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

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

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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 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

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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 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

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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, 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.

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