Research

coinbase-could-become-the-‘amazon-of-crypto’

Coinbase could become the ‘Amazon of crypto’

This is a segment from the Empire newsletter. To read full editions, subscribe. M&A season is in full swing.  Sheraz Ahmed, managing partner at STORM Partners, told me that the...
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friday-charts:-the-market-is-a-story

Friday Charts: The market is a story

This is a segment from The Breakdown newsletter. To read full editions, subscribe. “The human mind is a story processor, not a logic processor.”  — Jonathan Haidt Is the bond market...
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solana-based-pipe-network-aims-to-be-‘ruthless’-about-tokenomics

Solana-based Pipe Network aims to be ‘ruthless’ about tokenomics

This is a segment from the Lightspeed newsletter. To read full editions, subscribe. I hosted Permissionless Labs CEO David Rhodus on the Lightspeed podcast this week, and he gave me...
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kraken-joins-accelerating-effort-to-bridge-tradfi,-crypto

Kraken joins accelerating effort to bridge TradFi, crypto

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. Many continue to expect massive growth in stablecoin usage and the broader tokenization space — particularly...
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star-trek-actor-sir-patrick-stewart-endorses-delorean-labs’-crypto-reboot

Star Trek actor Sir Patrick Stewart endorses DeLorean Labs’ crypto reboot

This is a segment from The Drop newsletter. To read full editions, subscribe. DeLorean Labs — the crypto arm of the rebooted 80s car company featured in the Back to...
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$160m-in-stolen-funds-puts-sui’s-decentralization-to-the-test

$160M in stolen funds puts Sui’s decentralization to the test

This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Sui’s largest decentralized exchange, Cetus, was exploited on May 22 for over $220 million — the most...
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how-isaac-miller-fought-the-central-banks-with-bitcoin-and-$20k

How Isaac Miller fought the central banks with Bitcoin and $20K

This is a segment from the Supply Shock newsletter. To read full editions, subscribe. We live in a world of billionaire Bitcoiners — where mega corporations and sovereign governments stack...
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can-depins-offer-a-‘lower-barrier-to-entry’-than-stablecoins?

Can DePINs offer a ‘lower barrier to entry’ than stablecoins?

This is a segment from the Empire newsletter. To read full editions, subscribe. It’s been a while since we last talked about DePINs. Blockworks Research analyst Nick Carpinito is giving...
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thursday-mailbag:-micropayments,-digital-value-and-mission-driven-crypto

Thursday Mailbag: Micropayments, digital value and mission-driven crypto

This is a segment from The Breakdown newsletter. To read full editions, subscribe. “Missionaries build better products.” — Jeff Bezos Q: Do we need a new internet? The business model that...
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solana-accelerate-day-1:-time-to-challenge-assumptions

Solana Accelerate Day 1: Time to challenge assumptions

This is a segment from the Lightspeed newsletter. To read full editions, subscribe. As the Solana community descended on Pier 36 in New York for the Accelerate conference, the feeling...
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