Research

the-strategic-pivot-from-‘austerity’-to-‘running-it-hot’

The strategic pivot from ‘austerity’ to ‘running it hot’

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. I’m old enough to remember when, just a few months ago, the Trump administration talked about...
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crypto-game-ember-sword-shuts-down-after-7-years-of-development

Crypto game Ember Sword shuts down after 7 years of development

This is a segment from The Drop newsletter. To read full editions, subscribe. Ember Sword, a crypto MMORPG in development, has been cancelled. They say it’s because the team couldn’t...
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is-infofi-an-investable-sector?-crypto’s-attempt-to-tokenize-attention

Is InfoFi an investable sector? Crypto’s attempt to tokenize attention

This is a segment from the 0xResearch newsletter. To read full editions, subscribe. One of the longstanding complaints against Big Tech is that they “exploit” user data for their own...
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bitcoin-celebrates-pizza-day-with-price-record,-hall-of-fame-induction

Bitcoin celebrates Pizza Day with price record, Hall of Fame induction

This is a segment from the Supply Shock newsletter. To read full editions, subscribe. Today’s Bitcoin Pizza Day is shaping up to be a special one. Yes, it’s the first...
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as-more-tradfi-giants-flock-to-crypto,-vanguard-stands-apart

As more TradFi giants flock to crypto, Vanguard stands apart

As the world’s largest asset manager expands its crypto reach, its chief rival has thus far resisted entering the market. BlackRock has added a layer of credibility to crypto for...
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are-stablecoins-crypto’s-aws-moment?

Are stablecoins crypto’s AWS moment?

This is a segment from the Empire newsletter. To read full editions, subscribe. Yesterday I had the opportunity to moderate a panel for American Banker’s virtual stablecoin summit. Obviously, the...
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should-crypto-cash-flows-be-discounted?

Should crypto cash flows be discounted?

This is a segment from The Breakdown newsletter. To read full editions, subscribe. “The value of any stock, bond or business today is determined by the cash inflows and outflows …...
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bitcoin-hits-all-time-high-while-solana-holds-steady

Bitcoin hits all-time high while Solana holds steady

This is a segment from the Lightspeed newsletter. To read full editions, subscribe. Keep your hands and arms inside the rocket ship for the duration of our flight, ladies and...
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as-crypto-etf-deadlines-come-and-go,-watch-july-and-october

As crypto ETF deadlines come and go, watch July and October

While new XRP futures ETFs are set to launch, the SEC could wait several months to greenlight more spot offerings SEC Commissioner Hester Peirce | Permissionless II for Blockworks This...
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us-stocks-slipped-while-bitcoin-rallied-on-higher-treasury-yields

US stocks slipped while bitcoin rallied on higher Treasury yields

This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. It’s been an eventful day so far.  Bitcoin hit a new record high of $109,888 this...
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