Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain

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 investing candidate Chapters: 00:00:00 - Balancing Being a Contrarian and Going with the Market Trend 00:06:55 - Finding Your Investment Personality 00:13:56 - The Lifecycle of Individual Stocks 00:20:43 - Utilizing Computer Models for Pattern Recognition 00:27:53 - The Supply and Demand of Crypto Cycles 00:35:21 - Defining Long-Term Investing 00:42:15 - Seeking Growth and Minimizing Downside Risk 00:49:22 - Picking Investments Using a Framework 00:56:28 - Evaluating Investments with Risk and Upside Subscribe to my free newsletters: https://taschalabs.com/newsletter Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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: 00:00:00 - Crypto Market Movement Analysis 00:05:19 - Understanding Price Movements in the Market 00:10:28 - Potential Financial Troubles for Crypto Entities 00:15:31 - Understanding the Mechanisms of Market Selling 00:21:08 - Assessing Reward-Risk in Buying the Dip 00:26:16 - Stability in the Market and Support Resistance 00:31:17 - Investing Framework and Defining the Downside 00:36:16 - Controlling What You Can Control 00:41:21 - The Impact of Widen Stop Losses on Win Rates Subscribe to my free newsletter at https://taschalabs.com/newsletter Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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. Chapters: 00:00:00 - Importance of Understanding Market Cycles 00:05:40 - Detecting Market Cycles: An Investigative Framework 00:11:14 - Seasons and Market Cycles 00:16:29 - Assessing and refining the prediction process 00:22:13 - Detecting Market Turning Points 00:27:59 - Using multiple indicators to make accurate predictions 00:33:19 - The concept of dimensionality reduction 00:38:22 - Detecting Market Trends using Moving Averages 00:43:45 - The limitations of using ready-made indicators in market analysis 00:49:04 - Optimal Moving Average Lengths 00:54:36 - Describing Overbought and Oversold Markets 01:00:06 - Combining Moving Average Crossovers and Counter Channel Upper Bounds 01:05:31 - The Importance of the Options Market and the VIX Index 01:11:09 - Evaluating Features in Assessing Spring's Arrival 01:16:21 - Market Breath and the Crypto Market 01:21:47 - Analyzing Market Cycles Sign up for my free newsletter at https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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 potential Chapters: 00:00:00 - Lack of Exciting Developments in the Crypto Market 00:05:34 - The Market's Lack of Movement in the Past Months 00:11:09 - Bull Run Led by AI stocks 00:16:46 - Analyzing Crypto Trading Volume 00:22:37 - Institutional Investors in Crypto Market 00:28:17 - The Complications of Regulating Tokens in Different Contexts 00:33:45 - The Need for Regulation in the Crypto Space 00:44:55 - Financial engineering in the crypto space 00:50:43 - Unbalanced Innovation in Web3 00:56:05 - Reinforcement of Beliefs and Vested Interests 01:01:42 - The Potential of Digital Tokenization and Innovation Sign up for my free newsletter: https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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 pros and cons of different cross-chain tech stacks and the future of the multi-chain thesis. Related links: https://axelarscan.io/ https://dune.com/axelarnetwork/axelar 0:00 - The Multi-Chain Thesis 2:10 - Sergey Gorbunov and Axelar introduction 5:19 - Outlook about the changes in multichain world 8:09 - Reason behind consolidation in crypto liquidity 13:18 - Adding additional distribution with less hassle 17:39 - Long-term use case for cross chain transactions 22:14 - Axelar's cross-chain mechanism 27:05 - Usage growth in different segments of user base 32:56 - Architectural pros & cons 37:09 - Cost or speed advantage of Axelar's approach 40:05 - Direction of chain architecture in terms of general purpose vs application specific 42:50 - Distribute ledgers technologies aside from blockchain 50:18 - Things learned as an entrepreneur Subscribe to the Tascha Labs newsletter at https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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 | Web3 | Blockchain on Soundwise

