Jan
20
Did someone say echo bubble?
The markets have been on a run, and everyone’s wondering what’s going on.
Here’s what we got
9 min read
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Jan
20
Can open source protocols have moats?
Wow, lots of green in the charts - I forgot what it's like to have Crypto give me dopamine hits
9 min read
Jan
19
13 Crypto Narratives for 2023
Happy New Year! Welcome to 2023. Let's hope this year brings a lot less Crypto chaos compared to last year's
10 min read
Jan
19
A few crypto thesis papers
It's the end of the year and Crypto theses are everywhere!
By the way, there's only a few more days
8 min read
Jan
19
4 Catalysts in December
Sam Bankman-Fried has retained high-profile defense attorney Mark Cohen. The same lawyer who represented Ghislaine Maxwell in her sex trafficking
5 min read
Jan
19
What happened to wBTC?
GM. There's been a lot of fear around wrap, and I'm not talking about those weird burrito looking things. Let's
6 min read
Jan
19
The end of Genesis?
Good luck to everyone dealing with “I heard Crypto's not doing too well” questions during Thanksgiving dinner.
Today We’ll
5 min read
Nov
18
FTX is worse than Enron?
Together With
Have you ever heard of the Cockroach Theory?
When bad news is revealed to the public, more negative
6 min read
Nov
18
FTX falls - what's next?
Terra Luna. 3AC. Celsius. Voyager.
In a year full of devastating events, we experienced one this week that has topped
7 min read
Oct
21
The hacks keep coming
As the bear market continues, hacks and exploits are becoming more common.
In Today’s Email, We’ll Be Covering:
7 min read