Thought Leadership Threads
It’s widely believed that “grit” is one of the most important characteristics of successful people.
After 8 months in the web3 space I have a view that many of the problems in the NFT ecosystem are directly attributable to a lack of grit.
A few controversial thoughts: 🧵👇
If you’re an investor in stocks, crypto or NFTs, you’ve probably heard the word “alpha” thrown around.
What is it and does it really exist?
A few thoughts on “alpha” and a specific type of “alpha” that's been used to generate outsized returns. 🧵👇
Have you ever used a product and wondered how the business behind it is making money?
The answer should be obvious for financial products so when it’s a mystery you better watch out.
Here’s why this matters in #crypto and #DeFi in particular: 🧵👇
I’m struggling to understand the value of “buying land in the Metaverse”. I’m not for or against it (yet). I’m just trying to understand it.
Calling on the web3 community to help me wrap my head around the concept. A few thoughts: 🧵👇
A crypto mortgage? Is it possible? 🤨
Web3’s potential has been building for years as it aims to correct major flaws with web2 constructs.
But for many ideas, web3 Founders might have to build web2.5 versions first.
Crypto mortgages fall into this camp: 👇🧵
I’ve been spending a lot of time interacting with “base of the pyramid” buyers of NFTs in Discord groups, Spaces sessions and 1:1 conversations.
Across people and projects I’m hearing a strikingly similar narrative.
Here’s why I believe the NFT phenomenon is what it is today.👇
The Web3 community embraced my thread on the “House Money Effect”.
I’ve now seen something else that the community will appreciate: “Becoming Velocitized”.
A few thoughts on velocitization (what it is and why it matters):