Thought Experiment—Predictions For the “Red Wave” & Trump

Improve Your Process With Prediction & Reflection This is one of the things that most of the people I admire constantly reiterate— “focus on process, not result. The results will take care of themselves when you have a consistent, clear, and repeatable process.” I believe that taking time to reflect on your thinking is oneContinue reading “Thought Experiment—Predictions For the “Red Wave” & Trump”

Ethereum Q3 2022 Results

DISCLAIMER: There are significant risks involved in making any investment in crypto assets. None of the information presented herein is intended to form the basis of any offer or recommendation or have any regard to the investment objectives, financial situation, or needs of any specific person, and that includes you. In one line: Seems it’s aboutContinue reading “Ethereum Q3 2022 Results”

Ethereum Q2 2022 Results:

DISCLAIMER: There are risks involved in making any investment in crypto assets. None of the information presented herein is intended to form the basis of any offer or recommendation or have any regard to the investment objectives, financial situation, or needs of any specific person, and that includes you. In one line: The merge isContinue reading “Ethereum Q2 2022 Results:”

When in Doubt, ‘Zoom Out’

“The biggest investing errors come not from factors that are informational or analytical, but from those that are psychological.” – Howard Marks  As I watch the daily carnage across pretty much every crevice of the global markets & crypto economy, I think it’s important to zoom out and focus on the bigger picture. The post-COVID marketContinue reading “When in Doubt, ‘Zoom Out’”

Ethereum Q1 2022 Results:

In one line: The merge to ETH2.0/Proof of Stake creates a negative inflation rate + staking rewards at 10%+, setting up what should be very strong economics for the long-term trajectory for ETH as a store of value. In one more line: NFT’s continue to prove staying power and have the potential to be theContinue reading “Ethereum Q1 2022 Results:”

Ethereum Q4 2021 Results:

In one line: What would the stock chart look like if this were a public company’s Q4 earnings? In one more line: Expecting Layer 2 scaling solutions to have explosive growth and mature over the course of 2021 as we move toward ETH 2.0. Protocol Summary Numbers compare performance from Q4 2020 and Q4 2021Continue reading “Ethereum Q4 2021 Results:”

Ethereum (ETH) Q3 2021 Results

In one line: These are astonishing results and yet not unexpected; 457K active wallets is what caught my eye the most…a fraction of a percent of the world’s total population (Source: Bankless): Protocol Results Network Revenue increased 511%. The total transaction fees paid from users to miners increased 511% YOY from $321.21 million in Q3 2020 toContinue reading “Ethereum (ETH) Q3 2021 Results”