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 crypto Pros & cons of the open-source culture My investment theses for 2022 & more Cheers! https://youtu.be/oAFvJrfiSSs
There’s no investment alpha in the average. You are NGMI by being middle of the pack. I read the June 2020 investor briefing by James Anderson of Scottish Mortgage AGM— one of the best performing investment funds in Europe. It’s one of the most powerful presentations on investment philosophy that I’ve found recently. I got so much out of it that I re-read several times and also watched the matching Youtube video. Here’re some notes…
A few months ago I took a deep dive into investing in DeFi. Won some, lost some, learned a ton. Here are 10 lessons learned that I wish I knew 6 months ago 👇 1. Don’t overpay The #1 risk in DeFi and crypto overall is overpaying for your investment. This is an exciting industry promising exponential growth. But there is a perennial tendency for market to get way ahead of actual development, even though…
There’s a high correlation between pain and growth. Not because the former necessarily leads to the latter. But because growth often requires resistance and pressure. It’s the resistance and pressure you find against the status quo that instigates openings for growth. From a certain perspective, whatever pain or suffering you’re going through is a gold mine– a rich source for your personal transformation towards a higher potential. Yet I’m sure you’d agree that suffering is…