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Read MoreCosmos is breaking up?
Charlie Munger passed away on Nov 28th (He was Warren Buffett’s right-hand man). I don’t get too sad often when someone famous passes away, but Munger has greatly influenced my…
Read MoreA new era begins
This has been a massive week: Binance settled with US Gov. CZ is stepping down as Binance’s CEO. SEC sues Kraken again. A new ETH L2 enters the arena!By the…
Read MoreWhat caused the latest pump?
Not gonna lie, my morning coffee tastes better seeing green candles.Alt layer 1s are having their moment in the sun again with Solana and AVAX pumping. Celestia also saw massive…
Read MorePay attention to these narratives
Things are looking good. Bitcoin’s dancing around ~$37k, and we could see Ethereum hitting $2k soon.No guarantees, but I do feel like we’ve hit the early stages of the bull…
Read MoreThe yin and yang of defi
Bitcoin’s 15th birthday was on Halloween. Our little financial disruptor is old enough to drive now 😢.Satoshi Nakamoto had published the $BTC whitepaper on Oct. 31, 2008. And that has…
Read MoreWho benefits from ecosystem boosts?
This was quite the chaotic week: Cointelegraph announced that the SEC had approved a Spot BTC ETF.The problem? It was fake news based on an unverified source in Telegram. Bitcoin’s…
Read MoreLRTs: The Next 100x Crypto Sector?
The SBF trial has just started, and it’s spicier than the Lamb Vindaloo I ate last night. Here’s what they’re saying happened behind the scenes: $100M+ was used to bribe…
Read MoreIs the next season of Arbitrum coming?
SBF’s trial has begun. And little weird tidbits are starting to come out. Such as his confession to his girlfriend back then that he doesn’t have a soul. Kinda wish…
Read MoreCan these copycats dethrone Friend tech?
The highly anticipated Celestia airdrop is now live. It’s red panties night for everyone except Americans.”Developers and address holders in the United States or other prohibited countries are not eligible…
Read MoreHow a VC evaluates projects
Someone asked me on Twitter on how I’d approach a bull market.Allocate for your long-term plays. Now’s a good time to buy, or DCA if you want. Be more aggressive…
Read MoreWhoa, wallets are evolving
Things are a little quiet in the Crypto Twitter space. This week, two big conferences are happening: Permissionless in USA and Token 2049 in Singapore.I was supposed to make it…
Read MoreThe layer 2 cheatsheet
There’s no money flowing into Crypto now. Everyone’s angry on Twitter – even the nerds are fighting with each other.In Crypto, you gotta do the opposite of the crowds. When…
Read MoreA major L for the SEC
The SEC is starting to take more L’s than Logan Paul lately. Last month, Ripple won their case against the SEC. And now Grayscale scores a major victory.We’re learning that…
Read MoreProfiting from influencers?
DeFi’s total value locked ($38b) is the lowest since early 2021. It didn’t even dip this low after FTX’s collapse. What’s going on? U.S. T-bills are at ~5.5% risk-free. That’s…
Read MorePay attention to these narratives
Remember how everyone was launching an alt layer 1 in 2021? Well, we’re seeing the same thing now with ETH Layer 2s.Base and Mantle just launched. Consensys just launched its…
