Business
Kyle and I recently joined Patrick O’Shaughnessy on the Invest Like the Best podcast. Patrick is a great interviewer who approaches this space with a skeptical investor's mindset. I highly recommend this episode if you are interested in learning more about the different viewpoints in crypto investing. We had a wide ranging conversation on topics including: Paths to Tens of Trillions: Store of Value or Utility Hypothesis? Moneyness as an emergent phenomenon The new design space enabled by smart contract platforms Network effects of peer-to-peer digital cash vs. digital gold The n-dimensional tradeoff space of various platforms Challenges of investing in open-source protocols Opportunities for the tokenization of securities