Bridges, not platforms

(Update: This is an older view on the potentials for bridges for crypto. For an updated perspective, check my thoughts on The Spelunking Podcast Ep. 21 about how we are moving to a “zero-knowledge everything” world, or this piece on ZKP Bridging.)

Cosmos and Polkadot, which were both born to ensure interoperability among different chains, are in a race to maintain their relevance.

Global Latin America thesis

Last year, after seeing this Washington Post chart, I became convinced that we were likely headed into a Global Latin America.