The hottest Crypto Substack posts right now

And their main takeaways
Category
Top Crypto Topics
Dan Hughes 339 implied HN points 08 Jun 24
  1. The honest majority assumption is key for blockchain security. It means that most participants must act honestly to keep the network safe from attacks.
  2. Full nodes rely on validator nodes to check the validity of transactions. If most validators are dishonest, full nodes cannot prevent issues like double spending.
  3. Economic security is important for discouraging attacks on a network. High stakes for validators make it less likely for them to act maliciously, as the potential losses from being caught far outweigh any gains.
DeFi Education 739 implied HN points 29 Mar 24
  1. DistrictOne is a new platform that aims to attract users from popular crypto chat platforms like Discord. Joining is cheap, costing around $20, and you can access various chat rooms called Spaces.
  2. By participating in DistrictOne, you can earn rewards like OLE tokens and other bonuses. Even minimal daily interactions can lead to returns that may double or triple your initial investment.
  3. To maximize your experience, focus on joining active chat rooms and engage frequently. Buying shares and using boosts can help increase your earnings from the platform.
Points And Figures 239 implied HN points 12 Dec 25
  1. Bitnomial launched a regulated crypto-margined exchange that lets traders use crypto as margin and settle trades in crypto. That enables deliverable perpetual futures instead of cash-settled contracts.
  2. They built a vertically integrated exchange and clearinghouse from scratch and are fully regulated by the CFTC, so positions are cleared and collateral is segregated like traditional futures. The team running it are industry veterans, not fly-by-night operators.
  3. New CFTC and OCC guidance allows independent and bank-affiliated brokerages to support crypto margin deposits and settlement, which could unlock capital efficiencies and wider access for US traders. This makes leveraged spot, perpetuals, and options with crypto-native margin more accessible without going offshore.
DeFi Education 479 implied HN points 10 May 24
  1. Using the Gnosis Safe multi-signature wallet can help keep your crypto secure, especially for large amounts. It's designed for Ethereum-compatible blockchains.
  2. This wallet requires multiple approvals for transactions, which adds an extra layer of security against unauthorized access.
  3. While there may be some gas fees and complexity involved, the protection Gnosis Safe offers can be worth it for serious crypto holders.
Get a weekly roundup of the best Substack posts, by hacker news affinity:
DeFi Education 499 implied HN points 03 May 24
  1. Coinbase stock has seen a recent drop but has gained 16% since the last earnings report. This means it's important to look at the bigger picture rather than just short-term changes.
  2. The company is viewed as becoming a quasi-monopoly in the US, which suggests strong future potential. Holding the stock is based on this long-term belief.
  3. Investors are not focusing solely on earnings as a quick play, but rather on the overall growth and position of Coinbase in the market.
DeFi Education 659 implied HN points 06 Apr 24
  1. The Q&A sessions provide expert insights from experienced professionals in finance and software. This means you'll get reliable knowledge directly from people who really know what they're talking about.
  2. These sessions are just for paid subscribers, which helps ensure quality content and an engaged audience. It's a space designed for those who are truly interested in learning more.
  3. The focus is also on staying updated with the fast-moving world of cryptocurrency and finance, so you'll always be learning the latest trends and information. It's an opportunity to grow your understanding of DeFi in real-time.
The Lunacian 1334 implied HN points 19 Jun 25
  1. An Axie Score shows how much someone contributes to the Lunacia community. A higher score means more influence over future decisions in the game.
  2. You can use your Axie Score to vote on community matters, and there are ideas to add more benefits like game access or special rewards.
  3. New badges are coming to recognize community contributions, and they will help increase your Axie Score, reflecting your involvement in the Lunacian community.
Dan Hughes 239 implied HN points 24 Jun 24
  1. Sharding is a great solution for scaling blockchain networks. It allows the system to handle more transactions by dividing tasks into smaller pieces, making processing faster and more efficient.
  2. Relying solely on improving hardware to scale blockchain systems is not enough. It can lead to problems with latency and conflicts that slow down the network as demand increases.
