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Latest Newsletters

  • ETH is Mooning! Next Stop $10,000?
    ETH is Mooning! Next Stop $10,000?
    Four weeks ago, we asked the question " Are you ready for a long Alt Szn?" arguing that Bitcoin had likely peaked relative to other crytoassets as Bitcoin 'dominance,' or Bitcoin's share of the overall…
    Cryptocurrencies
    Web3
  • “A New Day for the Industry” – Crypto Descends on Jackson Hole
    “A New Day for the Industry” – Crypto Descends on Jackson Hole
    This week, the world’s top Central Bankers join policymakers and economists on an annual pilgrimage to Jackson Hole, Wyoming, to discuss the state of the global economy and the path forward for monetary policy.
    Cryptocurrencies
    Web3
  • From Washington to Wall Street, Crypto is Getting the Green Light
    From Washington to Wall Street, Crypto is Getting the Green Light
    I am on vacation this week, but wanted to flag something I've been thinking about. We have written a lot recently about how regulatory clarity is making it easier for enterprises to integrate blockchain technology…
    Cryptocurrencies
    Web3
  • AI Haves and Have Nots
    AI Haves and Have Nots
    Since the start of the year, Big Tech has shed over 100,000 jobs. Sure, some of these layoffs are just standard corporate belt tightening, but it is now clear that AI is impacting the job…
    Cryptocurrencies
    Web3
  • Flywheels and Reflexivity in Crypto
    Flywheels and Reflexivity in Crypto
    The tech industry loves jargon. In the Web 2.0 era, social media companies could reach ‘escape velocity’ by achieving ‘network effects,’ becoming more valuable as more users joined, thereby improving the experience for everyone. The…
    Cryptocurrencies
    Web3
  • ARE YOU READY FOR A LONG ALT SZN?
    ARE YOU READY FOR A LONG ALT SZN?
    Bitcoin has dominated the headlines in 2025 and outperformed most other cryptoassets in the process. Trump’s election may have exposed a new reservoir of crypto-curious investor capital, but like Daniel Plainview in There Will Be…
    Cryptocurrencies
    Web3

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