user avatar
kerman kohli
@kermankohli
founder @routemesh | researching & investing in ai/semis @siliconfrontr
manhattan, ny
kermankohli.substack.com
Joined May 2010
926
Following
10.1K
Followers
1
Subscription
Posts
  • Pinned
    user avatar
    kerman kohli
    @kermankohli
    Jun 4
    Everyone thinks AI is a bubble and there is an overbuild of infrastructure. “Silicon Control” is an 8,000+ word essay that goes into detail about why that view is wrong and why we have a decade-long journey of being supply constrained. In the essay I go into: the case for
    18K
  • user avatar
    kerman kohli
    @kermankohli
    Feb 15, 2020
    How to make $350,000 USD in 15 seconds. ft @bzxHQ @KyberNetwork @uniswap @compoundfinance @AaveAave
  • user avatar
    kerman kohli
    @kermankohli
    Oct 21, 2022
    On-Chain Identity & Reputation Market Map 👀 A list of all the projects and categories that make up the next mega-trend of crypto. Let me know if I've missed anyone below👇 kermankohli.substack.com/p/mapping-the-…
  • user avatar
    kerman kohli
    @kermankohli
    May 29, 2021
    DeFi right now reminds me of ETH in 2018. The true believers can’t buy enough while the sheep are uncertain. $1T in DeFi is a question of when, not if.
  • user avatar
    kerman kohli
    @kermankohli
    Sep 5, 2020
    Feels like we were all at a club having a ton of fun and now it's 7am and everyone looks terrible and has a terrible hangover.
  • user avatar
    kerman kohli
    @kermankohli
    Aug 26, 2019
    Thinking to make DAOHub, a leaderboard for the top DAOs ranked by value locked with a beautiful user interface. 200 likes and I'll take that as enough idea/market fit validation. Let's go!
  • user avatar
    kerman kohli
    @kermankohli
    Feb 16, 2020
    Seems to be a lot of interest in how various DeFi protocols are architected and the control points in them. 300 likes and I'll start a series (text or video) where I do a deep analysis containing: - Admin controls - Upgradeability scope - Architecture overview
  • user avatar
    kerman kohli
    @kermankohli
    Jul 25, 2020
    Ya'll asked for it and here it is! DeFi's Bitcoin: $YFI Explained! youtube.com/watch?v=3IkRHy…
  • user avatar
    kerman kohli
    @kermankohli
    Mar 3, 2020
    We're live! Be prepared for a monster of a read (over 3k words) to understand what went down last weekend in what's probably one of the most sophisticated DeFi exploits till date. I promise you won't regret it. defiweekly.substack.com/p/part-1-defi-…
  • user avatar
    kerman kohli
    @kermankohli
    Sep 18, 2020
    Slowly developing on DeFi feels like adding NPM packages to get what you need. import * as Markets from '@compoundfinance ' import * as Trading from '@UniswapProtocol ' import * as Oracles from '@chainlink' Truly, few understand this.
  • user avatar
    kerman kohli
    @kermankohli
    Feb 8, 2020
    Adam Back: Vitalik is a scammer. What a horrible person. Also Adam Back: ....
    user avatar
    nvk 🌞
    @nvk
    Feb 8, 2020
    We have a plan. #Ethereum is over. Tron moving to #liquidnetwork on #bitcoin. Cc @udiWertheimer
  • user avatar
    kerman kohli
    @kermankohli
    Feb 14, 2021
    Confused about what went down over the weekend? Wrote a piece outlining some of my thoughts. Massive respect to both Alpha and Cream for pushing the limits of DeFi, excited for both as they come back stronger! defiweekly.substack.com/p/efab8b4a-5b1…
  • user avatar
    kerman kohli
    @kermankohli
    May 28, 2021
    DeFi is going to 1000x in size. The pieces are slowly coming together.
  • user avatar
    kerman kohli
    @kermankohli
    Jun 17, 2025
    story time. so i grew up coding at a relatively young age and met a bunch of other kids on the internet who were in the same bracket as us. we were all considered to be well ahead of the curve. some of us even assumed that it'd be like that forever. however, time is very
    user avatar
    @melissa
    @melissa
    Jun 17, 2025
    Replying to @melissa
    elite private schools are mainly in the business of selling giftedness, in that the product is reassuring parents that their kid is staying gifted the truth is that we vary over time, and being ahead of the curve at one age does not guarantee we'll end up ahead as grownups
    31K