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.…
There’s one macro variable that single-handedly accounts for over 50% of crypto price swings. What it means for the value of your token bag…
Last week I spent $1000 & 15 hours trying to make a NFT as my metaverse ID card. Here’s how it went & why…
Since I stared sharing my writing regularly to twitter last yr my bird account grew from nothing to over 100k followers in 6 mos.…
(This article was originally published in the Wired magazine.) When we speak of an economy, we usually refer to a country or a region…
Short-term mkt volatility obscures long term view. In uncertain times, good to remind oneself of latter & ask “Do I still believe this is…
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…