The hottest Crypto Substack posts right now

And their main takeaways
Category
Top Crypto Topics

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.

Security or Commodity?

Points And Figures • 479 implied HN points • 11 Oct 24
🔮 Crypto Regulation Investing Digital Assets Market Trends Innovation
  1. The ongoing legal battle between Bitnomial Exchange and the SEC is crucial in determining whether $XRP is classified as a security or a commodity. This could impact how all digital assets are regulated in the future.
  2. $XRP is argued to be similar to traditional currencies like the US Dollar, functioning as a medium of exchange without the characteristics of a security, which usually includes dividends or voting rights.
  3. The SEC's actions are perceived as an overreach to expand its regulatory powers, and many believe that a ruling favoring Bitnomial could help protect the crypto industry and promote innovation.

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.
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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 DEX 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.

When Mathematical Reality Kicks "HODLers" In The Nuts

QTR’s Fringe Finance • 41 implied HN points • 04 Nov 25
🔮 Crypto Bitcoin Investing Market Analysis Economic Theory Financial trends
  1. Believing in Bitcoin's long-term value doesn't mean it will always go up. Even big supporters can face tough financial situations and sell their holdings when needed.
  2. Many people think Bitcoin is held tightly by loyal investors who will never sell it. However, this isn't entirely true, as market conditions can make anyone reconsider.
  3. Economic realities can challenge beliefs. When the market gets tough, even strong convictions can crumble, showing that math and financial facts are important.

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.

Yearn Finance (Part 2 of 2) - Valuation, Issues, Risks and More

DeFi Education • 1858 implied HN points • 07 Jul 21
🔮 Crypto Blockchain DeFi Investing Valuation Risks
  1. Yearn Finance has different ways to determine its value, and it's important to think about how fast it might grow in the future.
  2. You need to make key assumptions about the long-term growth rate and how much you should invest.
  3. There are some specific risks and issues that come with investing in Yearn Finance that people should be aware of.

The Cryptolaw Bill of Rights

Lex_Node's Official CryptoLaw Newsletter • 137 implied HN points • 07 Jan 24
🔮 Crypto
  1. The Cryptolaw Bill of Rights emphasizes the absolute right to create, publish, and use autonomous cryptosystems.
  2. Individuals have the right to privacy, anonymity, and control over assets within autonomous cryptosystems.
  3. Users of autonomous cryptosystems have the right to engage in civil disobedience, and enter into agreements while exercising control over assets.

The Meditation Token: OHM

DeFi Education • 1698 implied HN points • 29 Aug 21
🔮 Crypto Blockchain Tokens Investment Education Market Analysis
  1. The Meditation Token, or OHM, has gained attention in the cryptocurrency market. It's important to research and understand its benefits and risks before investing.
  2. It's advised to focus on one specific market to become an expert rather than trying to invest in every available option.
  3. Always assess the risk and reward of any investment, as not every opportunity will be right for you.

The Lawyers are Coming

DeFi Education • 979 implied HN points • 18 Jun 22
🔮 Crypto Regulation Investment Technology Industry Market Trends
  1. Lawyers are becoming more involved in the industry due to recent problems. Their rising presence is creating a new field of work.
  2. Several failures and collapses have pushed the need for legal support in business matters. This has led to more legal cases being opened.
  3. As the legal landscape evolves, businesses should be aware of potential legal issues. It's important to stay informed and prepared for any changes.

Operation Leviosa

Ronin’s Newsletter • 307 implied HN points • 09 Jan 25
🔮 Crypto NFT Gaming Blockchain Web3 Finance
  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.

The Otonomist - June 2023 Issue

The Otonomist • 379 implied HN points • 29 Jun 23
🔮 Crypto Contracts Community
  1. Smart contracts can prevent disputes in business dealings by enforcing agreements through code.
  2. The Marshall Islands DAO LLC is a unique legal entity blending aspects of DAOs and LLCs.
  3. Efforts are being made to educate lawmakers and the wider community on the importance of digital assets in promoting democracy.

How stablecoins could fail

Alex's Personal Blog • 131 implied HN points • 24 Jun 25
🔮 Crypto Stablecoins Blockchain Digital Currency Financial Systems Tokenization
  1. Stablecoins have some big problems that could make them fail as a trustworthy form of money. They don't always act like regular money should, which can confuse users.
  2. One major issue is that different stablecoins can trade at different values, just like different brands of the same product. This makes it hard for people to think of them as interchangeable.
  3. Despite their problems, stablecoins are still popular in places where local money is unstable. People keep using them, but we need to be careful about how they are designed and regulated.

Anatomy of a Narrative

DeFi Education • 739 implied HN points • 04 Oct 22
🔮 Crypto Investing Assets Narratives Market Analysis Decentralization
  1. Storytelling is really important in investing. It can help make a company seem more valuable even if the numbers don't add up.
  2. People often make quick decisions based on emotions rather than cold hard facts. This means understanding the narrative behind an investment is key.
  3. It's important to balance narrative and data when investing. Too much focus on one can lead you to miss opportunities or take on more risk.

Altcoin Report - April 2023

Crypto is Easy • 216 implied HN points • 07 Apr 23
🔮 Crypto Data Storage Network Infrastructure
  1. Distributed data storage platforms offer ownership of data and infrastructure without the usual trade-offs.
  2. These platforms allow users to monetize their unused storage capacity and services, creating opportunities for cost savings and potential profits.
  3. The emergence of tokenized solutions like Filecoin, Arweave, STORJ, and Sia showcases a shift towards decentralized data storage networks in Web 3.0.

The History of DeFi

DeFi Education • 1218 implied HN points • 08 Feb 22
🔮 Crypto Blockchain Decentralization Finance Digital Assets Innovation
  1. Bitcoin is the foundation of crypto and DeFi, starting in 2009. It's important to learn about Bitcoin to understand everything that followed.
  2. Ethereum followed Bitcoin and introduced smart contracts, which allowed DeFi technologies to grow. This innovation opened doors for many other projects.
  3. DeFi has evolved significantly, with innovations like MakerDAO for stablecoins and automated market makers like Uniswap. The future will focus on cross-chain liquidity and expanding DeFi beyond just Ethereum.

RWA Deep Dive: Centrifuge

DeFi Education • 1079 implied HN points • 07 Apr 22
🔮 Crypto Blockchain Assets Lending DeFi Finance
  1. Centrifuge connects real-world assets to blockchains. It helps digital assets become loans using real things like invoices.
  2. The main product, Tinlake, helps create lending markets based on tokenized assets. This makes it easier for businesses to get financing.
  3. Centrifuge is part of a growing trend to bring traditional finance and blockchain together. This could change how we think about loans and investments.

Frog Nation Series: Wonderland Money (TIME)

DeFi Education • 1278 implied HN points • 09 Jan 22
🔮 Crypto Blockchain DeFi Investing Tokens Market Trends
  1. Wonderland Money (TIME) is built on the Avalanche Network and is a popular version of another project called OHM. It has a large market cap, making it one of the most successful forks.
  2. TIME is considered a 'stablecurious coin', which means it tries to maintain a stable value in the market. Its value is closely watched by investors.
  3. This content is meant for paid subscribers, indicating that it offers in-depth information not available to the general public. If you want more insights, you need to subscribe.