Ari Paul ⛓️

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Student. CIO/Founder of BlockTower Capital.
http://thecryptocurrencyinvestor.com/2017/10/30/dis…

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Thread by Ari Paul ⛓️: Imo, has been over for at least a year, people just don’t realize it. Lots of investments marked at all time highs after series of up rounds that have little value outside the small groups marking. As a “liquid analogy”, XRP, has never been possibl
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- Apr 17, 2022
by Ari Paul ⛓️
Thread by Ari Paul ⛓️: I'd call the current US equity regime: "slow motion crash." The current environment increasingly looks like "stagflation" - weakening fundamentals coupled with rising inflation. The reason that's so ugly for stocks is that the rising inflation direc
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- Mar 7, 2022
by Ari Paul ⛓️
Thread by Ari Paul ⛓️: My current best model on crypto markets is that we’re kind of 4-12 months into a relatively mild winter. 4-12 months because different themes topped at different times, more dispersed than in previous cycles. Could use grayscale premium going negat
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- Jan 29, 2022
by Ari Paul ⛓️
Thread by Ari Paul ⛓️: I tried writing hot takes in response to @jack ‘s web3 and VC criticisms, but twice gave up after the drafts turned into rambling incoherent essays. Spent some more time to be able to write less. Here are my thoughts: /1
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- Dec 23, 2021
by Ari Paul ⛓️
Tweet by Ari Paul ⛓️: Zerohedge called China's CBDC irrelevant. It's a lot of things, irrelevant isn't one of them. CBDCs are incredibly important (even though most fiat is already digital). They will meaningfully reshape the financial and possibly even political syste
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- Nov 4, 2021
by Ari Paul ⛓️

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