This is a segment from The Breakdown newsletter. To read more editions, subscribe “Winning. That’s my idea of fun.” ― Larry Ellison Larry Ellison will never be featured in a habits-of-billionaires...Read More
The White House wants Congress to move quickly on cryptocurrency market structure legislation. When it comes to ironing out the details, though, lawmakers and industry stakeholders have their work cut...Read More
This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. Figure went public yesterday, and Gemini was set to follow suit today. Somewhat related (you’ll see),...Read More
Ethereum is scaling into its role as the neutral settlement layer. Value accrues across L2s and applications — not from squeezing L1 fees. The paradox is, on a usage versus...Read More
This is a segment from the Lightspeed newsletter. To read full editions, subscribe. Crypto Twitter loves its “Ethereum vs. Solana” debates. But that framing is problematic. Solana is built as...Read More
Tether announced Friday that it is entering the US market with a new stablecoin, USAT. Former White House crypto official Bo Hines is expected to be CEO of the new...Read More
This is a segment from The Breakdown newsletter. To read more editions, subscribe Strategy as financing franchise Bond investors are generally considered more sophisticated than stock market investors (there’s more math...Read More
This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. No one is really arguing whether the Federal Reserve will cut rates next week. The conversation...Read More
This is a segment from The Drop newsletter. To read full editions, subscribe. The TGE for LINEA has begun — and Consensys CEO Joe Lubin is hinting that more tokens...Read More
Starknet’s most ambitious upgrade to date has gone live, but it promptly reminded users of the risks of pushing cutting-edge infrastructure into production. The layer-2 network rolled out its Grinta...Read More
