Episodes
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 occasionally invite some projects that are solving big problems onto Tascha Labs podcast, to talk about what they’re doing. These conversations...
Published 09/19/22
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 These Big Problems https://taschalabs.com/the-next-big-investment-opportunities-in-web3-may-come-from-solving-these-big-problems/ Subscribe...
Published 09/05/22
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 up for my free newsletter: https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 |...
Published 08/14/22
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 cannotAnd more.Related article: 35 Web3 Business Ideas to Disrupt Traditional Industrieshttps://taschalabs.com/35-web3-business-ideas-to-disrupt-traditional-industries/Join my free newsletter: https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain...
Published 07/31/22
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 cycle Related article: Utility Tokens From Real Businesses Will Drive Next Wave of Crypto Adoption https://taschalabs.com/utility-tokens-from-real-businesses-will-drive-next-wave-of-crypto-adoption/ Join 30,000 others on my weekly emails for insights on the future of web3 economy, macro...
Published 07/17/22
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 & Bullsh*t of Web 3.0 https://taschalabs.com/truth-bullsht-of-web-3-0/ BIS: The Future of Monetary System...
Published 07/02/22
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 ingredient Related article: Truth & Bullsh*t of Web 3.0 https://taschalabs.com/truth-bullsht-of-web-3-0/ Subscribe to my free newsletter: https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise
Published 06/20/22
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 Designers, Investors, and...
Published 05/25/22
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 portfolio Related article: 7 Industrial Policy Tactics Blockchains Can Learn From Nation States https://taschalabs.com/7-industrial-policy-tactics-blockchains-can-learn-from-nation-states/ Subscribe to my free newsletter:...
Published 05/09/22
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-dex-on-cosmos/ Subscribe to my free newsletter: https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment...
Published 04/25/22
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 governments Related articles: What Is Money and How Will Blockchain Change It? https://taschalabs.com/what-is-money-and-how-will-blockchain-change-it/ Sustainable Rally or Dead Cat Bounce: Crypto Outlook Post FOMC March Meeting...
Published 04/04/22
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 crypto Related articles: Web3 Invest-ability Ranking by Sector https://twitter.com/TaschaLabs/status/1499215021108346883?s=20&t=HmC5uMv6OtHq5A1XAx3y_A This Is the Single Most Important Macro Factor That Affects Crypto...
Published 03/14/22
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: Intro 0:50: First question: Rates rikes vs quantitative Tightening 8:07: Second question: Short term market outlook 21:32: Effect of Ukraine-Russia conflict on financial markets & crypto 33:35: Growth rate of the stable...
Published 02/28/22
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… Related article: Is Asset Price Valuation a Meme? https://taschalabs.com/is-asset-price-valuation-a-meme/ Subscribe to my newsletter: https://taschalabs.com/newsletter/ Cheers! Subscribe to Tascha Labs Podcast | Crypto...
Published 02/28/22
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 updates Related article: 10 Prophecies for the Web 3.0 Age https://taschalabs.com/10-prophecies-for-the-web-3-0-age/ Don't forget to subscribe! Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise
Published 02/14/22
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://twitter.com/TaschaLabs Subscribe to my free newsletter https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast |...
Published 01/31/22
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-months/ Don't forget to subscribe! Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 |...
Published 01/18/22
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Published 01/09/22
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 article Top 3 Themes I’m Bullish & Bearish About in Crypto for 2022 https://taschalabs.com/top-3-themes-im-bullish-bearish-about-in-crypto-for-2022/ Don't forget to subscribe! Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3...
Published 12/20/21
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 Investment https://taschalabs.com/a-checklist-for-layer-1-blockchain-investment-%e2%9c%85/ Blockchain Nations: The Surest Bet in Crypto...
Published 12/06/21
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 https://taschalabs.com/how-to-value-layer-1-blockchains-the-right-way-the-wrong-way/ If you like the video, don't forget to hit...
Published 11/08/21
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 it Related articles: Defi’s Competitive Advantages: What’s Real and What’s Not https://taschalabs.com/defis-competitive-advantages-whats-real-and-whats-not/ Why I Think Axie Infinity Will Fail...
Published 10/11/21
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 assets Related articles: Why crypto is a solution to rising wealth inequality...
Published 10/03/21