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James Todaro, MD

@JamesTodaroMD

May 18, 2021

1/ Here are the most common crypto investors I’ve observed over the past years.

A) “Get rich quick”
- Basically looking for a lottery ticket
- Makes very small investment because of low conviction
- Often shaken out in dips or suffers a 90-99% loss in a coin that never recovers

2/ Onto the next type:

B) “The Nocoiner”
- Judges the entire space based off the worst players
- Doesn’t take the deep dive to realize the transformative implications specific crypto protocols will have on finance
- Often becomes very bitter every 3-4 years

3) The last crypto investor:

C) “The Fundamental Investor”
- Looks beyond the hype
- Gets hands dirty testing projects
- Forms a thesis, then makes a material investment
- May suffer losses in the first cycle, but has conviction to become an early investor by the next cycle.

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James Todaro, MD

@JamesTodaroMD

Feb 3, 2021

MicroStrategy World 2021 live now...

“Cash is a liability. No longer an asset.” Ross Stevens, CEO Stoneridge and NYDIG

“I now think in bitcoin...It is very freeing. Bitcoin is not volatile. Fiat is volatile...It keeps getting cheaper.”
- Ross Stevens

Property of gold that makes it weak compared to bitcoin:

"Bitcoin is the first store of value ever in which its supply is totally unaffected by its demand. Bitcoin is better at being gold than gold.”

Gold supply can be increased with demand.

Bitcoin will only have 21M coins.

Read 8 tweets

James Todaro, MD

@JamesTodaroMD

Feb 2, 2021

1/ Primer on the value proposition of bitcoin & decentralized finance (aka ‘DeFi’).

In my opinion, this will continue to be one of the most exciting growth sectors over the next decade...resulting in a complete paradigm shift toward sound money, new financial products & web 3.0.

2/ First, let us dismiss the popular myth that bitcoin is transient like the speculative bubbles of tulip mania and south sea company.

Those bubbles were very illiquid and lasted a short 3-4 yrs.

Bitcoin has been growing for over a decade with billions of dollars traded daily.

3/ Bitcoin is an incredibly unique asset...

An asset resistant to inflation, capped at 21 million coins.

An asset resistant to censorship/seizure that can be privately secured with a seed phrase.

An asset that can be transferred anywhere in the world almost instantly.

Read 17 tweets

James Todaro, MD

@JamesTodaroMD

Dec 11, 2020

1/ Vaccine mandates are quickly moving from "conspiracy theory" to reality.

In a recent interview, Dr. Fauci asserted that the only return to "normal" is vaccination in 75-80% of the US.

Let's assess if that is really true.

2/ The Pfizer and Moderna COVID-19 vaccines aim to serve two purposes:

a) Protect individuals from symptomatic infection. Trials estimate ~95% efficacy for both vaccines.

b) Decrease the transmission of SARS-CoV-2. This benefit is still unconfirmed.

nejm.org/doi/full/10.10…

3/ In regards to strictly the personal benefit of protection, most Americans would agree that the decision to get the COVID-19 vaccine should be a personal choice.

The debate becomes murkier though when assessing the risk of the unvaccinated infecting those who are vaccinated.

Read 11 tweets

James Todaro, MD

@JamesTodaroMD

Nov 9, 2020

1/ There's an unusual pattern for voter turnout in Red, Blue & Swing states.

Changes in voter turnout from 2016 to 2020 has been largely attributed to increases in mail-in votes this election.

Interestingly though, Red & Swing states had the greatest increases in voter turnout.

2/ This is odd because Democrats had a much greater preference for mail-in voting compared to Republicans.

One would expect that the Blue states (more Democrats) would see the greatest increases in voter turnout due to increased mail-in voting--their preferred method after all.

3/ Instead, Blue states actually have the smallest increase (4.8%) in voter turnout this election.

On the other hand, Red States had a 6.6% increase in voter turnout and Swing states had the largest increase at 8.1%.

Read 4 tweets

James Todaro, MD

@JamesTodaroMD

Sep 18, 2020

1/ An unknown side effect of lengthy lockdowns may be decreased crossover immunity to COVID-19.

Research on SARS-CoV-1 suggests that lack of exposure to the common cold coronaviruses could actually worsen morbidity and mortality in those who do eventually get COVID-19.

2/ Researchers infected mice with a general mouse coronavirus and then 2 days later infected those same mice w/ SARS-CoV-1.

They compared the mortality of these mice vs those infected with SARS-CoV-1 who were not first "primed" w/ a general coronavirus.

ncbi.nlm.nih.gov/pmc/articles/P…

3/ The difference in mortality was astounding.

100% of the mice infected with the general coronavirus first, then with SARS-CoV-1 survived (black circles at top).

Whereas 0% of the mice infected w/ only SARS-CoV-1 survived (black boxes).

(Significant difference with P<0.0001)

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