Asset price valuation models are becoming memes. Here’s why & how it matters to you as an investor 👇 First, some label definitions so…
In this video I talk all abt market cycles— Monetary policy cycle & impact on crypto for 2022 BTC & ETH dominance cycle &…
Hodling BTC & ETH doesn’t get you far. Outperformance comes from betting on winners b/f the crowd. Yes that’s hard. But crypto is more…
In this video I answer reader questions on– Potential high growth picks in my current portfolio Ethereum outlook: no man’s land v.s. triple halving…
Overall crypto market hasn’t grown in past half yr & will meet w/ more headwind in next 6 mos. But that doesn’t mean there…
I’m bearish on Ethereum. But it may not be for the reason you think. Transition from single chain to layer 1-layer 2 structure has…
If you have trouble figuring out which layer 1 blockchains are investment worthy, it’s not your fault. There’re more L1 chains than Italian restaurants…
In this video I answer reader questions on– • How to position for crypto bear market • Crypto price decoupling from Bitcoin • The…
What blockchain maxis & critics both get wrong– crypto revolution is in fact NOT about tech. It’s a revolution about how we organize the…
2021 was good to crypto. Next year things will look different b/c of changes in macro environment & tech adoption cycle. Here are top…
In this Q&A video I answer reader questions on: Ethereum L2s vs alt L1s: which will win How to look at VC involvement in…
Whoever said “money can’t buy happiness” didn’t know how to spend their $$. Buying random shiny objects gets you short-lived dopamine hits. But investment…
The day when ethereum is one & only in smart contract world is behind us. There’re > 40 L1 & L2 chains w/ more…
Crypto will eat fiat. But it’s not in the way you think. Monetary policy sovereignty of every country on earth will be weakened by…
In this Q&A video I answer reader questions on: will L1 tokens replace fiat currencies economic advantages of PoS over PoW why “sound money”…
Many people try to value layer 1 blockchain tokens like stocks. That’s absurd. Instead of pricing Ethereum, Solana & so on like *companies*, you…
The surest bet in crypto: Blockchain nations with proof of stake as their main economic engines 👇 There’re over 100 crypto projects that use…
In case you haven’t heard, the world’s 2nd largest economy beat the crap out of its big corps this year & made Wall Street…
In this video I responded to some recent questions from readers and shared thoughts on: When decentralization matters & when it doesn’t for DeFi…
With regulations coming, some say DeFi will lose its edge. They’re wrong. “No regulation” is not the winning feature of DeFi. Neither is decentralization.…