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 confuse marketing hype w/ reality, you may bet on wrong projects. A look at this promising sector & 2 leading protocols in it: (Pic…
In this video I answer reader questions on: How to think about DeFi tokenomics? Why is high token emission not necessarily bad? How can DEXes build a defendable moat? How sustainable is the Terra / Anchor biz model? Cheers!
Being cheap, fast & decentralized is NOT enough for a blockchain to win. Blockchain nations that don’t have good “industrial policy” will lose. 7 industrial policies from nation states that layer 1 chains can adopt for exponential growth 👇 What’s “industrial policy”? Anything a gov / public authority…
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 👇 What it is The first cross-chain DEX (decentralized exchange) in Cosmos ecosystem w/ IBC (Inter-Blockchain Communication protocol)* enabled. *Think of IBC as a common…
In this video I answer reader questions on: Factors affecting crypto outlook in coming months How blockchain can make the distribution of credit & debt more equal Why Luna BTC buy is a non-event Likelihood of widespread crypto ban by governments Cheers!