Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain

In this episode of Tascha Labs podcast, I cover:

- Contrarian investing v.s. trend following: which is better?

- Using market cycle indicators on individual tickers: is it applicable?

- Automating market cycle analysis with models: Should you do it?

- Outlook for next crypto cycle and factors of influence

- How to evaluate Ethereum as a long-term investing candidate

Chapters:

00:00:00 - Balancing Being a Contrarian and Going with the Market Trend

00:06:55 - Finding Your Investment Personality

00:13:56 - The Lifecycle of Individual Stocks

00:20:43 - Utilizing Computer Models for Pattern Recognition

00:27:53 - The Supply and Demand of Crypto Cycles

00:35:21 - Defining Long-Term Investing

00:42:15 - Seeking Growth and Minimizing Downside Risk

00:49:22 - Picking Investments Using a Framework

00:56:28 - Evaluating Investments with Risk and Upside

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Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast, I discuss:

- the possible drivers of recent selloffs in ETH and BTC

- whether it's time to re-enter the market

- how to think about the reward-risk profile of your investment decisions

- and what you can do to increase the expected value (EV) of your investing quickly without other major adjustments.

Chapters:

00:00:00 - Crypto Market Movement Analysis

00:05:19 - Understanding Price Movements in the Market

00:10:28 - Potential Financial Troubles for Crypto Entities

00:15:31 - Understanding the Mechanisms of Market Selling

00:21:08 - Assessing Reward-Risk in Buying the Dip

00:26:16 - Stability in the Market and Support Resistance

00:31:17 - Investing Framework and Defining the Downside

00:36:16 - Controlling What You Can Control

00:41:21 - The Impact of Widen Stop Losses on Win Rates

Subscribe to my free newsletter at https://taschalabs.com/newsletter

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast, I discuss one of the most important investment edges you can have-- the art of recognizing and being in sync with market cycles. I'll talk about how you can develop your own robust framework for mastering the market cycles, and continuously optimize it, to achieve better returns and minimize drawdowns.

Chapters:

00:00:00 - Importance of Understanding Market Cycles

00:05:40 - Detecting Market Cycles: An Investigative Framework

00:11:14 - Seasons and Market Cycles

00:16:29 - Assessing and refining the prediction process

00:22:13 - Detecting Market Turning Points

00:27:59 - Using multiple indicators to make accurate predictions

00:33:19 - The concept of dimensionality reduction

00:38:22 - Detecting Market Trends using Moving Averages

00:43:45 - The limitations of using ready-made indicators in market analysis

00:49:04 - Optimal Moving Average Lengths

00:54:36 - Describing Overbought and Oversold Markets

01:00:06 - Combining Moving Average Crossovers and Counter Channel Upper Bounds

01:05:31 - The Importance of the Options Market and the VIX Index

01:11:09 - Evaluating Features in Assessing Spring's Arrival

01:16:21 - Market Breath and the Crypto Market

01:21:47 - Analyzing Market Cycles

Sign up for my free newsletter at https://taschalabs.com/newsletter/

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast, I discuss one of the most important investment edges you can have-- the art of recognizing and being in sync with market cycles. I'll talk about how you can develop your own robust framework for mastering the market cycles, and continuously optimize it, to achieve better returns and minimize drawdowns.

Sign up for my free newsletter at https://taschalabs.com/newsletter/

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast, I cover

- Why crypto didn't follow the recent rally in US equities, despite historical correlation

- The urgent need for regulations in web3 and what good regulation entails

- The unbalanced state of web3 innovation and how it may impact the sector's long term potential

Chapters:

00:00:00 - Lack of Exciting Developments in the Crypto Market

00:05:34 - The Market's Lack of Movement in the Past Months

00:11:09 - Bull Run Led by AI stocks

00:16:46 - Analyzing Crypto Trading Volume

00:22:37 - Institutional Investors in Crypto Market

00:28:17 - The Complications of Regulating Tokens in Different Contexts

00:33:45 - The Need for Regulation in the Crypto Space

00:44:55 - Financial engineering in the crypto space

00:50:43 - Unbalanced Innovation in Web3

00:56:05 - Reinforcement of Beliefs and Vested Interests

01:01:42 - The Potential of Digital Tokenization and Innovation

Sign up for my free newsletter: https://taschalabs.com/newsletter/

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast, I cover

- Why crypto didn't follow the recent rally in US equities, despite historical correlation

- The urgent need for regulations in web3 and what good regulation entails

- The unbalanced state of web3 innovation and how it may impact the sector's long term potential

Sign up for my free newsletter: https://taschalabs.com/newsletter/

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of the Tascha Labs podcast, we explore the current status of the Multi-Chain Thesis, with Sergey Gorbunov, Co-Founder and CEO of Axelar. We dive into the world of multi-chain ecosystems, the factors driving consolidation in crypto liquidity, and the benefits for web3 applications to go multi-chain. We also touch on the architectural pros and cons of different cross-chain tech stacks and the future of the multi-chain thesis.

Related links:

https://axelarscan.io/

https://dune.com/axelarnetwork/axelar

0:00 - The Multi-Chain Thesis

2:10 - Sergey Gorbunov and Axelar introduction

5:19 - Outlook about the changes in multichain world

8:09 - Reason behind consolidation in crypto liquidity

13:18 - Adding additional distribution with less hassle

17:39 - Long-term use case for cross chain transactions

22:14 - Axelar's cross-chain mechanism

27:05 - Usage growth in different segments of user base

32:56 - Architectural pros & cons

37:09 - Cost or speed advantage of Axelar's approach

40:05 - Direction of chain architecture in terms of general purpose vs application specific

42:50 - Distribute ledgers technologies aside from blockchain

50:18 - Things learned as an entrepreneur

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Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of the Tascha Labs podcast, I'll walk you through the steps to implement an internally consistent framework for profitable crypto investing, with a little help from our friend ChatGPT.

Subscribe to the Tascha Labs newsletter at https://taschalabs.com/newsletter/

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast I talk about:

*banking crisis in Silicon Valley: SVB, Silvergate, Signature and what it means for monetary policy direction

*crypto market outlook

*blockchain economies’ long term existential rivals

Subscribe to the Tascha Labs newsletter at 👉 https://taschalabs.com/newsletter/

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise

In this episode of Tascha Labs podcast, we talk all about angel investing in Web3-- the why, the how, the potentials, and the pitfalls. Joining me is Paul Pesek, cofounder of WAGMI Ventures, a fast growing Web3 angel syndicate. Tune in to learn about how to select deals, evaluate projects, and structure your portfolio as an angel investor, and recent trends in web3 early stage investing.

Interested in joining Tascha Labs x WAGMI syndicate and get in the know of future deal flows? Apply here 👉 https://taschalabs.com/syndicate

Timestamps

0:00 - Today's topic

0:58 - Paul’s background

6:32 - Problem with early stage investing in the bull market

13:57 - Thoughts on the angel investment process

21:07 - Having a thesis about what and where to invest

28:23 - Uniqueness of Web 3 angel investing compared to other early stage startup investments

33:50 - Average holding period

37:20 - Percentage of projects that have tokens

41:59 - Project valuation

48:16 - Win rate

51:09 - Importance of having consistency

53:41 - Capital allocation strategy

1:00:24 - Other advices on early stage investing

1:11:06 - Outro

Subscribe to Tascha Labs Podcast | Crypto Investment through Macro Lens | Web3 | Blockchain on Soundwise