The hottest Crypto Substack posts right now

And their main takeaways
Category
Top Crypto Topics

Is DeFi Safe? That's Up To You!

DeFi Education • 599 implied HN points • 08 Mar 23
🔮 Crypto DeFi Security Investing Blockchain Financial Systems
  1. DeFi is a new way to handle finance without banks, but it comes with risks like hacks and scams. Users need to be aware and do their research to stay safe.
  2. Keeping your own private keys safe is crucial. The saying 'your keys, your Bitcoin' highlights that if you lose access to your private keys, you could lose your crypto forever.
  3. Using hardware wallets and trusted protocols can help protect your funds. It's important to only use tested platforms and to follow good security practices to avoid losses.

DeFi Debt Crisis: The Great Curve Loan

DeFi Education • 419 implied HN points • 15 Jun 23
🔮 Crypto DeFi Loans Ecosystem Finance
  1. Michael Egorov, the founder of Curve Finance, is facing potential liquidation due to $100 million in DeFi loans. This situation has raised concerns in the financial community.
  2. DeFi involves borrowing and lending through decentralized platforms, and understanding these mechanisms is key to navigating the market.
  3. The outcomes of this situation could significantly impact the overall DeFi ecosystem, especially regarding investor confidence and market stability.

The Worst Event in History of Crypto

DeFi Education • 819 implied HN points • 13 Nov 22
🔮 Crypto Blockchain Investment Regulation Economics Market Trends
  1. The FTX collapse is considered one of the biggest failures in crypto history. It involved issues with the exchange, the trading firm Alameda, and its founder, Sam Bankman-Fried.
  2. Bankruptcy and a major hack followed the collapse, causing significant losses for many investors. This situation raised concerns about the safety of funds in the crypto space.
  3. There are lessons to be learned from these events about risk management and the importance of due diligence when investing in cryptocurrencies. It's essential to be cautious and informed.

CryptoWinter is Over

Points And Figures • 266 implied HN points • 28 Feb 24
🔮 Crypto Investment Technology Regulation Market Trends
  1. CryptoWinter is over, as indicated by the strong performance of Coinbase stock and Bitcoin hitting $60k per token.
  2. Bitcoin is viewed more as a speculative instrument than a hedge against inflation or store of value, and the thawing of purse strings among crypto VCs suggests a positive shift.
  3. The emergence of physically deliverable crypto-assets, like on Bitnomial, underlines the potential for improved risk management in the crypto market, but the absence of widely used applications built on crypto remains a concern.
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Kaidro’s Pilots NFT Presale starts TODAY!

Ronin’s Newsletter • 24 implied HN points • 19 Nov 24
🔮 Crypto NFTs Blockchain Digital Assets Gaming
  1. The presale for Kaidro's Pilots NFTs starts today and runs for one day only. It's a special opportunity to buy tickets to potentially win a unique digital collectible.
  2. Each ticket costs 125 RON, and if you don't win, you'll get your money back. Make sure to grab your tickets before the presale ends tomorrow morning!
  3. These Pilot NFTs are not just collectibles; they also unlock exclusive game features and benefits within the Kaidro universe, making them valuable for players and fans alike.

Yearn Finance (Part 1 of 2) - Yes There is That Much to Cover!

DeFi Education • 2098 implied HN points • 02 Jul 21
🔮 Crypto Blockchain DeFi Investing Finance Cryptocurrency
  1. Yearn Finance is a major project in the DeFi space that offers various opportunities for earning returns. It's essential to understand its features and risks before investing.
  2. The evaluation of Yearn Finance will help you make informed decisions about potential investments. You'll learn to weigh the risk versus reward for your own financial choices.
  3. This post focuses specifically on Yearn Finance, excluding discussions about other similar projects to keep the information organized and clear.

