In this episode of Tascha Labs podcast, I cover:- Contrarian investing v.s. trend following: which is better?- Using market cycle indicators on individual tickers: is it applicable?- Automating market cycle analysis with models: Should you do it?- Outlook for next crypto cycle and factors of influence - How to evaluate Ethereum as a long-term inves…

In this episode of Tascha Labs podcast, I discuss: - the possible drivers of recent selloffs in ETH and BTC- whether it's time to re-enter the market- how to think about the reward-risk profile of your investment decisions- and what you can do to increase the expected value (EV) of your investing quickly without other major adjustments.Chapters:00:…

In this episode of Tascha Labs podcast, I discuss one of the most important investment edges you can have-- the art of recognizing and being in sync with market cycles. I'll talk about how you can develop your own robust framework for mastering the market cycles, and continuously optimize it, to achieve better returns and minimize drawdowns.Chapter…

In this episode of Tascha Labs podcast, I cover- Why crypto didn't follow the recent rally in US equities, despite historical correlation- The urgent need for regulations in web3 and what good regulation entails- The unbalanced state of web3 innovation and how it may impact the sector's long term potentialChapters:00:00:00 - Lack of Exciting Develo…

In this episode of the Tascha Labs podcast, we explore the current status of the Multi-Chain Thesis, with Sergey Gorbunov, Co-Founder and CEO of Axelar. We dive into the world of multi-chain ecosystems, the factors driving consolidation in crypto liquidity, and the benefits for web3 applications to go multi-chain. We also touch on the architectural…

In this episode of the Tascha Labs podcast, I'll walk you through the steps to implement an internally consistent framework for profitable crypto investing, with a little help from our friend ChatGPT.Subscribe to the Tascha Labs newsletter at https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens …

In this episode of Tascha Labs podcast I talk about: *banking crisis in Silicon Valley: SVB, Silvergate, Signature and what it means for monetary policy direction *crypto market outlook *blockchain economies’ long term existential rivalsSubscribe to the Tascha Labs newsletter at 👉 https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast …

In this episode of Tascha Labs podcast, we talk all about angel investing in Web3-- the why, the how, the potentials, and the pitfalls. Joining me is Paul Pesek, cofounder of WAGMI Ventures, a fast growing Web3 angel syndicate. Tune in to learn about how to select deals, evaluate projects, and structure your portfolio as an angel investor, and rece…

In this episode of Tascha Labs podcast, I talk to Sreeram Kannan, founder of EigenLayer, about a new Ethereum staking modality called “re-staking”. This is a new innovation that can help scale a proof-of-stake ecosystem by improving the system’s capital efficiency.Lots of interesting and potentially complex economic implications for the Ethereum pl…

In this episode of Tascha Labs podcast I talk about:Macro big picture for this yearCrypto market outlookThree investment perspectivesTimestamp00:00 - Introduction Macro big picture for this year00:57 - What is the macro picture right now?Crypto market 202314:30 - Is the bottom in? 16:20 - Does that mean we have a bull market?17:40 - Why is crypto p…

I made a new year’s gift for you!This simple web3 platform valuation tool helps you quickly estimate how much a blockchain (or other similar types of web3 platform) is worth given its traction level & crypto market condition.This episode of Tascha Labs podcast gives a quick walkthrough of how to use this tool to valuate an Ethereum L2 like Arbitrum…

In this episode of Tascha Labs podcast I talk about:A valuation framework to assess blockchain platforms 👉 https://taschalabs.com/the-most-overvalued-undervalued-blockchain-platforms-right-now/Impact of token supply on price 👉 https://taschalabs.com/the-curious-effect-of-token-supply-on-price/Timestamp00:00 - Introduction 1. A valuation framework t…

One day last year I was debating with a dear friend– who’s a bit of an ethereum maxi– about Ethereum vs other L1s. He said, “Once Eth L2 rollups are up and running, cost and speed advantages of other L1s won’t exist anymore.”I said, “I’m bullish on Eth L2s as well. But nothing’s stopping other L1s to also have rollups. You can have layer 2s on, say…

