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/
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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/
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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/
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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/
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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/
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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/
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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/
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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/
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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/
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Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 |...
Published 01/18/22
Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise
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/
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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/
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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