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 equal than tradFi. W/ solid process, you can beat many larger players. A 5-step framework for picking winners w/o hot tips or “expert” help 👇 Note if you have PTSD from prior cycles that tells you all “alt coins” go to zero, you need to deal w/ that emotional baggage rn…
In this video I answer reader questions on– • How to position for crypto bear market • Crypto price decoupling from Bitcoin • The nature of blockchain revolution • Finding your own optimal investment zone • And more… Cheers!
What blockchain maxis & critics both get wrong– crypto revolution is in fact NOT about tech. It’s a revolution about how we organize the economy. This is tech agnostic & may or may not involve blockchain. Understanding this will help you make better investments. Here’s how 👇 Many bitcoin OGs missed Ethereum, not realizing the power of smart contracts. Many Ethereum OGs missed Solana, Avalanche, etc, not realizing the power of cheap, fast transactions. Many…
2021 was good to crypto. Next year things will look different b/c of changes in macro environment & tech adoption cycle. Here are top 3 crypto investment themes I’m bullish 📈 & bearish 📉 about for 2022 👇 First, a word on 2021. Loose fiscal / loose monetary conditions since pandemic floated boats for all risk assets—> total crypto market cap increased 300% y/y. Hyper growth in valuation was also fueled by crypto finding real…
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 common myth popularized by maxis of every stripe— large cap cryptos like BTC, ETH, SOL do not directly compete w/ fiat money & won’t replace latter in…
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
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 market cap. About 40 of these are public smart contract platforms— the so called layer 1 chains— where decentralized apps run on top. While competition is fierce…
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 to do a Q&A on some of the questions. So here it is. In the video I cover: Productive assets vs store-of-value assets Current and future utilities of NFTs DeFi’s competitive advantages over traditional finance that are not simply regulatory arbitrages Enjoy! https://youtu.be/LmE3ayc_X5c
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 history, the rise of crypto’ll help reset wealth distribution. Here’s why & what it means for your own wealth strategy 👇 Wealth inequality is at the highest in US history. It causes social upheaval & is bad for economy (weak purchasing power of middle class = no demand to drive growth).…
Your bank offers 0.2% APY but BlockFi offers 8%. Are high yields in crypto for real? The answer is yes AND no. Here’s my review of 6 types of yields in crypto, ranked from most Ponzi 🤡 🤡 🤡 🤡 🤡 to most durable 🏰 🏰 🏰🏰 🏰. (Note: A Ponzi simply means the price of X depends on more people buying X, but without creating a meaningful network effect of intrinsic value. I have…
So everyone seems to think Axie Infinity is the “next big thing” in crypto. After all, it’s making more money than ethereum and bitcoin right now. But I think it’s going to fail. Here’s why. Yes, it’s growing like crazy right now. The game has 300k daily active players, 30x growth from beginning of the year. Revenue is higher than all projects combined in DeFi. The value prop for users is you can make money…
If you are new to crypto, here is a list to help you think about if you should invest in ETH. Everyone can see the upside. But what’s the downside? Baggages! Oh they are heavy. ETH infrastructure now is not set up to scale. Upgrade to ETH2 is supposed to boost transactions per sec from 25 to 100k. This is expected to happen end 2021 to early 2022. This is no small task. If major…
No I’m not exiting blockchain investments. The industry will 20x in the next decade and more. I’m only exiting bitcoin. Before the maxies dunk on me, I’m not saying bitcoin would go to zero. It won’t. It would probably go up, a lot. But that doesn’t change what I’m saying below. If you’re a farmer, you 1) collect this year’s harvest —> 2) use that money to buy seeds, fertilizers, machines —> 3) plant more…