Today’s problems of web3 are tomorrow’s investment opportunities. Look for projects that work to solve these 8 big problems of the industry: Adoption of…
In this video I talk about: Is US near recession? Why is the market up? Is bear market over? Are utility tokens securities? What…
Web3 will disrupt traditional industries. What would top Nasdaq & NYSE companies look like if they adopt a web3 biz model? Here’re 35 examples:…
In this episode of the Tascha Labs podcast I answer reader questions on: Does web 3 necessarily need to run on blockchain? How tokenization…
5 things to look for in tokenomics (No. 4 is controversial but important): Most fungible tokens can be classified into 3 types according to…
In this video I talk about: US Q2 GDP nowcasting result & what it means for monetary policy Investment framework: cost & benefit of…
Next wave of crypto adoption will come from utility tokens of real-world companies. Why & how: Tokenization is big breakthrough of web 3. It…
In this video I talk about: Macro outlook after the June FOMC meeting When to expect monetary policy capitulation Crypto market going forward Web…
Crypto is full of potential & full of bullsh*t. You’ll be a better investor if you see bear market as a stress test to…
I recently had a chat with Radix CEO Piers Ridyard on the DeFi Download podcast. It’s probably my favorite interview that I’ve done this…
Rumor has it that web3 is dead. You ask the experts—TA prophets, Fed whisperers, VC insiders. Each tells you something different. Want to know…
5 first-principal lessons from Terra/Luna fallout, for future stablecoin investors, builders, and regulators 👇 First I’m not gonna recount Terra/Luna de-peg saga here. If…
In this week’s video I answer reader questions on: Best growth strategies for new blockchains Industrial policies blockchains can learn from nation states The…
Cross-chain communication protocols will be HUGE. They’re key infra in a multi-chain world & can enjoy large moats. But their tech’s complex. If you…
In this video I answer reader questions on: How to think about DeFi tokenomics? Why is high token emission not necessarily bad? How can…
Being cheap, fast & decentralized is NOT enough for a blockchain to win. Blockchain nations that don’t have good “industrial policy” will lose. 7…
Osmosis is the most popular decentralized exchange in Cosmos. A friend asked me if it’s a good long-term investment. Here are some thoughts 👇…
In this video I answer reader questions on: Factors affecting crypto outlook in coming months How blockchain can make the distribution of credit &…
Crypto mkt has recovered 25% since Fed’s March FOMC meeting. Sustainable rally or dead cat bounce? 👇 First off, why did risk assets sell…
What is money? Will crypto change money? Some controversial opinions: World has more types of money than any point in history— 164 government currencies…