Macro 1. The US Dollar will be devalued by 15-30% against its major fiat trading pairs (i.e. the Euro, Japanese Yen, Mexican Peso, Canadian Dollar, and most importantly Chinese Yuan) within the first 6 months of the incoming Trump administration. 2. Except for China, broad-based tariffs of 10-20% will
Hey everyone - I have some exciting news to share! For the past year and a half, I’ve been building Credit Coop, a new private credit platform supporting the growth of the Web3 ecosystem by providing innovative financing solutions that leverage future cash flows. We’ve raised a pre-seed
Computing 1. In the United States, VR & AR headset/glasses adoption will be the same, or greater, than smartphone adoption in 2023. 2. In the United States, smartphone adoption will follow the same trajectory as landline phone adoption, declining precipitously over the next three decades as they are replaced
In the technology industry, there is a pithy aphorism that, “The future is already here - it’s just not evenly distributed.” While the expression may seem a bit trite, from my experience, it is uncannily accurate. Because transformative technologies grow from a small (or non-existent base!) their significance is
The Index Coop is pleased to announce that the Data Economy Index (DATA) is now available for purchase through the Index Cooperative! The DATA index is a basket of 7 tokens designed to provide accessible, passive exposure to the second largest Web3 sector, the data economy. The index is represented
A few months ago, Thomas Hepner published an essay—winning the Index Creative Challenge along the way—explaining why he was investing in the Index Cooperative’s governance token ($INDEX). Since that post, the Index Cooperative’s revenue has grown nearly 14x and INDEX has increased in value nearly 5x.
Summary: * Token Terrier believes that the likelihood of Ethereum's bull case is 50%+ and Bitcoin's is 80%+. In 10 years, we believe it is not only plausible that Bitcoin and Ether will both be $30T+ assets, but actually the most likely outcome. * Bitcoin as Digital Gold
At the end of 2019, I wrote that I was preparing for both Stagflation and Boom. Within months of writing that post, the Stagflation unexpectedly came in the form of the Coronavirus Crisis. The stock market and the economy went into freefall as governments rushed to impose lockdowns to stop
Summary: * Despite becoming 10x more bullish on Ethereum, its relative size within the BEST Portfolio has remained unchanged. Instead, incremental funds have been invested in the DeFi Pulse Index (DPI) and Index Cooperative (INDEX). On December 12th, I invested ~2% of the BEST Portfolio in DeFi Pulse Index (DPI) and
I usually write about creating and growing wealth, but I’ve never written about why I believe it to be a worthwhile pursuit in the first place. I believe wealth is valuable because time is valuable and wealth is stored time that can be used in the future. When we
1. The United States is on the cusp of a historic Economic Boom! A little over a month ago, I made the prediction on Twitter that in 2021, the U.S. economy will grow faster than at any other time in my life thus far. The conventional wisdom right now
1. Twitter and the Aggregation Theory of Investing One of my favorite questions that Peter Thiel poses in Zero to One (my favorite business and philosophy book) is “What important truth do very few people agree with you on?” I have two truths that are contrarian in my social circles.