In this episode of Tascha Labs podcast I discuss:· where we are in the market cycle for equity and crypto· how this bear market is different from previous lengthy market downturn such as 2008/09 cycle and what it means for market rebound pattern going forward· what to do to prepare yourself for a market recovery in the next 6 monthsSubscribe to Tas…

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I’ve had several guests on the Tascha Labs podcast in the past month to talk about their projects. In this episode you’ll get my candid opinions about them, including:· Socios· Sweatcoin· Sei NetworkI also talk about the outlook for the web3 sectors these projects are in, namely, fan token platforms, move-to-earn platforms, and DeFi scaling infrast…

After I wrote about my thoughts on sports fan tokens recently (https://taschalabs.com/fan-tokens-new-ponzi-or-new-paradigm/), Alex Dreyfus, who is the CEO of Socios, the largest fan token platform in the world, reached out. He told me I'm biased and some of my views are not correct. That's nice to hear :)So I brought Alex on the Tascha Labs podcast…

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A common criticism of current web3 landscape is a lack of “real world” use cases and successful applications beyond ponzi-nomic vaporware. That’s why on today’s Tascha Labs podcast I’m super excited to chat with founders of Sweatcoin— a consumer company that has leveraged a web3 business model to get to 100 million+ users and continues to grow.If y…

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Subscribe to Tascha Labs free newsletter https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on SoundwiseTascha Labs

A while ago I wrote about the big problems of web 3.0 today https://taschalabs.com/the-next-big-investment-opportunities-in-web3-may-come-from-solving-these-big-problems/. My point is the projects that help successfully solve these problems will go places.Many readers asked, “But Tascha, what are those projects?”I figured it would be good to occasi…

In this episode I answer reader questions on:· Challenges in DeFi scaling and user experience· What it takes for NFTs to integrate real world assets· How widely adopted utility tokens may compete w/ fiat currencies· Token vs stock: is there a difference anymore?Related article: The Next Big Investment Opportunities in Web 3 May Come From Solving Th…

In this video I talk about a key reason why most retail investors don't do well in the market and a process you can adopt to improve your investing.The Next Big Investment Opportunities in WEB3 May Come From Solving These Big Problems https://taschalabs.com/the-next-big-investment-opportunities-in-web3-may-come-from-solving-these-big-problems/Sign …

In this video I talk about: · US Q2 GDP growth and July FOMC meeting · Why is the market up? · Is bear market ending? · Are utility tokens securities? · What Web3 can do that Web2 cannot And more. Related article: 35 Web3 Business Ideas to Disrupt Traditional Industries https://taschalabs.com/35-web3-business-ideas-to-disrupt-traditional-industries…

In this video I answer reader questions on:· does web 3 need blockchain?· how tokenization can lower marketing cost· my view on Helium tokenomics· why utility tokens may drive crypto adoption in next cycleRelated article: Utility Tokens From Real Businesses Will Drive Next Wave of Crypto Adoption https://taschalabs.com/utility-tokens-from-real-busi…

In this video I talk about:· US Q2 GDP nowcasting result & what it means for monetary policy· Investment framework: cost & benefit of hodling vs trading· How to think about long-term vs short-term conviction in crypto· What is "intrinsic value"· Is there a point to web 3 if it's not "decentralized / censorship-resistant"?Related article:Truth & Bul…

In this video I talk about- Macro outlook after the June FOMC meeting- When to expect monetary policy capitulation- Macro impact on crypto market going forward- Web 3.0's long term potential & missing ingredientRelated article:Truth & Bullsh*t of Web 3.0 https://taschalabs.com/truth-bullsht-of-web-3-0/Subscribe to my free newsletter: https://tascha…

In this video I answer reader questions on:· What's the biggest design issue with Luna (may not be what you think)· Can algorithmic stablecoins ever work?· How to assess the network effect of a stablecoin's reserve assets· Why we need regulatory standards for stablecoins Related article: 5 Lessons From Terra/Luna Fallout, for Future Stablecoin Desi…

In this video I answer reader questions on:· Best growth strategies for new blockchains· Industrial policies blockchains can learn from nation states· The future of decentralized organization structure· Bear-market barbell portfolioRelated article:7 Industrial Policy Tactics Blockchains Can Learn From Nation States https://taschalabs.com/7-industri…

