The day when ethereum is one & only in smart contract world is behind us. There’re > 40 L1 & L2 chains w/ more to come. A framework to help you assess which ones will win & if you’re the operator, how to grow your own chain 👇…

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 crypto in coming decades. A rundown of how it may play out, in short term & long term 👇 First off, to clear a…

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” means price stability & more Cheers! https://youtu.be/t18PBQihKks  

Many people try to value layer 1 blockchain tokens like stocks. That’s absurd. Instead of pricing Ethereum, Solana & so on like *companies*, you should price them like *countries*. Here’s how. The #1 wrong way to value layer 1 tokens: earnings multiples. Some people apply value investing framework…

The surest bet in crypto: Blockchain nations with proof of stake as their main economic engines 👇 There’re over 100 crypto projects that use proof of stake (PoS) as consensus mechanism. These account for $400 billion in market cap (not including ETH 2.0), or 15% of total crypto…