The Poor Man’s Angel Investing: A Journey into Crypto TestnetsAs I mentioned in a previous article, around 2019 when testnets were getting started, our head researcher at the time, proposed that we get…Sep 26Sep 26
Published inDataDrivenInvestorWhen to SellWhen to sell. This is something I have been thinking about, ever since the last price collapse in 2018–2020. I lost a few million dollars…Nov 24, 20221Nov 24, 20221
Published inDataDrivenInvestorWhy Tokens Have ValueI would like to have a discussion about why crypto assets have any financial worth at all. Because, you can’t eat them can you? The…Oct 10, 2022Oct 10, 2022
Published inDataDrivenInvestorNeck Deep in Incentivized TestnetsI have always made the argument that the chances a crypto asset will “disappear” or “go bankrupt”, are inversely proportional to its number…Jul 5, 20221Jul 5, 20221
Published inCoinmonksCrypto Growth is Free (as in Beer!)I am interested in exploring the idea that it is much easier to evaluate the potential for price appreciation of a crypto asset, as opposed…Mar 20, 2022Mar 20, 2022
Published inDataDrivenInvestorThe Magic Lock Box of ValueThere is a magical lock box of intrinsic value, and it accrues credit every time a crypto ecosystem grows or gets used. This magical lock…Mar 8, 2022Mar 8, 2022
Published inDataDrivenInvestorStubborn PabloI am very stubborn. This has been a great boon for my investment career, because I am quite indifferent to market cycles and the latest…Nov 12, 20211Nov 12, 20211
Published inDataDrivenInvestorHow to Value a New Crypto AssetFor the last few months, I have been thinking a lot about how to value, or at least gauge, whether a newly released crypto asset is trading…Sep 19, 2021Sep 19, 2021
Published inDataDrivenInvestorCrypto Assets Are Primarily Communication NetworksWhen I was in college there was a joke going around that the easiest way to piss off the physics professor was to ask him “what is…May 21, 2021May 21, 2021
