Carrying a rock around your finger is no less absurd than buying a rock jpeg on the internet.
If you can't appreciate the absurdity in ALL human rituals, you'd be a slave to past rituals, not a creator of future ones.
Tascha
9,242 posts
Tascha
@TaschaLabs
Markets and economy in the age of thinking machines. PhD macroeconomics. Angel investor.
Joined January 2013
- If you fit in, you're replaceable.
- 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 👇
- A Crash Course on Crypto Economics in 1 Hour This twitter course will help you get ahead of 99.9% of population—including all financial "experts" on TV— in understanding crypto, the biggest revolution in the history of finance Bonus lessons at end on how to think better 👇
- Next wave of crypto adoption will come from utility tokens of real-world companies. Why & how:
- Many people try to value layer 1 blockchain tokens like stocks. That’s absurd. Instead of pricing Ethereum, Solana & so on like *companies*, you should price them like *countries*. Here’s how.
- 1995: Amazon is just an online shop for books. 2005: Netflix is just a DVD-in--mail service. 2021: NFT is just jpeg you can right click & save. It's amazing how many smart people can get the facts very right & yet still comprehend nothing.
- Ethereum will be the new government bond. Staked ETH, or PoS asset of a dominant blockchain, will replace US Treasuries as the risk-free asset in any portfolio. This shall be the biggest revolution in the history of financial markets. Here’s how I think it’ll go down 👇
- The US is in big trouble with twin deficits & high debt. But few realize that a Fed-issued digital USD token can change the fate of America. How? Grab a coffee ☕️ & read on 👇
- If you make a NFT of a real diamond, and the diamond itself gets destroyed in a fire tomorrow, you still have the same asset. Because the token still exists and is in limited supply just as before. Nothing has changed. What NFT is doing to the concept of asset, few understand.
- Ranking of active developer counts: 1. Solana 2. Ethereum 3. Elrond 4. Algorand 5. Terra 6. Avalanche 7. Fantom Solana contributors more than double Ethereum, while market cap is 13%. I was gonna say "prob nothing" but tbh if you think 'tis nothing you're sleepwalking.
- 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 👇
- 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. Let’s go through major L1s one by one & assess prospect for each 👇
- The surest bet in crypto: Blockchain nations with proof of stake as their economic engine 👇