This time is different, because of the ETF follows. And here is the context within which those flows occur. First, a gigantic cohort of the always online generations X, Y and Z have become more financially literate than any other demographics before. We know about everything that is going on, bas...

This time is different, because of the ETF follows. And here is the context within which those flows occur. First, a gigantic cohort of the always online generations X, Y and Z have become more financially literate than any other demographics before. We know about everything that is going on, bas...

Last week I shared the idea that we are roughly halfway through the bull market already. One follow up question resulting from that assumption could now be how to manage the approaching end of the current bull market. There are some major mistakes that people tend to make when managing their own ...

Last week I shared the idea that we are roughly halfway through the bull market already. One follow up question resulting from that assumption could now be how to manage the approaching end of the current bull market. There are some major mistakes that people tend to make when managing their own ...

A thought I want to lead with this week is a seemingly lucky accident unfolding in front of our eyes. Based on rough estimates, there have been about 8,000 generations of humans wandering this planet for the past 200,000 years. During the past 10 years we have seen two very different technologies...

A thought I want to lead with this week is a seemingly lucky accident unfolding in front of our eyes. Based on rough estimates, there have been about 8,000 generations of humans wandering this planet for the past 200,000 years. During the past 10 years we have seen two very different technologies...

This week I realized it has become all about crypto adoption. Traditional venture capital has apparently not woken up to it yet. And maybe that is where a lot of the opportunity in front of us is still coming from. We do still appear to be quite early. We hear people say crypto has no use cases...

This week I realized it has become all about crypto adoption. Traditional venture capital has apparently not woken up to it yet. And maybe that is where a lot of the opportunity in front of us is still coming from. We do still appear to be quite early. We hear people say crypto has no use cases...

My understanding of the macro is that we are roughly half way through the bull market already. I base this theory on the global liquidity cycle, which bottomed around June 2022. That was also the time around when ETH put in its cycle bottom. 19 months and 180 percent later ETH is sitting at aroun...

My understanding of the macro is that we are roughly half way through the bull market already. I base this theory on the global liquidity cycle, which bottomed around June 2022. That was also the time around when ETH put in its cycle bottom. 19 months and 180 percent later ETH is sitting at aroun...

My current understanding of ETH/BTC has changed in the sense that trend lines for ratios matter only as much as additional factors permit. Expressing my thought process in simple terms, for the past year BTC had tailwinds while ETH had headwinds. I am not sure how to express structural supply and...

My current understanding of ETH/BTC has changed in the sense that trend lines for ratios matter only as much as additional factors permit. Expressing my thought process in simple terms, for the past year BTC had tailwinds while ETH had headwinds. I am not sure how to express structural supply and...