The hottest Cryptocurrency Substack posts right now

And their main takeaways
Category
Top Technology Topics
The Lunacian 782 implied HN points 06 Mar 25
  1. Axie Infinity: Atia's Legacy is a new MMO set in its unique universe where players can explore and create communities. It's designed for both mobile and PC gaming.
  2. Players can pre-register for play testing and earn rewards by referring friends and creating content. This will start around Summer 2025.
  3. The game will feature squad-based combat, dynamic progression, and social interactions, all focusing on player-owned assets to enrich the gaming experience.
Read Max 2529 implied HN points 21 Feb 25
  1. Amazon now has creative control over the James Bond franchise, which worries some fans about the future direction of the films. There's a concern that Bond might lose its unique identity under a corporate-driven approach.
  2. There’s a growing debate about the rise of cryptocurrency and the potential risks involved, especially as many people have been hurt by scams. Some politicians may benefit from supporting crypto now but might need to shift to stricter regulations in the future.
  3. Many young men are investing in cryptocurrencies, aligning more with pro-crypto views, which is creating a challenge for Democrats who don't support crypto. If a market crash happens, this supportive group might quickly turn against it.
Brad DeLong's Grasping Reality 292 implied HN points 21 Jun 25
  1. Congress is considering allowing companies to create their own currencies through stablecoins, which could lead to financial chaos like what happened in the past.
  2. There are concerns that regulators may struggle to manage the many stablecoins that could flood the market, posing a risk to the economy.
  3. Instead of issuing more currencies, a better approach might be to adopt practices from the European Union to focus on reducing fees and helping consumers without overloading regulators.
The Future, Now and Then 471 implied HN points 16 Feb 25
  1. The concept of a 'network state' is about online communities using blockchain to create their own governments, but it seems unrealistic and poorly thought out.
  2. Balaji Srinivasan, the author, doesn't fully understand what a government should do or the difference between communities and states, focusing instead on tech and crypto ideas.
  3. Despite the book's flaws, it's important to recognize that wealthy tech leaders are taking these ideas seriously, which could pose real risks to society.
The Pomp Letter 559 implied HN points 17 Oct 24
  1. The US dollar's purchasing power has decreased by 50% over the last 30 years due to inflation. This means you can buy much less with a dollar today compared to what you could in the past.
  2. Despite wage increases, the average worker is effectively earning less after adjusting for inflation. This creates a situation where even though you might see more money in your paycheck, it doesn't go as far as it used to.
  3. Many people are looking for alternative ways to store value, like Bitcoin, as traditional currencies lose purchasing power and some goods continue to rise in price.
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Points And Figures 692 implied HN points 05 Feb 25
  1. The idea of a Strategic Wealth Fund (SWF) and a Strategic Bitcoin Reserve (SBR) is seen as bad because they could go against individual freedoms and lead to misuse of taxpayer money.
  2. Government can't truly invest money; it can only spend what it collects from taxes or borrows. This means investments made by the government aren't genuine investments.
  3. Bitcoin is still mostly potential and hasn't proven its real-world value. Critics argue that despite years of development, it lacks practical uses in everyday life.
In My Tribe 212 implied HN points 02 Jun 25
  1. Closing the FCC could be beneficial, as it often invents new reasons to exist. Some of its functions could be better managed by other government departments.
  2. Trump's idea to make Freddie Mac and Fannie Mae public while keeping government guarantees could lead to problems. This could mean private companies profit while taxpayers take on the risks.
  3. There's some hope in the economy as service costs are stabilizing, suggesting capitalism might be doing better than thought. This could mean a brighter future for the middle class.
Fintech Business Weekly 59 implied HN points 15 Jun 25
  1. Circle and Chime recently went public, and their early trading performance suggests a strong market interest in fintech companies right now.
  2. Circle makes most of its money from interest on reserves, but predicting short-term rates is really tricky, which could impact its future performance.
  3. Coinbase has introduced a new credit card that offers users the chance to earn Bitcoin back on purchases, showing how the crypto market is expanding with exciting product options.
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.
Brad DeLong's Grasping Reality 222 implied HN points 06 Jun 25
  1. Elon Musk's influence on investments shows that value now often comes from social dynamics and celebrity power rather than traditional financial metrics. His tweets can drive prices up just because many people decide to buy into his hype.
  2. The rise of assets like GameStop and Dogecoin highlights a new way people coordinate their purchases online, often based on collective agreement rather than a solid analysis of the underlying value.
