The hottest Crypto Substack posts right now

And their main takeaways
Category
Top Crypto Topics
Crypto Trader Digest 2281 implied HN points 28 Oct 24
  1. Governments often inflate property bubbles to maintain public support, as owning property ties people's wealth to the state. If people feel secure about their homes, they're less likely to revolt.
  2. China is facing a property bubble crisis similar to those seen in other countries, and it might inject a lot of money into the economy to recover. This could lead to more yuan being traded for Bitcoin as people seek to protect their wealth.
  3. Even though the current stimulus might seem small, once people realize that money is being pumped into the economy, there could be a rush to buy Bitcoin. Historically, Bitcoin tends to rise sharply when significant money is printed.
Contemplations on the Tree of Woe 904 implied HN points 13 Jun 25
  1. Money is a tool for exchange and social cooperation. It helps us trade goods and services efficiently, but it can also be corrupting.
  2. Aenean Money aims to blend the positive aspects of past monetary systems while avoiding their flaws. It should be a trustworthy and resilient form of money that everyone can use.
  3. Bitcoin is seen as a leading candidate for Aenean Money because it has unique features that might solve many current economic problems. It operates without central control and reflects real-world value through energy expended in its creation.
Points And Figures 426 implied HN points 03 Mar 25
  1. Not all ideas are worthwhile, especially when it comes to the government getting involved in cryptocurrencies. This idea might just be popular with some groups, but it ignores the complexities of the crypto world.
  2. Cryptocurrencies are very volatile and their value can change quickly. Relying on them can be risky, as they might not be a stable store of value.
  3. The government shouldn't hold cryptocurrency because it could interfere with market competition. Instead of helping, it might end up benefiting certain established cryptocurrencies and stifling innovation.
Noahpinion 25529 implied HN points 21 Jan 25
  1. Memecoins like TRUMP and MELANIA are seen as a way to make money without the usual transactions. They can allow people to support political figures while avoiding direct payments.
  2. These coins do not have the same respect as traditional cryptocurrencies like Bitcoin. Many believe they could harm the overall reputation of crypto, as they mainly serve speculative purposes.
  3. Buying these memecoins could be a form of legal corruption, allowing individuals to give money to leaders or celebrities while disguising the true nature of the transaction, similar to a bribe.
Points And Figures 612 implied HN points 28 Feb 25
  1. The SEC has decided that crypto memecoins are not considered securities, giving the industry more regulatory clarity. This is a positive change compared to the confusion that existed before.
  2. While crypto hasn't become essential for everyone's daily life yet, there are potential future uses, like tokenizing assets or using stablecoins for easier international payments.
  3. Regulation can sometimes create unfair advantages for big companies and stifle competition. It's important to be aware of these effects while also ensuring that people aren't misled by things like memecoins.
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Postcards From Barsoom 3906 implied HN points 13 Oct 24
  1. To create good times, we need to focus on becoming great individuals first. It's not just about what you do, but about who you choose to be.
  2. In our current world, there's a lot of distraction and mediocrity. We must resist this and strive for excellence by not settling for average.
  3. History shows us the importance of strength and preparation. To appreciate peace, you must understand the value of being ready for conflict.
Crypto Trader Digest 2023 implied HN points 15 Oct 24
  1. A Persistent Weak Layer (PWL) in avalanche science is a weak layer of snow that can lead to dangerous avalanches. Understanding these layers is important for safety in avalanche-prone areas.
  2. Geopolitical conflicts, especially in the Middle East, can create financial market risks. Issues like energy price spikes and military actions can substantially impact investments, particularly in crypto markets.
  3. Bitcoin could potentially rise in value if energy prices go up due to geopolitical conflicts. It is seen as a store of value, especially during times of inflation or war, making careful management of investment positions crucial.
Kerman Kohli 99 implied HN points 29 Oct 24
  1. RPC calls to blockchain nodes only succeed about 78.5% of the time on average. This means that sometimes you might have trouble getting the data you need.
  2. The performance of nodes varies depending on the blockchain you’re accessing, the RPC provider you choose, and even the time of day you make your requests.
  3. To ensure better reliability, it’s smart to use multiple node providers rather than depending on just one. This way, if one fails, you have a backup.

PvP

Crypto Trader Digest 2658 implied HN points 08 Oct 24
  1. The current crypto market has a predatory feel where some are winning at the expense of others, especially with new tokens performing poorly for retail investors.
  2. Listing fees for centralized exchanges (CEXs) are quite high, and many projects may struggle to justify these costs if their token performance doesn’t improve.
