5 Reasons Why The Metaverse Matters

I think a more expansive view of the metaverse is helpful to see the evolution that is well underway. I see VR as the most immersive metaverse (per the graphic below), but I think you enter the metaverse once you start engaging with your mobile phone or any other device that brings you in to a computer-generated digital realm.

Dear President Joe Biden: Regulations Won’t Solve Tech Monopolies, But Decentralization Will

By a very wide margin, the most effective thing the federal government can do to address FAMGA’s impact is to provide a friendly regulatory environment for crypto and let capitalism do its thing.

The Crypto Crash Isn’t a Crash, It’s a…

I’ve written 250+ crypto-related posts since I saw the crypto light on June 29th, 2017. The most widely read of all those posts is titled “7 Thoughts On Blockchain, Cryptocurrency & Decentralization After Three Months Down The Rabbit Hole”. The 5th thought was “ It’s A Bubble….So What”. I went on to explain: I say “so what” because […]

How High Can Bitcoin Go? A $1 Million 10-Year Price Target (Or $1 per dSAT) Actually Looks Reasonable

I know many will laugh at me. And maybe they’re right. But I’m not writing this to convince the naysayers. This is for the growing community of people (including Michael Saylor, Paul Tudor Jones, Stanley Druckenmiller, Bill Miller….) who have seen the crypto light. And I’ve been laughed at before for making seemingly outlandish predictions and been proven right.

Why Bitcoin $100,000 is Inevitable

My market cap target for bitcoin is $2 Trillion, or $100,000 per bitcoin ever to be mined. This target is predicated on bitcoin growing its market share of store of value from 2% today to 17% by 2024 (assuming gold holds its current market cap of $12.5 trillion).

Buckle Your Seat Belt – DeFi Is Crypto’s Netscape

I know DeFi is our Netscape moment because it’s scaling, rapidly. Just like Netscape’s browser did. The market is screaming that DeFi has found product-market fit. Total value locked in DeFi is up more than 4X in two months.a

OpenAI’s GPT-3 is the Future We’ve Been Waiting For

OpenAI is an artificial intelligence research laboratory started in 2015 by Elon Musk, Sam Altman, Peter Thiel, Reid Hoffman, Marc Benioff, and others. OpenAI’s mission statement: Our mission is to ensure that artificial general intelligence benefits all of humanity. The OpenAI Charter describes the principles that guide us as we execute on our mission. While OpenAI is […]

As the U.S. Embraces MMT, Tesla Could Reach $10,000/Sh In 2021

By way of background, I’m a former Goldman Sachs equity analyst. So, IMHO, I appreciate the fundamentals of stock valuation and stock markets. When the markets started rising sharply in April, I wrote “7 Reasons Why The Stock Market Is Going Up While The Economy’s Imploding” to understand what many, including myself, were finding so […]

The Single Most Important Thing In Tech

Whether you’re a tech investor, a tech operator, or just a user of tech, the single most important thing in tech is FAMGA, and the profound implications of their domination of tech value creation.

7 Reasons Why the Stock Market ss Going Up While the Economy is Imploding

This will be the iconic image of this moment in time, capturing the juxtaposition of the rocking stock market and the coming recession/depression: Even with the significant market drop, we are still at historically high valuations per The Buffet Index, Warren Buffet’s favorite macro view of market valuation. The Buffet Index is simply total market […]