Tascha
Crypto & web3 through macro lens. PhD macroeconomics. Angel investor. Startup advisor. Founder https://t.co/LlYvU0aA5H.
عرض في 𝕏سلاسل التغريدات
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...
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 👇
@CryptoHarry_ If Luna value comes from seigniorage, while to have seigniorage means UST has value, but UST value comes from Luna backing, isn't it this circular? You may think fiat...
Imagine every alt token says "we'll buy $10bn BTC as reserves w/ free money we got from our made-up mkt cap that was propped up by money flow from BTC in 1st place." It's like if...
Crypto mkt has recovered 25% since Fed’s March FOMC meeting. Sustainable rally or dead cat bounce? 👇
What is money? Will crypto change money? Some controversial opinions:
Is Ukraine war bullish or bearish for crypto? It's complicated. Here are 7 potential impacts, sorted from short term to long term 👇
Which web3 sectors are the most investable? Ranking from low to high in terms of reward/risk rate:
There’s one macro variable that single-handedly accounts for over 50% of crypto price swings. What it means for the value of your token bag 👇 The variable I’m referring to is th...
Trilemma for any currency is it can't have a) stable exchange rate, b) free capital flow & c) independent monetary policy, at same time. Most fiats choose c, prefer a & sometim...
Last week I spent $1000 & 15 hours trying to make a NFT as my metaverse ID card. Here’s how it went & why blockchain as a digital identity solution has a long way to go 🎬
Since I stared sharing my writing regularly on this bird app last yr my twitter account grew from nothing to over 100k in 6 mos. So many people told me my articles changed how th...