Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain: Recent Episodes

Tascha Labs

This is a AMA podcast series where Tascha answers reader questions on developments in the blockchain / crypto / web3 space. Follow Tascha @TaschaLabs on Twitter. Sign up for free newsletter to help you get smarter, richer and freer https://taschalabs.com/newsletter/

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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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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/

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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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Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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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 https://www.bis.org/publ/arpdf/ar2022e3.htm

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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/

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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 Regulators https://taschalabs.com/5-lessons-from-terra-luna-fallout-for-future-stablecoin-designers-investors-and-regulators/

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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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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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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 https://taschalabs.com/sustainable-rally-or-dead-cat-bounce-crypto-outlook-post-fomc-march-meeting/

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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 https://taschalabs.com/this-is-the-single-most-important-macro-factor-that-affects-crypto/

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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 coin market capitalization 41:07: Bear market strategy 50:23: Third question: If there’re any “intrinsic values” in tokens 58:05: Conclusion

Timestamps courtesy of @CryptoVinicius.

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 Investment through Macro Lens | Web3 | Blockchain on Soundwise

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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 Investment through Macro Lens | Web3 | Blockchain on Soundwise

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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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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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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 | Blockchain on Soundwise

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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 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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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 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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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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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 https://taschalabs.com/why-i-think-axie-infinity-will-fail/

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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 https://taschalabs.com/crypto-is-a-solution-to-rising-inequality-heres-why/

Ethereum as new global risk-free asset https://taschalabs.com/ethereum-the-new-global-risk-free-asset/

How NFT can help solve global asset shortage https://taschalabs.com/the-nft-boom-is-answer-to-the-global-asset-shortage/

Sign up for my free newsletter to help you get smarter and richer https://taschalabs.com/newsletter/
Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise