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…
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…
When confronted w/ the “wen bull market” question, the most common answer you hear from crypto investors is “Once Fed starts printing again… Give…
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…
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 &…
A valuation framework & market cap projection for major blockchains— See which chains are the most *overvalued* vs *undervalued* right now: At any point…
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…
Despite bear market, web3 adoption is actually growing. But growth is not evenly distributed. A review of adoption status of major blockchains + 3…
Emergency tactics for those that need it urgently right now: 1. Treat it like a project Picking yourself up from the floor is a…
“Don’t time the market” is bad advice from people who didn’t get the memo. Understanding market timing = making money. Period. And it doesn’t…
Sports fan token prices went up 85% in past 3 mos while crypto mkt went down >10%. Are fan tokens a new ponzi or…
Crypto is more affected by US monetary policy than even US stocks. Why & what it means for your portfolio: Estimates show crypto prices…
This real-world business is growing 80% a year w/ a most downloaded mobile app & 100 million users. Their secret? Tokenization. 7 lessons web3…
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…
Web3 will disrupt traditional industries. What would top Nasdaq & NYSE companies look like if they adopt a web3 biz model? Here’re 35 examples:…
5 things to look for in tokenomics (No. 4 is controversial but important): Most fungible tokens can be classified into 3 types according to…
Next wave of crypto adoption will come from utility tokens of real-world companies. Why & how: Tokenization is big breakthrough of web 3. It…
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…