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In this episode of Tascha Labs podcast, I discuss: – the possible drivers of recent selloffs in ETH and BTC – whether it’s time to re-enter the market – how to think about the reward-risk profile of your investment decisions – and what you can do to increase the expected value (EV) of your investing quickly without other major adjustments. Chapters: 00:00:00 – Crypto Market Movement Analysis 00:05:19 – Understanding Price Movements in the Market…

In this episode of Tascha Labs podcast, I discuss one of the most important investment edges you can have– the art of recognizing and being in sync with market cycles. I’ll talk about how you can develop your own robust framework for mastering the market cycles, and continuously optimize it, to achieve better returns and minimize drawdowns. https://www.youtube.com/watch?v=7hU7NSit2FA

Web3 needs good regulation to save it from itself. What good regulation looks like: I’m passionate about having good regulations in web3. The industry is too important not to. On a macro level, web3 has potential to help the world solve its income distribution problem exacerbated by AI: Economies have long used labor and capital incomes as two dominant ways to distribute output to participants, typically along a 70/30 split. E.g, you may make 70%…

Crypto companies cheered Ripple’s XRP lawsuit win this week, while crypto critics called the court decision “bizarre bullsh*t”. Whoever you side with, this ruling is significant for crypto market, but may not be for the reason you think 👇 On Thursday a US district judge ruled in the case of Ripple v.s. SEC, that Ripple’s XRP token sales on crypto exchanges should not be counted as “securities sales”. Her reasoning, which some applauded and others…

When confronted w/ the “wen bull market” question, the most common answer you hear from crypto investors is “Once Fed starts printing again… Give me a break! If central bank monetary expansion is such a non-negotiable for price to go up, how does one explain the fact that Nasdaq had 10% increase in month of May alone, while Fed balance sheet continued to shrink? Even Russell 2000, late to the party, had 6% uptick since…

In this episode of the Tascha Labs podcast, we explore the current status of the Multi-Chain Thesis, with Sergey Gorbunov, Co-Founder and CEO of Axelar. We dive into the world of multi-chain ecosystems, the factors driving consolidation in crypto liquidity, and the benefits for web3 applications to go multi-chain. We also touch on the architectural pros and cons of different cross-chain tech stacks and the future of the multi-chain thesis. Related links: https://axelarscan.io/https://dune.com/axelarnetwork/axelar    https://youtu.be/909lrd48Lbw

In this episode of Tascha Labs podcast, we talk all about angel investing in Web3– the why, the how, the potentials, and the pitfalls. Joining me is Paul Pesek, cofounder of WAGMI Ventures, a fast growing Web3 angel syndicate. Tune in to learn about how to select deals, evaluate projects, and structure your portfolio as an angel investor, and recent trends in web3 early stage investing. Interested in joining Tascha Labs x WAGMI syndicate and…

In this episode of Tascha Labs podcast, I talk to Sreeram Kannan, founder of EigenLayer, about a new Ethereum staking modality called “re-staking”. This is a new innovation that can help scale a proof-of-stake ecosystem by improving the system’s capital efficiency. Lots of interesting and potentially complex economic implications for the Ethereum platform can happen if this type of new regime gets adopted widely. We’ll dig into much of that in this conversation. 0:00 -…

A closer look at the January mini bull run and what you can learn from it as an investor/speculator— 1. Rotation no more Liquidity rotation used to be structural feature of crypto mkt— at onset of a bull run, large caps (BTC, ETH) rose the most & once mkt participants made gains on those, liquidity shifted to smaller caps, prompting them to pump next. The rotation game is so 2021. Most recent (mini) bull run…

In this episode of Tascha Labs podcast I talk about: Macro big picture for this year Crypto market outlook Three investment perspectives https://www.youtube.com/watch?v=MEejGB_khaY Episode Notes 1. Macro big picture for this year 00:57 – What is the macro picture right now? The biggest change is the reopening of China. The reopening will be:      1. An economic growth driver for China & other Asian countries that rely on China. Who will benefit from this?…

B/f we talk abt this mistake many web3 platforms are making, I’m assuming the goal of the platform is to: 1) expedite growth & distribution— to get to critical mass / network effect faster & distribute values to users & contributors 2) achieve longevity— to be a sustainable going concern, not a one trick pony Quick walkthrough of why tokenization helps accomplish these goals— Let’s say you’re starting a decentralized ride sharing platform called *Uber*.…

I made a new year’s gift for you! This simple web3 platform valuation tool helps you quickly estimate how much a blockchain (or other similar types of web3 platform) is worth given its traction level & crypto market condition. This episode of Tascha Labs podcast gives a quick walkthrough of how to use this tool to valuate an Ethereum L2 like Arbitrum. You can play around with it here. https://www.youtube.com/watch?v=FK4UjyzsO_A  

In this episode of Tascha Labs podcast I talk about: A valuation framework to assess blockchain platforms. Impact of token supply on price.   https://www.youtube.com/watch?v=8HnNNTHrtRg   Episode notes 1. A valuation framework to assess blockchain platforms 00:57 – What will determine the price of a blockchain native token? Three main factors: Adoption & usage of the blockchain. Platform moat: How secure is it & whether it has been around for a long time? ⇒ Affect…

A valuation framework & market cap projection for major blockchains— See which chains are the most *overvalued* vs *undervalued* right now: At any point in time you can think of a blockchain platform’s valuation as determined by 3 things: 1- adoption & usage 2- platform moat 3- crypto mkt condition How do these 3 factors affect token valuation / market cap? 1- adoption & usage: It’s the fundamental valuation driver. Users need a chain’s native…

Does token supply affect price? If so, by how much? Here’s result from 1k largest tokens over past 3 yrs. The data may surprise you 👇 As you may suspect, simple answer to 1st question is yes. Supply grows—> price drops, other things equal. Simple answer to 2nd question is: about half of the supply growth rate. Data from top 718 tokens by mkt cap (skipping those w/o at least 2 yrs of data) over…

One day last year I was debating with a dear friend– who’s a bit of an ethereum maxi– about Ethereum vs other L1s.  He said, “Once Eth L2 rollups are up and running, cost and speed advantages of other L1s won’t exist anymore.” I said, “I’m bullish on Eth L2s. But nothing’s stopping other L1s to also have rollups. You can have layer 2s on, say, Solana!” Honestly though, I didn’t expect L2 for Solana…

In this episode of Tascha Labs podcast I discuss: · where we are in the market cycle for equity and crypto · how this bear market is different from previous lengthy market downturn such as 2008/09 cycle and what it means for market rebound pattern going forward · what to do to prepare yourself for a market recovery in the next 6 months Subscribe to Tascha Labs newsletter https://youtu.be/Bu7e4ve7UWk