  3. It's better for projects to focus on building a strong user base and product fit rather than solely relying on listings on major exchanges to boost token prices.
The Pomp Letter 339 implied HN points 20 Oct 24
  1. There's a big crypto event happening called Crypto Investor Day 2024. It will have many important people in the crypto space sharing their insights.
  2. You can expect discussions on cool topics like the future of bitcoin, stablecoins, and crypto regulations. It’s all about getting valuable information without any fluff.
  3. If you want to attend, make sure to sign up soon because spots are limited. It's a great chance to learn from top leaders in the industry.
The Pomp Letter 539 implied HN points 16 Oct 24
  1. Stablecoins are becoming popular worldwide, in both rich and poor countries. They're helping a lot of people with their money transactions.
  2. Many users want to hold stablecoins and use them for payments. This shows there's a real need for these types of digital currencies.
  3. The growth of stablecoins is happening quickly, especially on faster blockchain platforms. This trend suggests that stablecoins could take a big share of how we use dollars in the future.
Freddie deBoer 8384 implied HN points 07 Dec 24
  1. The crypto industry has a problem with accepting responsibility for scams and fraud. Many people in the community brush off losses with a 'what did you expect?' attitude, which doesn't help their credibility.
  2. A serious industry should focus on cleaning up its image and ensuring accountability. If crypto enthusiasts want people to take their industry seriously, they need to demand better practices.
  3. If the crypto culture continues to mock victims of scams, it risks pushing more people towards stricter regulations. This could hurt the industry in the long run.
DeFi Education 719 implied HN points 18 Sep 24
  1. There are many altcoins in the market now, making it really important to choose wisely. With less money available to invest, knowing which altcoins to pick can help you succeed.
  2. Tokens usually come from either private markets or public launches, and the early investors can affect a token's success. It’s important to understand how and when these tokens are released to predict their future value.
  3. In the world of altcoins, prices often shift based on news or market trends. Staying informed and understanding the market dynamics can give you an edge when trading or investing.
DeFi Education 379 implied HN points 22 Sep 24
  1. Aerodrome Finance is a fast-growing decentralized exchange, mainly on Coinbase's Layer 2 called 'Base'.
  2. In just over a year, Aerodrome has attracted over 10,000 daily users and handles about $9 billion in trading each month.
  3. The platform is generating significant earnings, with annual trading fees exceeding $100 million.
Ronin’s Newsletter 159 implied HN points 12 Feb 25
  1. Ronin is now fully open for anyone to build smart contracts on its mainnet. This marks a significant moment in the development of Web3 gaming.
  2. There are many new games and decentralized apps (dApps) available on Ronin, with more being added all the time. This is a great opportunity to explore and engage with these experiences.
  3. Ronin is offering over $10 million in grants for builders. This encourages developers and creators to join the ecosystem and contribute to its growth.
DeFi Education 1338 implied HN points 27 Aug 24
  1. The value in the crypto world is moving from blockchains to applications. People are more likely to use services that are user-friendly and cost-effective, instead of focusing on how the technology behind them works.
  2. As blockspace becomes more available and costs decrease, successful crypto projects will likely be the ones that offer the best applications and services. It's important to focus on investing in these applications rather than just the big blockchains like Bitcoin or Ethereum.
  3. Decentralization is important in crypto, but it's also okay for corporations to build applications as long as they respect the principles of openness and equality. Anyone can learn to create something valuable in crypto, which makes it accessible for everyone.
The Pomp Letter 439 implied HN points 08 Oct 24
  1. Bitcoin ETF options are expected to attract more investors, which may help stabilize its price and reduce volatility over time.
  2. Unlike traditional assets, Bitcoin tends to become more volatile when its price rises, which encourages more buying during bull markets.
  3. The new ETF options will provide a familiar way for institutional investors to access Bitcoin, potentially leading to a significant increase in prices, similar to past market events like GameStop.
DeFi Education 459 implied HN points 14 Sep 24
  1. Coinbase is bringing tokenized Bitcoin to the Ethereum network, which could have a big impact on DeFi. This is significant because the Bitcoin network holds a lot of value.
  2. There are updates on Trump’s World Liberty Financial, hinting at its involvement in the DeFi space. This reflects the growing interest from traditional finance figures in decentralized finance.
  3. A bi-weekly Q&A section is included, allowing subscribers to ask questions related to DeFi. This engagement can help the community learn and understand more about developments in the space.
DeFi Education 559 implied HN points 07 Sep 24
  1. DeFi can simplify foreign exchange transactions by allowing people to pay for goods in one currency while quickly converting it to another on-chain, making it cheaper and faster than traditional bank methods.