Lifetime Value for Crypto Businesses

DeFi Weekly • 255 implied HN points • 03 Apr 23
🔮 Crypto Business Metrics Frameworks Cryptocurrency
  1. Understanding the concept of Lifetime Value (LTV) is crucial for crypto businesses as it determines how much a customer is worth in terms of fees earned over their lifetime.
  2. For different categories like chains, DEXs, lending, stablecoins, and yield aggregators, there are specific frameworks to optimize customer lifetime value based on factors like transaction size, fees applied, profit earned, and performance fees.
  3. Each crypto primitive operates similar to traditional businesses but with unique mechanics due to the nature of the crypto environment, such as the impact of costs on profits and the challenge of optimizing incentive elasticity.

SHARP? SuperChain? Layer-3s? Temporary Rollups? AHHHHHH

Cryptocurrency and Friends • 255 implied HN points • 02 Mar 23
🔮 Crypto Blockchain Ethereum Rollups
  1. Rollups on Ethereum help scale for mass adoption by utilizing trusted third parties like the bridge smart contract.
  2. Deploying off-chain systems on top of rollups can offer cost-effective execution and access to shared infrastructure.
  3. Projects deploying off-chain systems can choose between re-using the rollup's executors or appointing independent executors based on their needs.

Risk-On Indicators

DeFi Education • 659 implied HN points • 12 Jan 23
🔮 Crypto Bitcoin Ethereum Trading DeFi Market Analysis
  1. Bitcoin and Ethereum prices are showing positive signs, with Bitcoin around $19K and Ethereum over $1,400. This indicates some upward momentum in the market.
  2. The author started buying major cryptocurrencies on November 29, 2022, and noticed a lot of people beginning to follow suit. This reflects a growing confidence among investors.
  3. There's a focus on how the bottom of the market is performing today, rather than just trying to predict when it will bottom out. This perspective might help investors make smarter decisions.

Understanding How Economic Models Break Down (and a Highly Profitable Trading Strategy!)

DeFi Education • 759 implied HN points • 22 Nov 22
🔮 Crypto Blockchain Trading Economics Investing Protocols
  1. Crypto market relies on capital flow. Without enough users investing and using protocols, they can't function well.
  2. Supply and demand are key. If there's not enough capital to meet the demand, economic models can break down.
  3. Some protocols like algorithmic stablecoins can fail fundamentally. They need constant user trust and large investments, or else their value collapses.

Deal or No Deal

DeFi Education • 279 implied HN points • 02 Sep 23
🔮 Crypto Blockchain DeFi Regulation Investment Markets
  1. A new deal has been reached between DCG and Genesis, but it's not the first one; there was a similar agreement made earlier this year.
  2. The situation is complicated, with many details yet to be worked out between the parties involved.
  3. It's important to keep track of these developments, as they affect clients and the overall outcome.

DeFi Education's Greatest Hits: Twitter Edition

DeFi Education • 559 implied HN points • 28 Feb 23
🔮 Crypto Blockchain DeFi Investing Technology Regulation
  1. On-chain analysis can reveal important movements of funds, especially from high-profile wallets, and monitoring these can help with investment decisions.
  2. Institutional investors have a different approach to the market than retail investors, and understanding these differences can help avoid costly mistakes.
  3. Basic cybersecurity measures like using strong passwords and VPNs can significantly reduce the risk of getting hacked in the digital asset space.

Gresham’s Law: Bad Money Drives Out Good

DeFi Education • 1159 implied HN points • 15 May 22
🔮 Crypto Blockchain DeFi Stablecoins Liquidity Finance
  1. Gresham's Law shows that bad money tends to push out good money from the market. When people have a choice, they'll use the less valuable currency to keep the better one for themselves.
  2. In the context of decentralized finance (DeFi), imbalances in pools can affect liquidity and price stability. For instance, if one stablecoin in a pool loses its value, it can lead to issues for the whole pool.
  3. Using AMMs (Automated Market Makers) like Curve for swapping stablecoins is crucial for providing on-chain liquidity. Efficient liquidity helps maintain fair prices and trading in the crypto market.

