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.…
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…