DIY - Absolute Returns

DIY - Absolute Returns

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March 2026

Emerging Landscape: DIDs, PoHs, Intent Architecture, and Agentic AI
The on-chain economy is no longer just about tokens and DeFi yields.
 • John Konnayil Vincent
Fannie/Freddie: Switch from Preferred to Common Shares?
Net Basis as the factor that determines whether to go all-in
 • John Konnayil Vincent
18:59
Fannie/Freddie Saga: Part 19 - The Case to Go All-In on the Common Shares — or Not!
One of the most important — and often overlooked — dimensions of the Fannie/Freddie investment is not just what you own, but at what cost. This post…
 • John Konnayil Vincent
Altcoins: Trading the Crowd as Opposed to the Tech
Book Recommendation:
 • John Konnayil Vincent
12:36
Altcoins: Opportunities and Risks
Few words in crypto trigger stronger reactions than “shitcoin.” To traditional finance people, it is all altcoins.
 • John Konnayil Vincent
Crypto Founders
The Mindset of Disruptive Innovators
 • John Konnayil Vincent
13:20
Crypto Pioneers and GOATs: Where Are They Now?
In the wild, decentralized frontier of cryptocurrency, a handful of visionaries turned abstract ideas into billion-dollar blockchains, sparking…
 • John Konnayil Vincent

February 2026

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