Tascha
Crypto & web3 through macro lens. PhD macroeconomics. Angel investor. Startup advisor. Founder https://t.co/LlYvU0aA5H.
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Eerie similarities btw internet 2000 & crypto 2022-- 1. Users base at ~ 6% global population 2. Both had multi-yr bull run, hyped (correctly) as breakthrough tech, yet still thi...
Short-term mkt volatility obscures long term view. In uncertain times, good to remind oneself of latter & ask “Do I still believe this is where the world is going?" If so, stay th...
Interesting parallels btw real life & metaverse: IRL when a currency depreciates, it's good for the country's exports b/c products are now cheaper. That's exactly what happened w...
Asset price valuation models are becoming memes. Here’s why & how it matters to you as an investor 👇
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...
What doesn't make sense to me abt this emission plan is the following. Token emission is a flow var, total relays is a stock var, why would you tie these two together? It seems t...
Overall crypto market hasn’t grown in past half yr & will meet w/ more headwind in next 6 mos. But that doesn’t mean there aren’t opportunities if you know where to look. Here’s...
I’m bearish on Ethereum. But it may not be for the reason you think. Transition from single chain to layer 1-layer 2 structure has large implications for ETH token valuation. And...
First off I wrote abt how to value blockchain platform tokens like nation state currencies a while ago. I recommend a read cuz it’ll help you understand what I’m gonna say next, as...
If you have trouble figuring out which layer 1 blockchains are investment worthy, it’s not your fault. There’re so many L1 chains now & things are changing fast. Hard to keep up....
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 m...
Super cycle is practically confirmed at this point. We're at end Dec & yet there's no bull-run "grand finale" in sight. If your strategy was to cash out at "cycle top", time to re...