Crypto is full of potential & full of bullsh*t. You’ll be a better investor if you see bear market as a stress test to help you separate the industry’s long term truth from short term delusions. 4 truth & 4 BS in web3 economy at current stage of…

I recently had a chat with Radix CEO Piers Ridyard on the DeFi Download podcast. It’s probably my favorite interview that I’ve done this year. We talked about how to grow & govern blockchain platforms, the income distribution revolution of web3, metaverse counterparts to nation states as alternative…

Rumor has it that web3 is dead. You ask the experts—TA prophets, Fed whisperers, VC insiders. Each tells you something different. Want to know the future of web3? Here’s the story of how I learned to predict the future of anything 👇 It was many yrs ago on…

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 you need a rundown of what happened, check out @laurashin ’s excellent podcast episode. Let’s 1st get clear on what the stablecoin biz is…

In this week’s video I answer reader questions on: Best growth strategies for new blockchains Industrial policies blockchains can learn from nation states The future of decentralized organization structure Bear-market barbell portfolio Cheers! https://youtu.be/HDRhGAlUD_o