  3. Atomic commitment in sharding ensures that transactions across different parts of the network can be completed all at once or not at all. This helps keep the system clean and prevents messy issues when something goes wrong.
DeFi Education 879 implied HN points 24 Feb 24
  1. Q&A sessions give you insights from experts in finance and software. It's a great way to learn from people who know the field well.
  2. These sessions are for anyone interested in DeFi, whether you're new or looking to deepen your understanding. Everyone can benefit from the information shared.
  3. Being part of these discussions can help you make better decisions in your financial journey. Engaging with knowledgeable individuals can provide clarity on complex topics.
SP-AND-EX 33 implied HN points 06 Feb 26
  1. Speculation in crypto has decoupled from real blockchain value, turning many projects into pump-and-dump plays and driving widespread cynicism that reduced meaningful investment.
  2. Crypto’s growing partisan alignment damaged its appeal as a neutral store-of-value, pushing investors toward traditional hedges like gold and increasing the likelihood of regulatory backlash.
  3. Outside forces drained speculative capital from crypto: legalized sports betting and AI hype diverted gamblers and investors, and the weakening of the yen carry trade removed cheap funding that had supported high-risk crypto bets.
DeFi Education 1079 implied HN points 18 Jan 24
  1. In crypto, the best projects often create intense loyalty like cults, not just regular communities. People connect on a deeper emotional level, making them highly devoted followers.
  2. Successful crypto projects usually have a strong leader who inspires and drives the movement. These leaders often embody the values of the brand and attract passionate supporters.
  3. A sense of exclusivity and belonging is crucial for cult brands in crypto. Members feel united against an 'enemy,' and they love showing they are part of something special with symbols, language, and shared goals.
DeFi Education 819 implied HN points 21 Feb 24
  1. Ethena aims to provide attractive yields through a unique trading strategy that combines staking ETH and selling futures contracts. This could help users earn money while managing risk.
  2. There are concerns about Ethena's design, including the fact that it relies on staked ETH, which carries more risks. If things go wrong, users might face significant losses.
  3. While Ethena might seem like a good option now, it's important for investors to be cautious and understand the risks involved, as past attempts in this area have often failed.
DeFi Education 1258 implied HN points 20 Dec 23
  1. DeFi is a growing field that could become much bigger than traditional banking by using efficient software instead of slow, costly processes. Now is a good time to get involved because the technology works and it has government support.
  2. It's important to understand security and best practices in DeFi since there are many scams. Learning the basics can help you manage your funds safely and avoid losing money.
  3. Getting into crypto can lead to new career opportunities. You can gain valuable skills and knowledge that are helpful for roles in this fast-growing industry.
DeFi Education 1139 implied HN points 04 Jan 24
  1. The predictions for 2024 will have many possibilities, so they are mostly fun to think about. It's important to keep in mind that things can change.
  2. Past expectations have been shared in earlier posts, but they will be updated again for clarity. It’s good to stay informed on the latest thoughts.
  3. This discussion is meant for paid subscribers, indicating more in-depth and exclusive content is available for those who support the platform. It shows a commitment to providing quality information.
DeFi Education 559 implied HN points 05 Apr 24
  1. Ethena’s new stablecoin called sUSDe focuses on giving investors returns from off-chain trading, similar to how hedge funds operate.
  2. Ethena recently launched its token ENA, which has reached a total value of $15 billion when fully diluted.
  3. An airdrop of 5% from Ethena's total supply is worth about $750 million and makes up a significant part of its offering.
DeFi Education 539 implied HN points 08 Apr 24
  1. To qualify for the Hyperliquid airdrop, you must log in and accept the new Terms and Conditions by April 13.
  2. After accepting the new terms, it's wise to deposit funds and make a small trade to ensure your activity is on record.
