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Myles Danielsen: Other projects certainly offer more upside potential, but the risk-adjusted opportunity of Ethereum seems particularly compelling relative to both the rest of crypto and other asset classes globally. At present, Ethereum appears to offer the model set-up of all of investing: long-term secular tailwinds, near-term catalysts, and... See more

Reliance Industries Ltd (“Reliance” or “RIL”) is like an India-focused Exxon, Dow Chemical, Walmart, AT&T, and Comcast all rolled into one. If it fulfills its Jio vision, it will add Shopify, DoorDash, Zoom, WeChat, Square, AWS, and more to that roll. Its $200 billion market cap is the largest in India

Once the immediate adjustments are made, there will be winners and losers. Absent extensive bankruptcies (and missed rent payments), traditional commercial landlords may take the lightest hit as companies still need office space, but the WeWorks of the world are in for tough times as struggling startups and small businesses look for cheaper (or... See more

When it comes to pricing, your product should be cheaper than high-quality alternatives (people love telling their friends about a new, cheaper, product they discovered). However, your unit economics need to make sense: Don’t sell them a 1$ product for 50 cents!

Will our gateway to the metaverse be text-based (eg: through a search engine), app-based (through individual portals), or voice-based (eg: through instructing digital assistants)?