  3. Money and value are becoming less about concrete assets and more about social perceptions and internet culture. As social media evolves, how we view and use money is changing too.
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.
Ronin’s Newsletter 86 implied HN points 07 Feb 25
  1. SuperVerse is a big community of Web3 gaming fans, coming together to improve gaming experiences. It's all about connecting players and creators from all over the world.
  2. The $SUPER token is important for SuperVerse. It will help with in-game events and rewards, making the gaming experience even better.
  3. In 2024, SuperVerse created a cool in-game quest with Pixels and introduced a character based on a community member. They plan to do even more fun activities together in the future.
The Lunduke Journal of Technology 2297 implied HN points 10 Feb 25
  1. A big survey is happening to gather data on tech workers' preferences and opinions. It asks about topics like programming languages, operating systems, and even personal beliefs.
  2. Everyone's answers will be anonymous, and you can choose which questions to answer. This approach aims to collect honest and diverse opinions.
  3. More participation leads to better data. The survey from last year had over 7,200 responses, and the goal is to get even more this time.
Where's Your Ed At 24184 implied HN points 30 Aug 23
  1. The man in the arena speech by Theodore Roosevelt emphasizes the importance of taking action over criticism.
  2. Chamath Palihapitiya symbolizes a detrimental mindset in Silicon Valley of valuing image over actual value creation.
  3. The tech industry's obsession with funding specific kinds of founders and companies has created a harmful monoculture that prioritizes profit over societal impact.
Points And Figures 719 implied HN points 02 Dec 24
  1. The financial market regulation in the U.S. is complicated and outdated, with many agencies like the SEC and CFTC often conflicting with each other. This can lead to innovation being stifled.
  2. There are concerns that some regulators, like Gary Gensler, may be overly controlling and negatively impact innovative companies, especially in the emerging cryptocurrency space.
  3. Many believe that simplifying the regulatory structure to have one main regulator could boost competition and innovation, but achieving this change seems very challenging.
Where's Your Ed At 20772 implied HN points 26 Sep 23
  1. Investing in NFTs as a way to own unique digital assets may not guarantee value or ownership of intellectual property.
  2. Many NFT projects overpromise benefits like voting power and ownership in the company, leading to unfulfilled expectations.
  3. The NFT industry is often characterized by scams, fake transactions, and inflated values, preying on the desperation of people seeking investment opportunities.
Taylor Lorenz's Newsletter 2955 implied HN points 18 Oct 24
  1. The Rizzler is a popular third grader who went viral on social media and maintains a normal life despite his fame. His dad supports him but has no plans to push a long-term online career for him.
  2. Using tech like 'dumb phones' won't solve problems with technology use; people need to learn how to manage their time and choices better instead. It’s more about personal control rather than blaming gadgets.
  3. Sam Altman is trying to make an eye-scanning orb a reality for verifying identities with AI, although it's facing challenges like getting people to use it. They're now offering delivery for these orbs, similar to food delivery.
Ronin’s Newsletter 73 implied HN points 25 Jan 25
  1. The Ronin Wallet now has a Discovery feature that lets you easily find and explore games and dApps within the Ronin ecosystem. This makes it quick and easy to jump into your favorite activities.
  2. You can track trending NFT collections in real-time with the new Discovery feature. It helps you stay updated on what's popular, so you never miss out.
  3. Make sure to update your Ronin Wallet to access the latest features. Keeping your wallet up-to-date ensures you get the best experience possible.
Chartbook 1101 implied HN points 25 Jan 25
  1. Eurodollars are dollars held and used outside the US, which allow businesses around the world to conduct transactions without relying solely on the US banking system. This system grew because companies wanted to avoid US regulations and sanctions.
  2. Stablecoins, like eurodollars, are dollar-linked assets that facilitate transactions, providing a bridge between cryptocurrency and traditional money. They promise to maintain a value equal to the US dollar, similar to how eurodollars work.
  3. The future of stablecoins may involve replacing eurodollars in global finance, but their stability and growth depend on stronger backing systems and regulatory support to avoid issues that have affected both eurodollars and cryptocurrencies.
Where's Your Ed At 10237 implied HN points 01 Nov 23
  1. Gemini's
  2. Earn
  3. program misled customers into investing in risky lender Genesis Capital.
  4. The NY Attorney General filed a significant fraud suit against Gemini, Genesis, and Digital Currency Group for misleading customers and covering up losses.
