Michael Oh – Medium

Michael Oh

Michael Oh

US Fiscal Crisis and Crypto

Thesis: Despite popular belief, a US fiscal crisis likely ends in deflation, not hyperinflation. How crypto fares depends on whether it is…

Feb 4, 2019

Feb 4, 2019

Michael Oh

IMF: the only good cryptocurrency is a fiat-backed stablecoin

Thesis: so, they didn’t quite say that, but implicitly, the IMF CBDC report suggested crypto is no friend of central banks.

Dec 11, 2018

Dec 11, 2018

Michael Oh

We 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, 2018

We know about the “web stack”. We need to map out the “mining stack” as well.

Dec 11, 2018

Michael Oh

Investment recommendation: go long CRBT (credibility)

Thesis: a defining characteristic of any successful coin or token over the longer term will be credibility

Dec 11, 2018

Dec 11, 2018

Michael Oh

Is the token valuation misaligned? Check its competitiveness

Thesis: 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, 2018

Dec 11, 2018

Michael Oh

Why governance will eat the world

Thesis: if crypto will eventually have a commanding role in the world, it is governance that will have a commanding role in crypto…

Dec 11, 2018

Why governance will eat the world

Dec 11, 2018

Michael Oh

Crypto as policymaking

Thesis: as we design new crypto economies, perhaps it’s appropriate for us to start thinking of ourselves as policymakers.

Dec 11, 2018

Dec 11, 2018

Michael Oh

Michael Oh

economist | investor | policymaker. lecturing crypto at University of Arkansas, formerly at T. Rowe Price, US Treasury.

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