The Efficient DAO Paradox
Traditional corporations benefit from a strict hierarchy with well-defined responsibilities. The corporate structure is the product of hundreds of ye...
Thesis 2024: Decentralized Social
The second article in our Thesis 2024 series. Freedom of expression is a human right and now decentralized social is pushing back against Big Tech's attempts to quash it.
Incumbents vs. History
Big Tech is driving the current AI revolution, but history hasn't favored existing superpowers to survive innovation cycles. Let's discuss polythaism - a world built on a multitude of language models.
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The Efficient DAO Paradox
Traditional corporations benefit from a strict hierarchy with well-defined responsibilities. The corporate structure is the product of hundreds of ye...
Thesis 2024: Decentralized Social
The second article in our Thesis 2024 series. Freedom of expression is a human right and now decentralized social is pushing back against Big Tech's attempts to quash it.
Incumbents vs. History
Big Tech is driving the current AI revolution, but history hasn't favored existing superpowers to survive innovation cycles. Let's discuss polythaism - a world built on a multitude of language models.
Share Dialog
Share Dialog

Ethereum will not be a core position in the gm Portfolio anytime soon. Why not?
First, it’s too big already with a current market cap of around ~$215B at the time of writing. It will certainly perform well in a bull market and may be the safest crypto of them all, but it’s much harder for a wave to move an aircraft carrier than a sailboat.

Second, everyone will have Ethereum in their portfolio. Where is the fun in that?
Ethereum may be a part of the gm Portfolio eventually, but only late in the bull cycle.

Ethereum will not be a core position in the gm Portfolio anytime soon. Why not?
First, it’s too big already with a current market cap of around ~$215B at the time of writing. It will certainly perform well in a bull market and may be the safest crypto of them all, but it’s much harder for a wave to move an aircraft carrier than a sailboat.

Second, everyone will have Ethereum in their portfolio. Where is the fun in that?
Ethereum may be a part of the gm Portfolio eventually, but only late in the bull cycle.
The Tinkering Society
The Tinkering Society
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