Michael OhUS Fiscal Crisis and CryptoThesis: Despite popular belief, a US fiscal crisis likely ends in deflation, not hyperinflation. How crypto fares depends on whether it is…Feb 4, 20191Feb 4, 20191
Michael OhIMF: the only good cryptocurrency is a fiat-backed stablecoinThesis: so, they didn’t quite say that, but implicitly, the IMF CBDC report suggested crypto is no friend of central banks.Dec 11, 2018Dec 11, 2018
Michael OhWe know about the “web stack”. We need to map out the “mining stack” as well.Thesis: in order to better understand mining centralization and gaming risks, we need to map out a global mining supply curve.Dec 11, 2018Dec 11, 2018
Michael OhInvestment recommendation: go long CRBT (credibility)Thesis: a defining characteristic of any successful coin or token over the longer term will be credibilityDec 11, 2018Dec 11, 2018
Michael OhIs the token valuation misaligned? Check its competitivenessThesis: in the future when more apps and chains operate and inter-operate, something like global trade will result and give rise to new…Dec 11, 2018Dec 11, 2018
Michael OhWhy governance will eat the worldThesis: if crypto will eventually have a commanding role in the world, it is governance that will have a commanding role in crypto…Dec 11, 20182Dec 11, 20182
Michael OhCrypto as policymakingThesis: as we design new crypto economies, perhaps it’s appropriate for us to start thinking of ourselves as policymakers.Dec 11, 2018Dec 11, 2018