You take the red pill, and I show you how deep the rabbit-hole goes.
Blue pill or red pill?
About Me
Singapore, where I lived during high school.
Hello, I’m Daniel. Some call me Sangyoon. I was born in the States, but spent most of my life in South
Korea
and Singapore. I came back to the U.S. for college where I graduated from NYU Stern with a BS in finance.
After interning at a couple of investment funds in college, I moved to the bay area and did a startup where
I
1)
arbitraged inefficient markets in crypto and 2) made a crypto price-tracker and wiki
platform.
That startup was both an early foray into the crypto world and a late entry to the the programming world
for
me.
I then went on to do venture and crypto investments for Tim Draper at Draper Associates. I am now working on
a
new startup, this time as a
full-time programmer.
Good old days learning from Tim
Personally, I try to play a few minutes of piano every day, and enjoy golf.
Code Projects
CryptoPanda
Task: A cryptocurrency price tracker built for my 2-day MVP project in Hack Reactor. Built
using Coingecko's API.
Build: React, PostgreSQL, Node.js, Express.
You can view the site below, but note that "Comments" section does not work because github-pages (how this is
deployed) does not allow hosting of database.
Backend System Design
Task: Built a backend API that could scale to web server level. Achieved 3000 requests /
second and sub 50ms latency.
Learnings: Using secondary indexes to optimize table lookup speeds from O(N) to O(logN),
horizontally scaling servers with a load balancer and using a ELT process to load millions of lines of csv
data into my table schema. Limitations were having to use free-tier t2 micro instances on AWS.
The trickiest part was deploying, since there are so many finnicky parts in dev ops.
Task: Ecommerce website built following detailed client specs. Built with three other
engineers in agile sprint environment. I made the "related products" section.
Learnings: Using promise.all to make concurrent API calls, using local storage for storing
user styles, and more CSS!
Build: React, Express, Node.js, Amazon EC2.
Battleship game
The classic Battleship game. Made with python.
Monty Hall Brain Teaser
Wrote the Monty Hall problem in
python. Simulated it 10,000x to show that what seems like a 50/50 decision is actually 2/3 in favor of
switching doors.
NASA Instagram
Display the daily NASA post from their API in Instagram format. Updates every day to new post automatically.
Made with React.
TripSplit App
Made front-end site for project. Made with HTML, CSS and media queries to be fully responsive on desktop,
tablet, and mobile.
Investments
Arbitraging Mt. Gox Bitcoin Claims
Assessing a special situations opportunity in crypto.
How To Intelligently Invest in Crypto as a Retail Investor (from a VC)
Don't be a speculator. Be an investor.
I go over two big wins and try to illuminate the process behind finding winners early.
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.
Fundamentally Valuing Uniswap
Valuing the top decentralized exchange
Here is how I valued Uniswap. My analysis here is conservative because I haven't accounted for the utility
value of tokens, but only the cash flow potential.
Fundamentally Valuing Maker DAO
Valuing the iconic stablecoin
Here is the framework I used to value the MKR tokens.
A Stock Trading Below Net Cash Balance — Cross-Harbour Holdings (0032: HK)
Extremely undervalued sum-of-the-parts play with a large margin of safety, trading
below net cash & investments
Investment Thesis: The company is currently trading at a massive 30% discount to the value of its net cash
and investment portfolio. By buying at the current price you effectively 1) own the current net cash position
at 70 cents on the dollar, and 2) get its operating businesses for free, all of which generate stable free
cash flow.
Valuing the Next Billion Dollar Search Engine - DuckDuckGo
How DuckDuckGo has room to grow into a $1B+ valuation despite Google
I predict at least a 5x gain, and up to 30x increase from its rumored valuation of $160M in late 2018. I want
to emphasize that DDG does not have to become the next Google — this investment is suitable for a series B or
C investment for a good risk adjusted return.
Fundamentally Valuing Bitcoin at $75,000 / BTC
A framework to value BTC for the fundamental investor
I claim that: 1) Bitcoin has negligible intrinsic value without mainstream use as a transactional currency,
2) that despite this, Bitcoin can still hold value based on a different valuation model, 3) a valuation of
Bitcoin, and 4) how a cryptocurrency like Facebook’s Libra affects Bitcoin’s valuation.
This is bold and this is strong. This is italic and this is
emphasized.
This is superscript text and this is subscript text.
This is underlined and this is code: for (;;) { ... }. Finally, this is a
link.
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adipiscing eu felis.
Preformatted
i = 0;
while (!deck.isInOrder()) {
print 'Iteration ' + i;
deck.shuffle();
i++;
}
print 'It took ' + i + ' iterations to sort the deck.';