pablo-lema (29)in #cryptocurrency • 3 years agoHow to Value a New Crypto AssetFor the last few months, I have been thinking a lot about how to value, or at least gauge, whether a newly released…pablo-lema (29)in #cryptocurrency • 3 years agoCrypto Assets Are Primarily Communication NetworksWhen I was in college there was a joke going around that the easiest way to piss off the physics professor was to ask…pablo-lema (29)in #cryptocurrency • 3 years agoMr. Market vs. Mr. ICOBen Graham was a towering intellect. He wrote a book which has inspired legions of hedge fund managers and smaller…pablo-lema (29)in #cryptocurrency • 4 years agoAntifragile: Cryptocurrency and the Passage of TimeIn his outstanding book “Antifragile,” Nassim Nichoals Taleb discusses certain technologies that not only are able to…pablo-lema (29)in #cryptocurremcy • 4 years agoKey Asset FeaturesThere are a myriad metrics by which one may measure a crypto asset, but I would like to go back to the basics, what…pablo-lema (29)in #technology • 4 years agoThoughts on the Long Term WinnerToday we are going to discuss how the long term survivability of a prospective crypto asset is the single best…pablo-lema (29)in #cryptocurrency • 4 years agoThinking in SystemsThinking in systems is hard, particularly because humans are best at linear reasoning, “if this, then that.” Systems…pablo-lema (29)in #cryptocurrency • 4 years agoEconomic Over Technical ImprovementsWhen considering the attributes of candidate cryptocurrencies, you should always prefer economic over technical…pablo-lema (29)in #cryptocurrency • 5 years agoThe Value of WorkLet us consider “work” in a special sense, as the inputs that go into the maintenance (or in the digital sense)…pablo-lema (29)in #cryptocurrency • 5 years agoA Narrative of Price AppreciationA couple of years ago I ran into a dear friend who was preparing to launch a new crypto project, and he asked for my…pablo-lema (29)in #cryptocurrency • 5 years agoIt’s Chancey“Generally speaking, the prices of cryptocurrencies are not governed by chance, but they tend to behave like they do.”…pablo-lema (29)in #cryptocurrency • 5 years agoWhat is a Crypto’s Value? (Part 1)At a very high level, there are two types of values that we can consider when thinking about the value of anything:…pablo-lema (29)in #cryptocurrency • 5 years agoVolatility vs. RiskLets talk for a moment about volatility and the future of crypto investing. In essence, volatility refers to how far…pablo-lema (29)in #cryptocurrency • 5 years agoDefensive MoatsLet's talk about moats. If you are flashing back to fourth grade history and picturing a small lake with a castle in…pablo-lema (29)in #cryptocurrency • 5 years agoPrinciples for Crypto Investment, An Intelligent ApproachI am the Author of Principles for Crypto Investment, a book focused on developing a basic theory about crypto…pablo-lema (29)in #cryptocurrency • 5 years agoThe Market CycleThere is a cycle to everything in life, and like most things, it is important to understand that these cycles create…pablo-lema (29)in #cryptocurrency • 6 years agoLong Term Bets and the Scaling DebateYou should always prefer improvements to the economic incentives of a coin as opposed to mere technical improvements.…pablo-lema (29)in #cryptocurrency • 6 years agoMore Thoughts on IndexingWe have previously discussed some criteria as to how to create a good crypto coin index (Not Scams NS:100). Let’s here…pablo-lema (29)in #investing • 6 years agoLouis XIII and YouI am not, by any stretch of the imagination, what you might call a “drinker”. My average alcohol consumption per year…pablo-lema (29)in #trading • 6 years agoMe vs. Day TradersDay traders put food on my table. I have them to thank for my daughters braces and bills paid on time. I’m a big fan…
