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Pablo Lema
Pablo Lema

16 Followers

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Published in DataDrivenInvestor

·Dec 17, 2022

Blockfi and Human Stupidity

Dear Friends, Today, I would like to discuss how the heights of greed degenerate into human stupidity and why “enough” is never really “enough”. …

Cryptocurrency

5 min read

Blockfi and Human Stupidity
Blockfi and Human Stupidity
Cryptocurrency

5 min read


Published in DataDrivenInvestor

·Nov 24, 2022

When to Sell

When 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 in paper wealth back then. Perhaps I held on through the slow death of the bear market out of greed, that would be a fair…

Cryptocurrency

5 min read

When to Sell
When to Sell
Cryptocurrency

5 min read


Published in DataDrivenInvestor

·Oct 10, 2022

Why Tokens Have Value

I would like to have a discussion about why crypto assets have any financial worth at all. Because, you can’t eat them can you? …

Cryptocurrency

4 min read

Why Tokens Have Value
Why Tokens Have Value
Cryptocurrency

4 min read


Published in DataDrivenInvestor

·Jul 5, 2022

Neck Deep in Incentivized Testnets

I have always made the argument that the chances a crypto asset will “disappear” or “go bankrupt”, are inversely proportional to its number of users. The recent collapse of Luna shows what happens when holders lose confidence and begin to abandon a project en masse. But what about projects that…

Cryptocurrency

5 min read

Neck Deep in Incentivized Testnets
Neck Deep in Incentivized Testnets
Cryptocurrency

5 min read


Published in Coinmonks

·Mar 20, 2022

Crypto 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 to that of a traditional stock, because crypto growth is not financed by debt. This, on its face, is a curious idea. What effect does…

Cryptocurrency

4 min read

Crypto Growth is Free (as in Beer!)
Crypto Growth is Free (as in Beer!)
Cryptocurrency

4 min read


Published in DataDrivenInvestor

·Mar 8, 2022

The Magic Lock Box of Value

There is a magical lock box of intrinsic value, and it accrues credit every time a crypto ecosystem grows or gets used. This magical lock box has nothing to do with any assets “price”, as matter of fact, the value of the contents of the lock box, and what the…

Cryptocurrency

4 min read

The Magic Lock Box of Value
The Magic Lock Box of Value
Cryptocurrency

4 min read


Published in DataDrivenInvestor

·Nov 12, 2021

Stubborn Pablo

I am very stubborn. This has been a great boon for my investment career, because I am quite indifferent to market cycles and the latest fads. I am proud to say I only invested in one ICO in 2017, and it turned out great (Tezos). …

Cryptocurrency

6 min read

Stubborn Pablo
Stubborn Pablo
Cryptocurrency

6 min read


Published in DataDrivenInvestor

·Sep 19, 2021

How to Value a New Crypto Asset

For 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 at a price that favors purchase, or perhaps sale, if we are looking a few years down the road. The standard way of…

Cryptocurrency

6 min read

How to Value a New Crypto Asset
How to Value a New Crypto Asset
Cryptocurrency

6 min read


Published in DataDrivenInvestor

·May 21, 2021

Crypto Assets Are Primarily Communication Networks

When 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 gravity?”, upon which the professor would launch into a 45 minute diatribe on gravitons and the latest advances at CERN; but the truth…

Cryptocurrency

4 min read

Crypto Assets Are Primarily Communication Networks
Crypto Assets Are Primarily Communication Networks
Cryptocurrency

4 min read


Published in DataDrivenInvestor

·Dec 29, 2020

Mr. Market vs. Mr. ICO

Ben Graham was a towering intellect. He wrote a book which has inspired legions of hedge fund managers and smaller investors to wealth, and quite interestingly, they all took the basic concepts laid out in this book, but applied them in radically different ways. …

Bitcoin

5 min read

Mr. Market vs. Mr. ICO
Mr. Market vs. Mr. ICO
Bitcoin

5 min read

Pablo Lema

Pablo Lema

16 Followers

Pablo has been working in and around virtual currency since early 2006. www.Pablo-Lema.com.

Following
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