  5. The Winklevoss twins actively deceived customers, putting billions of dollars into an unstable lender and reaping profits while customers faced losses.
The Lunacian 138 implied HN points 08 Jan 25
  1. Ronin Waypoint is integrated into App.axie, making it easier to switch between wallets. You can manage your assets without visiting other sites.
  2. There are no gas fees for up to 10,000 transactions daily when using Ronin Waypoint on App.axie. This helps save money while trading.
  3. A new UI card shows the status of your axies, including evolution and offering details. It makes tracking your axies much simpler.
Doomberg 5270 implied HN points 17 Mar 24
  1. In the stock market, rapid swings in market value can be astonishing, such as Nvidia's $270 billion intraday swing – highlighting the unpredictable nature of markets.
  2. Rampant speculation in assets like Bitcoin can be a sign of impending currency devaluation, drawing parallels to historical financial crises like the Weimar Hyperinflation.
  3. Michael Saylor's aggressive strategy of leveraging debt to buy Bitcoin with MicroStrategy serves as a unique case study of riding high in the volatile crypto market, showcasing the power of 'pumpamentals.'
Snowball 1965 implied HN points 14 Jan 24
  1. Investing in a Monaco monopoly like SBM can be interesting due to its history and unique position.
  2. The French government agency SISSE has the power to block international investors; exploring its role can be informative.
  3. The SEC's approval of Bitcoin ETFs marked a significant moment, raising questions about the future of decentralized finance and traditional finance.
Altered States of Monetary Consciousness 1076 implied HN points 11 Dec 24
  1. The investment world can be likened to a wrestling league where different assets compete for your money. Each asset has its own story or gimmick to attract investors, just like wrestlers have unique personas.
  2. Bitcoin is often seen as a rebellious fighter trying to challenge the dominance of the US dollar, but it also plays a tricky game of pretending to be both a currency and an investment asset. This duality creates confusion about its true value and purpose.
  3. Like wrestling matches, the market can be influenced by emotions and narratives. The way assets are portrayed and the stories built around them affect how people perceive their worth and make investment decisions.
Points And Figures 506 implied HN points 22 Oct 24
  1. Cryptocurrency operates under economic principles just like any other market. If costs to create or maintain it exceed profits, it won't succeed.
  2. A recent study highlights that cryptocurrencies may struggle to scale due to high security costs, making them potentially less efficient than traditional financial systems.
  3. While cryptocurrencies aimed to remove the need for legal systems and intermediaries, they still require a level of trust that can be expensive and complex to maintain.
Behavioral Value Investor 282 implied HN points 26 Nov 24
  1. The author took a break from writing because it felt too scheduled and stressful, but now plans to write when inspired instead. This way, they can share better insights without pressure.
  2. There's a lot of strange behavior in today's markets, like people paying an outrageous amount for a banana or a company being valued more than its actual Bitcoin holdings. It shows how market psychology can be very irrational.
  3. Many financial indicators are warning signs of problems ahead, but people often ignore them because the current trends seem to last. It’s important to recognize these warnings to avoid repeating past mistakes in investing.
Astral Codex Ten 4336 implied HN points 12 Mar 24
  1. Academic teams are working on fine-tuning AIs for better predictions, competing with the wisdom of crowds.
  2. The use of multiple AI models and aggregating predictions may be as effective as human crowdsourced predictions.
  3. Superforecasters' perspectives on AI risks differ based on the pace of AI advancement, showcasing varied opinions within expert communities.
In My Tribe 470 implied HN points 26 Jan 25
  1. Cryptocurrencies like Bitcoin can be compared to chain letters, where early participants may make money while later ones might lose everything. It only works as long as new buyers keep joining in.
  2. The American dollar, being a fiat currency, also operates like a chain letter. It's based on trust and belief rather than a physical backing, and its value can decline over time.
  3. Some people view Bitcoin as a safe way to protect against inflation, but switching from the US dollar to Bitcoin may not solve the fundamental issues with trust and value in these systems.
QTR’s Fringe Finance 32 implied HN points 24 Jan 25
  1. Cryptocurrency is becoming a major focus in the U.S., especially with recent government actions. This could be a sign of big changes in the stock market ahead.
  2. President Trump supports crypto by promoting regulations and aiming to make the U.S. a leader in this industry. This includes plans for a national Bitcoin reserve.
  3. There is still uncertainty about the long-term value of cryptocurrencies. People are wondering if they will actually be useful or if they might fail completely.