Dollar Search Engine — DuckDuckGo
Startup

7 min read

Dan Sangyoon

Dan Sangyoon

710 Followers

Building tavern.space | Prev. @ Draper Associates, Point72 | ksydaniel.com

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