  2. Using crypto for migrant remittances can significantly lower transaction fees, helping workers send money home with minimal costs, unlike banks that charge high fees.
  3. Businesses can manage their foreign currency needs more efficiently using DeFi, avoiding complex dealings with banks and saving money with faster, more transparent transactions.
Points And Figures 612 implied HN points 28 Jan 25
  1. Quantum computing could potentially break the security of cryptocurrencies like Bitcoin. This means new, stronger security measures might be needed constantly.
  2. Crypto operates on an open network that encourages wide accessibility and data collection, while traditional fiat systems are closed and controlled by central authorities like the Federal Reserve.
  3. There's a debate about whether the benefits of paying to use a closed financial system outweigh the risks of using an open one, especially with the advent of advanced technologies.
The Lunacian 1242 implied HN points 10 Jan 25
  1. Lunacia had a great year in 2024, with important growth in player numbers and treasury revenue. There were significant increases in trading volume and the popularity of Mystic Axies.
  2. They launched several new features like Bounty Boards and Wings of Nightmare, which helped attract more players to the game. Key updates and events kept the community engaged and active.
  3. Looking ahead to 2025, Lunacia is planning even more exciting developments and will be aiming to involve the community in new adventures. They're focused on building bigger and better experiences together.
Jay’s Substack 219 implied HN points 11 Oct 24
  1. MicroStrategy is changing the way they invest by using Bitcoin. This shows a shift from traditional investing to a more crypto-focused strategy.
  2. The company is seeing success by integrating Bitcoin into their business model. This approach may inspire other companies to consider similar moves.
  3. The concept of turning index investing into Bitcoin bids highlights a trend in finance. It’s a sign that people are exploring innovative ways to invest.
The Lunacian 828 implied HN points 15 Jan 25
  1. Luna's Landing is now live, and players can explore the rarest plots in the game. Landowners can play on their plots while everyone else can visit them in the Homeland.
  2. These plots have special features like starting at higher levels for resources, which means players can find better rewards nearby. This helps all players, not just landowners.
  3. Players with Luna's Landing plots will earn a lot more Ancient Coins than others, and there's a good chance they'll get bonus rewards like Moonfall Tickets.
Points And Figures 612 implied HN points 20 Jan 25
  1. Creating a Strategic Bitcoin Reserve is a bad idea. Bitcoin doesn't prove to be essential for national security like the Strategic Oil Reserve.
  2. Currently, Bitcoin and cryptocurrencies are more about speculation than real value. They haven't significantly impacted daily life yet.
  3. The government should not get involved in the crypto market. It should just monitor and regulate lightly without interfering, to let it evolve naturally.
DeFi Education 799 implied HN points 17 Aug 24
  1. There aren't many builders in the crypto space, making each person's contribution significant. With about 7,600 full-time developers, what you create can really shape the future of crypto.
  2. Choosing the right ecosystem is crucial for your project. Ethereum has the most liquidity for DeFi, but Solana offers advantages for certain uses, so it really depends on your goals.
  3. The competition among Layer 2 solutions on Ethereum brings both benefits and challenges. They can be fast and cheap, but also create complexity and can be centralized, affecting the overall developer experience.
Chartbook 386 implied HN points 10 Jan 25
  1. There are discussions about fining crypto activities and the potential impact of regulations on the market.
  2. The idea of peak Starbucks in China suggests changing consumer behaviors and economic conditions affecting global brands.
  3. The mention of 'labour on screen' hints at the evolving relationship between work and digital platforms in today's society.
The Lunacian 1380 implied HN points 13 Dec 24
  1. The Frosty Fiesta event is starting, where players can earn extra AXS rewards from December 16th to 29th. This is a great chance to get more gifts this holiday season!
  2. Rewards for the Premier Bounty Board have been doubled, meaning more AXS can be earned for completing quests. Players can now earn up to 2 AXS per master quest.
  3. The requirement to access the Premier Bounty Board has been reduced, making it easier for players to join in on the fun and earn rewards during the event.
DeFi Education 479 implied HN points 23 Aug 24
  1. Donald Trump's endorsement of DeFi could attract new users who previously dismissed it, possibly sparking increased interest and growth in the sector.
  2. Political support for DeFi may lead to improved regulatory conditions, which can benefit established protocols and foster better returns for investors.
  3. Despite potential growth, the current market for altcoins remains risky, so it's essential to time investments carefully and focus more on trades than long-term holds.
DeFi Education 679 implied HN points 10 Aug 24
  1. The DeFi market is currently facing some challenges, so it's important to be cautious and reduce high-risk investments like leverage.
