Archive - Freeport Markets - The Logbook

Opportunities in Decentralized Finance

Private Equity, Structured Credit, Venture Capital, Hedge Funds

19 hrs ago •

October 2025

Onchain Structured Credit

Pricing Correlation and Jump Risk in Over-Collateralized Crypto Loans

Oct 30 •

Perpetual Options

Gamma Without (Calendar) Theta

Oct 23 •

and

Mason Sufnarski

YC and Base just sketched the next decade of on‑chain finance. Freeport has been building for this from day one.

Oct 21 •

Why is Crypto so Volatile?

Implications for Crypto Portfolio Construction

Oct 20 •

Why a Fractured Global Order Tilts Toward a BTC Bull Market

Oct 19 •

and

Mason Sufnarski

Cross-Asset Relative Value

Trading Equity Variance Swaps Against Credit CDS

Oct 17 •

10% "Risk-Free" Yields in Crypto

Double Lending & How Stablecoins Quietly Re-Invent Fractional Reserve Banking

Oct 16 •

and

Mason Sufnarski

Onchain Capital Formation

Why programmable money and markets are the logical endgame for raising capital

Oct 12 •

Mason Sufnarski

and

Stablecoins: Redefining Monetary Power

How Central Banks May One Day Lose Their Grip on Money

Oct 3 •

and

Mason Sufnarski

September 2025

Trading vs Investing

Why I Don't Just Invest in S&P 500

Sep 27 •

What is the Fundamental Value of Crypto

A Field Guide for the Crypto-Adjacent

Sep 20 •

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