Chad Cascarilla - Blockchain’s Carpenter - [Joys of Compounding, EP.26]

21 insights saved from this episode by @money

@money· How Money & Economics Work
A professional track record turns investing claims into evidence investors can evaluate across months and years.
@money· How Money & Economics Work
Some critical financial institutions depend on three elderly specialists who understand obsolete systems, creating a terrifying continuity risk.
@money· How Money & Economics Work
Smartphones reach about 85% of the world. Bank accounts reach only about 65%, despite centuries of financial infrastructure.
@money· How Money & Economics Work
Shorting the riskiest securitization slice cost about 1% annually, versus roughly 25–40% for shorting underlying equity.
@money· How Money & Economics Work
Information technology erased retail-wholesale spreads across most industries. Finance kept its spread.
@money· How Money & Economics Work
People want dollars available 24/7, settled instantly, free to use, and programmable. Stablecoins can provide all four.
@money· How Money & Economics Work
A cheap, contained securitization short created an unusually asymmetric trade worth scaling through dedicated funds.
@money· How Money & Economics Work
DeFi creates global capital pools where people in different countries can access the same lending rates regardless of identity or location.
@money· How Money & Economics Work
To understand a financial crisis, follow who funds risky assets, not merely the assets or public equity.
@money· How Money & Economics Work
Meditation and Tai Chi can make self-examination unavoidable, challenging your usual assumptions about reality.
@money· How Money & Economics Work
Blockchain is a database nobody controls, allowing information and ownership to move without a mandatory intermediary.
@money· How Money & Economics Work
A major regulatory shift could push blockchain and crypto from the fringes into traditional finance at unprecedented scale.
@money· How Money & Economics Work
Regulatory hostility constrained regulated crypto while unregulated growth built innovation that could move into traditional finance if restrictions ease.
@money· How Money & Economics Work
Want new opportunities? Participate directly and investigate what is actually happening instead of relying on abstract predictions.
@money· How Money & Economics Work
Legacy financial infrastructure turns missing bank accounts and dollar access into a social-justice problem.
@money· How Money & Economics Work
Obsolete technology and closed infrastructure keep savers and companies from connecting as cheaply as possible.
@money· How Money & Economics Work
Portfolio thinking means imagining the future and investing where the world is going, not where it has been.
@money· How Money & Economics Work
Fiat money repeatedly creates giant, unsustainable bubbles through debt expansion.
@money· How Money & Economics Work
Tokenization can remove intermediaries, yet established financial relationships keep most people using them.
@money· How Money & Economics Work
Study past bubbles and long-wave cycles to train your mind for recognizing dangerous financial conditions.
@money· How Money & Economics Work
Crypto’s fraudsters and grifters damaged the industry, but their abuses do not make the entire sector illegal.

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