In this video I answer reader questions on:· How to think about DeFi tokenomics? · Why is high token emission not necessarily bad?· How can DEXes build a defendable moat?· How sustainable is the Terra/Anchor biz model?Related article:Should You Invest in the Most Popular Dex on Cosmos? https://taschalabs.com/should-you-invest-in-the-most-popular-de…

In this video I answer reader questions on:- Factors affecting crypto outlook in coming months- How blockchain can make the distribution of credit & debt more equal - Why Luna BTC buy is a non-event- Likelihood of widespread crypto ban by governmentsRelated articles:What Is Money and How Will Blockchain Change It? https://taschalabs.com/what-is-mon…

In this video I answer reader questions on· The future of play-to-earn economies· Reward/risk outlooks of different web3 sectors· Crypto passive income strategy· Alt coin investment in bear market· Impact of USD appreciation on cryptoRelated articles:Web3 Invest-ability Ranking by Sector https://twitter.com/TaschaLabs/status/1499215021108346883?s=2…

In this video I answer reader questions on· Short term crypto market outlook· Impact of Fed rate hike vs quantitative tightening· Effect of Ukraine-Russia conflict on financial markets & crypto· If there’re any “intrinsic values” in tokens· And more…0:00: Intro0:50: First question: Rates rikes vs quantitative Tightening8:07: Second question: Short …

In this video I answer reader questions on:· Will tradFi assets be tokenized?· What will be the “super currencies” of web3?· How much does decentralization matter?· Will web3 help or hurt inequality?· Project/investment theme updatesRelated article: 10 Prophecies for the Web 3.0 Age https://taschalabs.com/10-prophecies-for-the-web-3-0-age/Don't for…

In this video I answer reader questions on:· investing in index funds vs individual tokens· investing in BTC & ETH vs “alt coins”· profit taking criteria· impression of recent FOMC meeting messages· and more…Related article: How to Find the 10x Winners in Crypto https://taschalabs.com/how-to-find-the-10x-winners-in-crypto/Follow me on Twitter https…

In this video I talk all abt market cycles—· Monetary policy cycle & impact on crypto for 2022· BTC & ETH dominance cycle & relative token performance· Web3 innovation cycle· Cyclical portfolio rotation & possible strategies Related article--My Crypto Market Outlook for Next Six Months https://taschalabs.com/my-crypto-market-outlook-for-next-six-mo…

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In this video I answer reader questions on--· How to position for crypto bear market· Crypto price decoupling from Bitcoin· The nature of blockchain revolution · Finding your own optimal investment zone · And more...Related articleTop 3 Themes I’m Bullish & Bearish About in Crypto for 2022 https://taschalabs.com/top-3-themes-im-bullish-bearish-abou…

In this Q&A video I answer reader questions on:· Ethereum L2s vs alt L1s: which will win· How to look at VC involvement in crypto· Pros & cons of the open-source culture· My investment theses for 2022· & more Cheers!Related articles:A Checklist for Layer 1 Blockchain Investmenthttps://taschalabs.com/a-checklist-for-layer-1-blockchain-investment-%e2…

In this Q&A video I cover:· will L1 tokens replace fiat currencies· economic advantages of PoS over PoW· why “sound money” means price stability· & more Related articles:Blockchain Nations: The Surest Bet in Crypto https://taschalabs.com/blockchain-nations-the-surest-bet-in-crypto/How to Value Layer 1 Blockchains: The Right Way & the Wrong Way http…

In this Q&A video I cover:• When decentralization matters & when it doesn't for DeFi and crypto in general• How to build moat in DeFi• Should you invest in L1 chains or DeFi protocols• Challenges of real estate NFTs• Will Axie Infinity make itRelated articles:Defi’s Competitive Advantages: What’s Real and What’s Not https://taschalabs.com/defis-com…

This is a Q&A session about an article I wrote recently on how crypto will reduce wealth inequality. In this video I answer some interesting questions from readers. Questions covered:- Current and future utilities of NFTs- deFi's advantages over traditional finance and what will happen to banks- productive assets vs store-of-value assetsRelated art…