  3. The potential value of the governance token and the $PURR memecoin could be significant, so don't miss out!
BowTied Bull 982 implied HN points 25 Jan 24
  1. The post discusses the importance of Proposer-Builder Separation for the future of Ethereum.
  2. It highlights the technical aspects that are crucial for the development of blockchains.
  3. Current blockchain technology allows for instant global transactions and ownership of digital assets.
QTR’s Fringe Finance 49 implied HN points 03 Feb 26
  1. Huge TV-friendly bitcoin price targets are often marketing and showmanship, recycled after misses rather than coming from rigorous valuation.
  2. Bitcoin lacks traditional cash flows, so its value is driven by liquidity, macro narratives, and collective belief rather than earnings or dividends.
  3. Claims of institutional adoption and predictable cycles are unreliable; institutions tend to amplify volatility and such forecasts are sentiment indicators, not road maps for financial planning.
The Lunacian 230 implied HN points 28 Nov 25
  1. You can create your own accessory design and submit it for a chance to win AXS prizes and have your design featured in The Codex.
  2. To enter, come up with an original idea, name your accessory, and fill out a Google Form by December 11th.
  3. Judges will look for unique designs that fit the Axie universe, and winners might see their designs turned into real items for the game.
DeFi Education 1079 implied HN points 28 Dec 23
  1. Crypto markets faced a lot of ups and downs in 2023, with Bitcoin prices fluctuating significantly. Overall, learning to manage risk seemed important as many investors panicked and sold at low points.
  2. The approval of spot Bitcoin ETFs became a hot topic, leading to excitement in the market. This indicates growing interest and involvement from traditional finance in the crypto space.
  3. Throughout the year, many lessons were learned about crypto's resilience and the need for careful decision-making. Observing market patterns can help in navigating future opportunities.
DeFi Education 759 implied HN points 14 Feb 24
  1. Crypto tokens are different from stocks because they don't give you ownership rights. They're like digital assets that operate in a coded system rather than through traditional laws.
  2. Creating value for tokens isn't just about profits or revenues; it's really about what makes them desirable in the market. Factors like user engagement and market attention play big roles in their success.
  3. Market makers help improve the trading experience for tokens by providing liquidity and stabilizing prices. They make it easier for people to buy and sell tokens without too much hassle.
DeFi Education 739 implied HN points 16 Feb 24
  1. Coinbase made a profit of $273 million in Q4 2023 after struggling for two years, thanks to cost-cutting and increased trading volume. This shows that the company has bounced back from a tough period.
  2. Many retail and institutional investors are returning to Coinbase, with retail transaction revenue jumping 79% from the previous quarter. Coinbase is gaining market share in the crypto trading space.
  3. Coinbase is on track for potential inclusion in the S&P 500, which could lead to even more attention and investment. This would be a big deal for the company and the crypto market.
The Lunacian 230 implied HN points 20 Nov 25
  1. AIP-003 is a proposal to stake about 2,829.43 ETH from the Axie Treasury to generate extra income for the community. If it passes, it could earn around $200,000 per year.
  2. The new Voting Delegation feature lets users share their voting power with others easily. This helps more community members participate in decisions, even if they're unable to vote themselves.
  3. To pass AIP-003, a supermajority of 66% YES votes is needed, and each user is capped at 10% Voting Power. This ensures that all voices are considered in the decision-making process.
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.
Dan Hughes 159 implied HN points 27 Jun 24
  1. Sharding can actually enhance economic security instead of weakening it. When networks split into shards, they can manage more transactions, which can lead to higher security overall.
  2. The economic activity in a network is crucial for its value and security. More transactions and smart contracts boost the token's value, which in turn helps protect the network from attacks.
  3. Unlike traditional networks, sharding allows for greater decentralization. More validators can participate, making it much harder for bad actors to take control, which helps keep the network safe.
QTR’s Fringe Finance 36 implied HN points 07 Feb 26
  1. Bitcoin just had a dramatic ~50% drawdown that feels like a real moment of truth, forcing both believers and skeptics to rethink what the asset actually is, not just its price,
  2. Mainstream adoption in the U.S. — ETFs, banks, retirement accounts, political support — means there may be fewer new buyers left domestically, which is the core bearish case about demand peaking,
  3. From here the paths split: it could slowly fade into a niche asset, enter a long sideways crypto winter, or rebound to new highs; either way, volatility remains Bitcoin’s defining feature.