The Ten Crypto Commandments

DeFi Education • 1298 implied HN points • 15 Mar 22
🔮 Crypto Investing Security Market Trends Decentralization Regulations
  1. Keep your crypto holdings private. Sharing this info can lead to jealousy or danger, like kidnapping.
  2. Don't trust advice from others blindly. People often share tips to pump their own investments, so research and think for yourself.
  3. Always use proper security. Avoid sharing personal info, use a VPN for transactions, and get your coins off exchanges to stay safe.

DeFi Education Q&A (April 2023)

DeFi Education • 479 implied HN points • 08 Apr 23
🔮 Crypto Blockchain Finance Technology Decentralization Investment
  1. The Q&A sessions feature experts in finance and software, sharing their knowledge. It's a great chance to learn from experienced professionals.
  2. New subscribers get a quick overview of what to expect during these Q&A sessions. They can understand the format and benefits right away.
  3. These sessions are aimed at engaging the community and answering questions, making them interactive and informative for everyone involved.

*Important* Academy Launch

DeFi Education • 739 implied HN points • 10 Nov 22
🔮 Crypto DeFi Education Investment Security Technology
  1. The Academy is designed to help people kickstart their careers in crypto by teaching them essential skills. It offers courses on investing, building, and trading in the cryptocurrency space.
  2. Joining the Academy now comes with a $100 discount for early sign-ups, giving you access to over 40 video lessons that cover crucial topics like fundamental analysis and market timing.
  3. The course is a good way to deepen your understanding of cryptocurrency, especially for those who want to keep their job while learning how to work with DAOs and build their brand.

Understanding Valuation Methods

DeFi Education • 1978 implied HN points • 30 Jun 21
🔮 Crypto Valuation Investing Decentralization Market Analysis Financial Metrics
  1. Having users is really important for a project's value. A company that has a lot of users is usually seen as more successful, even if it's not making money yet.
  2. Sales and profits are not the same thing. Just because a company makes a lot of sales doesn't mean it's actually earning money after paying all its costs.
  3. Quick valuation methods, like comparing sales and earnings, can help you understand a project’s worth. However, you should also consider user growth and how the project makes money.

Q&A, Feedback and a Degen Farm

DeFi Education • 1278 implied HN points • 05 Mar 22
🔮 Crypto DeFi Market Trends Feedback Community
  1. The authors are reaching out for feedback and want to hear from their readers. They value the comments and discussions happening online.
  2. They've been active in the DeFi space since June 2021 and have enjoyed analyzing and writing about it over the past months.
  3. Current market conditions are tough, and there has been a slowdown in new project launches.

Deep Dive: GMX

DeFi Education • 659 implied HN points • 18 Dec 22
🔮 Crypto Blockchain Tokenomics DeFi Investing
  1. GMX is considered the top performer among derivatives DEX tokens, especially after the FTX collapse. Many investors are taking a closer look at it now.
  2. The focus of the deep dive is to explore GMX's protocol design, security features, and how its tokenomics work.
  3. The post aims to help readers decide whether to invest in the GMX token or use its exchange for trading.

IMPORTANT: Tornado Cash Added To US Sanctions - $437 Million Blocked

DeFi Education • 919 implied HN points • 08 Aug 22
🔮 Crypto Blockchain Regulation Sanctions DeFi Compliance
  1. Tornado Cash has been added to the U.S. sanctions list, meaning it is illegal for U.S. citizens to engage with it in any way. This includes financial transactions or even visiting its website.
  2. Any assets held in Tornado Cash since the addition to the sanctions are considered 'tainted' and cannot be redeemed. This puts liquidity providers at risk of losing money.
  3. There are legal risks for U.S.-based Ethereum miners and exchanges that deal with Tornado Cash transactions, leading to increased compliance costs and possible changes in business operations.

What Does It Mean to Decentralise a Rollup?

Cryptocurrency and Friends • 235 implied HN points • 16 Feb 23
🔮 Crypto Blockchain Decentralization Rollups Smart Contracts Trust
  1. Decentralization in rollups is about prioritizing one honest party over a majority of validators.
  2. Rollups use a trusted third party like a smart contract instead of an honest majority to determine truth.
  3. The goal of decentralization in rollups is to empower one honest party to make decisions for the entire system in critical moments.

