Pablo Lema·Sep 26, 2024The 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…
InDataDrivenInvestorbyPablo Lema·Nov 24, 2022When 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…A response icon1A response icon1
InDataDrivenInvestorbyPablo Lema·Oct 10, 2022Why 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…
InDataDrivenInvestorbyPablo Lema·Jul 5, 2022Neck 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…A response icon1A response icon1
InCoinmonksbyPablo Lema·Mar 20, 2022Crypto 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…
InDataDrivenInvestorbyPablo Lema·Mar 8, 2022The 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…
InDataDrivenInvestorbyPablo Lema·Nov 12, 2021Stubborn 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…A response icon1A response icon1
InDataDrivenInvestorbyPablo Lema·Sep 19, 2021How 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…
InDataDrivenInvestorbyPablo Lema·May 21, 2021Crypto 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…