  2. After a market dip, there might be good buying opportunities soon after, but it's wise to approach these with a short-term mindset.
  3. Staying updated on market trends and being part of a community can help you navigate through the ups and downs of investing.
Ronin’s Newsletter 307 implied HN points 09 Jan 25
  1. The Ronin platform is opening up to more games and applications. This means more opportunities for developers and a wider variety of experiences for players.
  2. The focus on exclusivity is changing, allowing games from other chains to join Ronin. This helps build unity in the web3 gaming community.
  3. The founders reflect on how far they've come in 7 years and see this next step as a significant leap forward. They expect challenges ahead but believe success will benefit the whole community.
DeFi Education 699 implied HN points 26 Jul 24
  1. Prediction markets let users bet on the outcomes of real-world events, like elections or interest rates, by creating and trading tokens. This allows for both speculation and hedging against risks in the financial markets.
  2. Polymarket is a leading prediction market platform that has seen rapid growth, particularly during election cycles. Users can make money by providing liquidity and taking advantage of market mispricings.
  3. Memecoins and prediction markets serve different purposes for betting on events. Prediction markets offer specific outcomes with sound pricing, while memecoins allow for uncapped upside but carry risks of fluctuations based on popularity.
Ronin’s Newsletter 578 implied HN points 16 Dec 24
  1. Ronin Bounties are launching soon, allowing users to complete quests in their Ronin Wallet for rewards.
  2. The first set of bounties includes Axie-related quests, offering over 4,000 AXS and special Nightmare Axies as prizes.
  3. These quests will be available for a limited time, so eligible users should act quickly to complete them and claim their rewards.
DeFi Education 719 implied HN points 19 Jul 24
  1. DeFi, or decentralized finance, allows people to access financial services directly over the internet without needing banks. This is exciting because it can reduce costs and frustrations from traditional banking.
  2. Many people still view DeFi as complicated or risky due to past scams. However, there's a growing acceptance from governments and institutions that could help improve its image.
  3. The future of DeFi looks promising as big companies start to embrace its technology. It’s important for people to learn about DeFi now since it will likely become a key part of the financial system in the coming years.
DeFi Education 519 implied HN points 02 Aug 24
  1. Coinbase has reported better than expected earnings and revenue for Q2 2024. This is a positive sign for the company's financial health.
  2. Despite the earnings beat, Coinbase's stock price has dropped about 2% since the last report. This trend seems to match the broader crypto market conditions.
  3. The expectation for Coinbase's long-term success remains strong due to its strong position in the US market. They are seen as having a unique advantage or 'quasi-monopoly'.
DeFi Education 939 implied HN points 05 Jul 24
  1. The current market has low liquidity, which makes it risky for traders with leveraged positions. This can lead to a lot of liquidations when prices change suddenly.
  2. Recently, there was a massive amount of crypto liquidations on July 4th, the largest since the FTX incident. This shows how volatile the market can be.
  3. The post offers a market update and a detailed overview of specific sectors for subscribers. It's designed to help them understand current trends and make informed decisions.
Ronin’s Newsletter 258 implied HN points 07 Jan 25
  1. Ronin is growing fast, with a huge increase in users and games over the past year. A lot more people are now playing and enjoying games on the platform.
  2. Big-name partnerships are helping Ronin expand beyond just gaming. They are teaming up with companies like Binance and Coinbase to build a stronger ecosystem.
  3. Ronin is set to open its doors to everyone soon. This means anyone can create and join in on new projects on the network, making it an exciting time for developers and players alike.
DeFi Education 719 implied HN points 12 Jul 24
  1. Market makers provide liquidity by buying and selling tokens, improving trading efficiency. They help reduce transaction costs for traders.
  2. Projects hire market makers for better market visibility and tighter price spreads. This makes investors feel more confident when buying tokens.
  3. Market making can be risky and not always profitable. Market makers try to manage risks while looking for ways to profit from fees or token options.
The Lunacian 920 implied HN points 21 Nov 24
  1. The Wings of Nightmare event is now live, allowing players to evolve specific base parts into limited-edition Nightmare Parts. There are only 39,000 Nightmare Parts available, so it's important to act fast!
  2. Players can explore two new realms called the Dream World and Nightmarescape, which are filled with fascinating creatures and challenges. Entering these realms requires sleep, and there's a risk of not returning.
  3. To evolve parts and earn rewards, players need to gather certain materials and use the App.axie platform. There are also chances to obtain Nightmare bodies through special actions, making this event exciting for participants.