Opens profile photo
Follow
Click to Follow alextapscott
Alex Tapscott
@alextapscott
Digital Assets @ Ninepoint Partners LP Co-founder views are my own bit.ly/2ukaOCr
Financial ServicesTorontoalextapscott.comJoined January 2012

Alex Tapscott’s Tweets

After the failure of UST, many asked: will algorithmic stablecoins ever work? of has some thoughts. Waves' stablecoin USDN recently depegged and Sasha has a plan to help holders recover. He explains how on #DeFiDecoded
12
61
Owning crypto improves risk adjusted returns in a well diversified portfolio. So, we recommend up to a 5 percent allocation to BTC and ETH for the long term investor. Recently we shared our BULL case for BTC. But could we be due for a pullback? Decide for yourself 🧵👇
Quote Tweet
Presenting: @NinepointDAG's Bear Case for Bitcoin, in 2 charts. A Thread 🧵:
Show this thread
Image
5
5 years since Buffet said: "If I could buy a five-year put on every one of the cryptocurrencies, I'd be glad to do it, but I would never short a dime's worth." The irony is had he gone short and covered quickly, he would've made a killing, but the put would've expired worthless!
4
NFTs, or Non-Fungible Tokens, are unique digital assets stored on blockchain technology, such as a piece of art, sports memorabilia, or even a Tweet. What's been going on with NFTs? A Thread 🧵: Non-Fungible Tokens (NFTs): The Past, Present, and Future (January 26, 2023)
Source: NonFungible
1
3
Show this thread
Had a great time chatting with crypto researcher about methodologies for valuing #cryptoassets. For students of Graham-Dodd, history doesn't repeat but it often rhymes! Great episode of #DeFiDecoded you won't want to miss. Thanks Sam!
6
The trillion dollar question crypto investors are asking - is this a bull trap or the start of a bull market? We break it down in this week's note. Check it out!
Quote Tweet
1/ Story of the Week - "BULL TRAP OR START OF A BULL MARKET?" by @alextapscott
Show this thread
4
Advice from the late, great Clay Christensen to enterprises looking at Web3: "Plan to fail early and inexpensively in the search for the market for a disruptive technology.”
2
Property rights laid the groundwork for prosperity in the industrial age. Digital property rights—ownership online—will underwrite prosperity in the information age.
2
16
New #DeFiDecoded where and I break down the significance of $ETH going 'ultra-sound.' Topics: Is ETH the new digital gold? Is EIP 1559 analogous to a share buyback? How "accretive" to protocol revenue/token is it? and more! Check it out👇
5
10
Show this thread
Good thread. We had of on #DeFiDecoded last week to discuss 2023 crypto prediction. Check it out youtu.be/63nMI5_1Nss
Quote Tweet
My personal top 25 predictions for 2023 1-2 tweets per #taek, 1 chart/pic to make it EZ on the eyes/brain Some overlap with @twobitidiot and our firmwide theses but some notable deviations Thanks to my awesome colleagues @MessariCrypto research for shaping many of these
Show this thread
8