Thought Leadership Threads

It’s been 6+ weeks since taking the Red Pill and what’s impressed me the most is the energy and talent pouring into the space.🤯🤯🤯

And I can truly say that it’s undeniable that there’s a common superpower at the heart of everything web3!

The superpower:🧵👇

🚨Alert!🚨

There’s a lot of fanfare surrounding the lending volume flowing through DeFi rails.

Something interesting is happening: Almost $50B has been locked in DeFi lending vaults REALLY quickly.

Get your popcorn out...Red Pill "Week 5" thoughts on DeFi lending: 🧵👇

I encountered a new “ah ha moment” in Week 5 of my Red Pill journey.

Once I internalized it I couldn’t help but look at everything through this new lens. Short🧵👇

As promised - more red pill insights (Week 4)!

My crypto journey continues with an unpacking of what it would take to replace a network-based transaction (Visa/MC) with DeFi rails.

Spoiler: Moving money is the easy part. Detailed🧵👇

The StableCoin Problem: Out today with @pymnts and @karenmpd to talk about clarifying our approach to crypto and financial regulation.

TLDR: we are experiencing mass civil disobedience on financial regulation, which is very unusual, but not innovative.

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It’s been fun learning in public. I could write hundreds of tweets each week about my crypto journey. Instead, I’ll do my best to be topical and synthesize my learnings.

Today’s topics: DAOs, NFTs and Lending.

It didn’t take me long in the crypto world to realize that it’s an ecosystem being fueled by the “House Money Effect”.

Having spent countless hours in the world of high stakes poker I recognized it instantly and now can’t stop seeing it everywhere I look. A short 🧵👇

After years of sitting on the sidelines, I finally decided to take the red pill.

“Week 2” put me on the steepest part of any learning curve I’ve experienced in decades.

Here are a few of my simplified observations, early conclusions and emerging frameworks:

Last week I took the red pill.

Here are a few of my “week 1 observations” from my early steps into the land of crypto/web3. 🧵👇