Jeremy Gardner

Numerai is crushing it. Their Numeraire token (airdropped, not ico’d) dramatically increased the usage and quality of data sets for their stock market competitions.

[Augur] literally allows you to create a market for anything.

Ever hear of derivatives (largest asset class in the world)? Augur allows anyone to create derivates contracts for anything instead of banks just creating contracts for toxic assets.

Nothing about bitcoin needs to change for it to be successful.

Provable digital scarcity is one of the only working use cases for blockchain tech.

Bitcoin improves upon on the features that make gold valuable.

Gold is worth >$7 trillion.

Bitcoin, as is, will be worth more.

When it comes to Ethereum, I’m increasingly convinced that stickiness may be accentuated by developer adoption. . . . [W]hile “faster,” “more scalable” blockchains exist, I’m not seeing meaningful developer adoption.

It’s yet to be seen whether interoperability and time lead to Ethereum’s diminished dominance as the smart-contract chain, but right now it owns tokenization and dapps. Winning either of those categories makes ETH a good long-term bet for the same reason BTC is the “SOV chain.”