DeFi Education 699 implied HN points 10 Feb 24
  1. The DeFi team is actively researching new projects that address real problems in the crypto space. They are excited about their latest findings.
  2. They are also working on answering questions and research requests from their community. They aim to provide helpful information based on previous discussions.
  3. A detailed update on their progress will be shared later in the month, so subscribers can look forward to more insights soon.
Dan Hughes 139 implied HN points 03 Jul 24
  1. Rollups and sharding are not the same. Rollups are like mini blockchains that still rely on Ethereum, while sharding would integrate more seamlessly and effectively.
  2. The rollup approach adds more complexity to the Ethereum system, causing challenges for developers in terms of security and performance.
  3. A single, unified execution environment would be more beneficial for scaling, rather than having multiple rollups with different rules and complexities.
QTR’s Fringe Finance 35 implied HN points 06 Feb 26
  1. Bitcoin’s original peer-to-peer cash design was sidelined in favor of “digital gold” when developers kept block sizes small, making on-chain payments slow and pushing users toward centralized Lightning hubs.
  2. Jeffrey Epstein’s money flowed through MIT and investments like Blockstream to fund core developers, while intermediaries like Brock Pierce and Tether helped inflate Bitcoin’s price — research shows Tether minting played a major role in the 2017 bull run.
  3. Wall Street players and insiders (e.g., Cantor Fitzgerald, Howard Lutnick) used their influence and new laws (GENIUS, CLARITY) to lock in control over stablecoins and programmable money, risking surveillance and loss of financial freedom and prompting calls to back privacy-focused alternatives.
DeFi Education 859 implied HN points 07 Jan 24
  1. DeFi yield farming is making a comeback, and it's an exciting opportunity for investors. People are using different strategies to maximize their returns.
  2. The team is running a fun bet to see if their farming profits can cover the cost of a NYC apartment. This adds an interesting twist to their investment.
  3. The focus is on DeFi exchanges, highlighting their potential benefits in the financial landscape. It’s a field worth exploring for those interested in decentralized finance.
Ronin’s Newsletter 24 implied HN points 10 Feb 26
  1. Craft World is a free-to-play resource-management game with a fully on-chain economy on Ronin where the core loop is collect, craft, trade, and build using blockchain-tracked materials and DynoCoin.
  2. Progression revolves around repairing and upgrading your base (Town Hall, Exchange, Vault, Workshop, Mastery) and balancing power, production chains, and permanent choices like Workshop Points to optimize long-term efficiency.
  3. Earning comes from many paths—selling on the Exchange, Vault passive gains, community Masterpieces, Live-Ops, liquidity pools, and owning Water/Fire Dyno NFTs—so a patient, market-aware strategy beats short-term grinding.
QTR’s Fringe Finance 21 implied HN points 16 Feb 26
  1. Bitcoin miners are highly flexible electricity consumers that can quickly shut down when the grid needs power, joining demand-response programs and earning curtailment payments.
  2. They act like distributed batteries by soaking up excess or stranded renewable energy when supply is abundant and giving that capacity back during peak demand to help stabilize the grid.
  3. In storms and other emergencies miners can sharply reduce their computing power (hashrate) to free up gigawatts for homes and critical services, making mining a practical, market-driven grid backstop.
The Lunacian 552 implied HN points 08 Aug 25
  1. The Axie Infinity community is moving towards a decentralized governance model, giving members a real say in decision-making. This is exciting because it means everyone can help shape the future of the game.
  2. A new Axie Infinity Foundation is being formed to manage community funds and ensure they are used according to votes from the community. This foundation will help keep the community involved in how money is spent.
  3. The Axie Score will track contributions from players, helping to prioritize who gets more influence in decisions. This makes active community members feel valued and encourages more participation.