Pablo LemainDataDrivenInvestorWhen 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…5 min read·Nov 24, 2022--1--1
Pablo LemainDataDrivenInvestorWhy 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…4 min read·Oct 10, 2022----
Pablo LemainDataDrivenInvestorNeck 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…5 min read·Jul 5, 2022--1--1
Pablo LemainCoinmonksCrypto 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…4 min read·Mar 20, 2022----
Pablo LemainDataDrivenInvestorThe 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…4 min read·Mar 8, 2022----
Pablo LemainDataDrivenInvestorStubborn 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…6 min read·Nov 12, 2021--1--1
Pablo LemainDataDrivenInvestorHow 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…6 min read·Sep 19, 2021----
Pablo LemainDataDrivenInvestorCrypto 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…4 min read·May 21, 2021----
Pablo LemainDataDrivenInvestorMr. Market vs. Mr. ICOBen Graham was a towering intellect. He wrote a book which has inspired legions of hedge fund managers and smaller investors to wealth…5 min read·Dec 29, 2020----