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 rivals Subscribe to the Tascha Labs newsletter at 👉 https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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 recent trends in web3 early stage investing. Interested in joining Tascha Labs x WAGMI syndicate and get in the know of future deal flows? Apply here 👉 https://taschalabs.com/syndicate Timestamps 0:00 - Today's topic 0:58 - Paul’s background 6:32 - Problem with early stage investing in the bull market 13:57 - Thoughts on the angel investment process 21:07 - Having a thesis about what and where to invest 28:23 - Uniqueness of Web 3 angel investing compared to other early stage startup investments 33:50 - Average holding period 37:20 - Percentage of projects that have tokens 41:59 - Project valuation 48:16 - Win rate 51:09 - Importance of having consistency 53:41 - Capital allocation strategy 1:00:24 - Other advices on early stage investing 1:11:06 - Outro Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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 platform can happen if this type of new regime gets adopted widely. We’ll dig into much of that in this conversation. 0:00 - Today's topic 0:15 - Ethereum staking as a financial primitive in blockchain world 2:16 - Problems EigenLayer is trying to solve 3:38 - Selling & buying in decentralized trust 10:42 - Dimensions of decentralized trust 12:40 - Reason behind the need for decentralization 16:31 - Problem with decentralized trust 20:59 - Staking Eth to validate for other protocols 24:19 - Return format & method of payment 30:36 - Impact of EigenLayer on amount of Eth staked 36:51 - Effect on volatility of the validator base 42:34 - Impact of EigenLayer on Ether's token price 45:38 - Risk comparison between using EigenLayer and going on your own for applications 53:35 - Details about EigenDA marketplace 1:01:47 - Sharing common decentralized trust framework among platforms 1:04:00 - Current status of EigenLayer 1:05:34 - Outro Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast I talk about: Macro big picture for this year Crypto market outlook Three investment perspectives Timestamp 00:00 - Introduction Macro big picture for this year 00:57 - What is the macro picture right now? Crypto market 2023 14:30 - Is the bottom in? 16:20 - Does that mean we have a bull market? 17:40 - Why is crypto pumping so much in past few weeks? 21:30 - Sum up Three Investment perspectives 23:50 - Beatendown names with good traction 28:15 - Undervalued platforms compared to historical valuations 29:20 - Smaller caps with traction 35:00 - Sum up 35:55 - A look at the tokens that have been pumping the hardest & the reasons behind Subscribe to the Tascha Labs newsletter at https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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. You can play around with it here 👉 https://web3-valuation.taschalabs.com/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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/ Timestamp 00:00 - Introduction 1. A valuation framework to assess blockchain platforms 00:57 - What will determine the price of a blockchain native token? 07:40 - How is this useful for investment? 09:30 - Results of the analysis 11:05 - On “overvaluation”, “undervaluation” and “predicted value” terminology 14:15 - How this model can be used for any tokenized platforms 18:13 - Why do I only run the model with 12 blockchains? 19:51 - How is this model different from the cash flow-based model? 23:43 - Regarding undervalued tokens - Is it because of high inflation? 24:51 - Do Solana’s transactions include voting transactions? 25:26 - Regarding XRP result 31:44 - What does higher platform-specific markup mean? 33:40 - Regarding people having different opinions 2. Impact of token supply on price 34:47 - How was the analysis done? 35:33 - Result of the analysis 44:12 - Is token supply a good metric when losing private key cases are not included? 45:15 - Do NFTs have the same price mechanisms regarding the token supply versus price? 46:15 - Is crypto over? Will policy change affect how assets are priced? 49:38 - Does this model take into account veTokenomics? 52:53 - Can we split it into subcategories? 53:30 - How supply shrinkage affects price in the bull versus the bear market? Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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, Solana!” Honestly though, I didn’t expect L2 for Solana to be happening, at least not soon. But web3 moves at warp speed– Solana L2 is a real thing now. In this episode of Tascha Labs podcast I talk with Kevin Lim, founder of Nitro Labs, who’s building the first Solana virtual machine (SVM) scaling solution in Cosmos. This conversation happened at an interesting time though– right after the FTX collapse which created something of an existential crisis for Solana. So I was keen to get Kevin’s take on the situation, even though I had my prior assumptions (https://taschalabs.com/my-top-3-l1-l2-investment-themes-for-the-beginning-of-next-cycle/). Are we both biased? Yes. Though as always, you should be happy that there are people who bias in a different direction than you. At the end of day, that’s what makes a market possible. Timestamps 0:00 - Intro 1:50 - Kevin's background & what is Nitro 3:24 - What is Solana VM (SVM) 5:54 - How is SVM better than EVM 8:59 - Having better tps with SVM 12:45 - Why choose Cosmos instead of Ethereum 20:57 - The equivalent of javascript in web 3 22:46 - Validating the idea of creating Nitro 24:44 - Who else is on the Nitro team 25:43 - How far along is Nitro in terms of development 27:07 - How does the Nitro launch campaign work 28:20 - Incentives for builders on Nitro 29:43 - Numbers of projects launched at the moment 30:21 - What types of projects are interested in Nitro 32:51 - Using a separate bridging solution to move assets 34:18 - Competitors of Nitro 36:38 - Why is Nitro focusing on building general purpose chain instead of app-specific chain 44:33 - Thoughts on challenges faced by Solana ecosystem 47:44 - Thoughts on funding and investment for the Solana ecosystem 50:47 - Funding for Nitro 52:00 - Kevin's prior entrepreneurship experience 54:01 - Major lessons learned being an entrepreneur Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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

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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 Network I also talk about the outlook for the web3 sectors these projects are in, namely, fan token platforms, move-to-earn platforms, and DeFi scaling infrastructure. Enjoy! 0:00 - Intro 2:43 - Market updates 8:19 - Market outlook 10:12- What I think of Socios fan tokens 15:50 - Athlete / influencer / creator / other social tokens 20:53 - The need for creator tokens to be 100 times better than existing solutions 27:41 - What I think of Sweatcoin 29:00 - The need for network effect 32:08 - Large user base doesn't mean you have network effect 34:47 - What I think of SEI network 35:18 - If network congestion is a problem, why not build a side chain on other layer ones? 38:31 - DeFi today is unusable 41:29 - Why do we need a chain specifically for DeFi? 44:50 - The need of better traffic channels cross chains Sign up for my free newsletter to help you get smarter about web3 https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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 to talk about his vision for fan tokens and how he thinks web3 will change the century-old business model of the sports industry. This is exciting stuff, guys. Enjoy! 0:00 - Intro 2:16 - What is socios? 5:16 - What made you see the vision and double down on it? 7:24 - Why is lack of fan engagement a problem to solve? 9:07 - Response of sports teams on the sales pitch 11:13 - What's your current business model and source of revenue? 12:43 - Portion of revenue in terms of sales vs transaction fees 16:21 - Performance indicators 18:28 - Active voting ratio of token holders 19:11 - How do fan tokens generate value? 30:05 - What is the value added for the sponsors? 37:54 - Who are your competitors? 42:40 - Why should someone partner with you? 44:42 - Reaching the main stream audience 47:31 - Opinions on the new sports leagues 49:42 - What kind of sports would be suitable for this model? 53:39 - Regulations 56:19 - Price performance 58:43 - Future of the sports industry 1:00:32 - Outro Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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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 you’re a web3 founder, this is a must listen as we go through every aspect of getting Sweatcoin off the ground, from tokenomics to growth strategy to common pitfalls of crypto projects. If you’re an investor, this conversation will inspire you as to what’s possible and what’s yet to come in the web3 economy. Also check out the 7 lessons from Sweatcoin on how to use tokenization to drive growth. https://taschalabs.com/how-to-use-tokenization-for-business-growth-7-lessons-from-a-successful-project/ Enjoy! Subscribe to my free newsletter to help you get smarter about web3 https://taschalabs.com/newsletter/ Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

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