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.…
Some of you sent interesting questions on my recent article of crypto as a systemic shock that lowers wealth inequality. Figured it’d be fun…
Crypto is a systemic shock that’ll make society more equal. Rising inequality is an inevitable feature of capitalism. But like all systemic shocks through…
If countries are stocks, which ones should you long & which ones to short? I used machine learning to grade the industrial health of…
People angry about a jpeg 🖼 selling for $1 mn fail to see the big picture. If you understand the nature of assets &…
In August 2021, I relocated and realized how much hassle there was to keep your valuable jewelries safe when moving. None of this trouble…
If you mint a NFT based on a physical asset, e.g. a 💎 , how much should it be worth? It seems a complex…
Me: I bought a diamond yesterday. Mom: Nice. They’re good investments. Me: I’m going to smash it & sell it as a NFT. Mom:…
#Bitcoin fails as a money b/c of its naive monetary policy. Many people think government printing too much is evil, so a fixed money…
Ethereum will be the new government bond. Staked ETH, or PoS asset of a dominant blockchain, will replace US Treasuries as the risk-free asset…
Your bank offers 0.2% APY but BlockFi offers 8%. Are high yields in crypto for real? The answer is yes AND no. Here’s my…
You think venture capitals are successful? The truth is 85% of VCs underperform the stock market. And 50% of them downright lose money. The…
The easiest way to de-risk bitcoin is to have governments become miners. Government needs revenue, bitcoin needs legitimacy. It’s a match made in heaven…