The 4 Problems of Airdrops

DeFi Weekly • 235 implied HN points • 26 Apr 23
🔮 Crypto Liquidity Valuations Data
  1. Decentralisation theatrics don't necessarily protect against legal issues with airdrops.
  2. Airdrops can lead to early liquidity for team members and investors, impacting valuations.
  3. Inflated user counts from airdrops may not reflect genuine user ownership or value creation.

Where to trade and invest after FTX's collapse

DeFi Education • 659 implied HN points • 14 Dec 22
🔮 Crypto DeFi Exchanges Investing Trading Tokens
  1. Decentralized derivatives exchanges (DDEX) let you trade without giving up control of your funds or sharing personal info. This can reduce risks and improve privacy for traders.
  2. DDEX platforms may become more popular as people seek safer options after issues with centralized exchanges (CEX) like FTX. More users on DDEXs could drive trading volumes and increase the value of their tokens.
  3. Choosing a good DDEX involves looking at the safety of funds, fees, and user experience. It’s important to understand how the exchange operates to avoid issues during trading.

What Will Last Long-Term: A Framework

DeFi Education • 1079 implied HN points • 21 May 22
🔮 Crypto Blockchain Market Trends Investment Strategies Decentralization
  1. It's tough to stay motivated when prices drop, but that's a common feeling in crypto. Giving up seems easy, but believing in the future is important.
  2. Many people doubt blockchain ideas, but there's real power in decentralized systems. It's a new way of doing things that requires patience.
  3. Instead of selling your investments in frustration, consider holding on for better times. Staying committed could pay off in the long run.

Signing Transactions with an Offline Computer

DeFi Education • 559 implied HN points • 05 Feb 23
🔮 Crypto Blockchain Security Wallets Transactions DeFi
  1. Using an offline computer, known as an airgapped computer, can help securely sign crypto transactions. This reduces risks from online threats.
  2. You can set up transactions on one device and sign them on another without exposing your private keys. This method is safer for handling your assets.
  3. Always verify any software you download to ensure it's safe. This can help protect your transactions from potential malware.

Deep Dive: dYdX

DeFi Education • 619 implied HN points • 29 Dec 22
🔮 Crypto DeFi Investing Trading Exchanges Tokenomics
  1. dYdX is a decentralized exchange that provides users with a way to trade cryptocurrencies safely. It's designed to be secure and reliable for trading.
  2. Investors are encouraged to assess the exchange's protocol design and tokenomics before investing or trading. Doing thorough research helps to make informed decisions.
  3. The insights provided aim to guide users in exploring alternative exchanges following events like the FTX collapse, ensuring they can find trustworthy platforms.

Stacks gets a big upgrade: Nakamoto and sBTC

The Held Report • 11 implied HN points • 14 Dec 24
🔮 Crypto Bitcoin DeFi Technology Investing Blockchain
  1. The Nakamoto upgrade makes the Stacks network faster and more reliable. With quicker transaction confirmations, users can expect to see their transactions completed much more quickly than before.
  2. sBTC will enable a secure way to bring Bitcoin into the Stacks ecosystem. This means Bitcoin can be used in new and exciting decentralized applications without the usual risks.
  3. The growth of Bitcoin DeFi is gaining attention thanks to upgrades like Nakamoto and sBTC. These changes will help developers create innovative applications that take advantage of Bitcoin's capabilities.

The DeFi Roundup (February 25, 2023)

DeFi Education • 519 implied HN points • 26 Feb 23
🔮 Crypto DeFi Market Analysis Investing Strategies Technology Trends Blockchain
  1. There was a market update with a recommendation to reduce risk for those who had invested heavily during the recent cycle. It seems ETH was trading around $1700.
  2. The post often shares insights on the DeFi market, indicating that it doesn't usually express an overall market view but does when it considers it important.
  3. The content is intended for paid subscribers, suggesting there might be more valuable insights available for those who choose to subscribe.