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…
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…
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…
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 👇…
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…
Is Ukraine war bullish or bearish for crypto? It’s complicated. Here are 7 potential impacts, sorted from short term to long term 👇 1.…