Ryan Selkis

Super bullish on tokens that must be staked as part of ML tournaments, like proof-of-human-work. Aside from Numerai, who's doing it well?

0x just keeps shipping. One of the best in the industry at keeping the blinders on and building.

The more I'm reading and talking to people, the higher probability I assign to BCH beating BTC. Still an underdog, but I'm not convinced my assumptions about BTC having the economic majority are still correct.

Most of my concerns with BTC since 2013 have been around fungibility.

No one seems to care about the increasing sophistication of Bitcoin surveillance tools. The lack of attention there is why I'm overweight XMR.

Dai survived one of its most significant tests in 2018. “Can Dai survive a market crash?” Asked and answered. Dai survived the 94% drawdown in ETH, and the move from a single-collateral to multi-collateral model should accelerate its adoption in 2019.

Zcash is the second most important project in the industry to me, because it's the only one with close-to-perfect privacy embedded in the core protocol...something we need for both fungibility (for dissidents) and enterprise adoption (for customer privacy). Zcash is also a canary in the coal mine and the front lines for how crypto will be regulated on a global scale. If Zcash is restricted (as is possible in Japan, Korea, etc.), then I think privacy upgrades to BTC will become all but impossible. I'm thrilled Coin Center has been a major proponent of Zcash, and that there are some smart money, well-networked investors backing the project.

Telegram's gonna figure [out TON] because it's about team, community, and ripping OS code that works. Wish I had gotten a piece. [Long term] hold.

Only two crypto protocols have reached product market fit to date:

BTC - censor resistant payment & SoV
ETH - open finance (ICOs, DeFi apps)

The next closest are:

MKR - censor-resistant peg & credit
BNB - discount/burn quasi-security
LTC - a fast moving bitcoin test net