The hottest Cryptocurrency Substack posts right now

And their main takeaways
Category
Top Technology Topics

Mantic Monday: Groundhog Day

Astral Codex Ten • 15623 implied HN points • 03 Mar 26
đź•ą Technology Cryptocurrency
  1. The Pentagon’s “supply chain risk” label briefly knocked Anthropic’s predicted value but markets quickly rebounded, implying legal challenges, big-cloud partnerships, and publicity make the company unlikely to be crippled.
  2. Republican efforts to tighten voting rules and a rumored executive order raise real disruption risks for the midterms, but courts and prediction markets expect limited mass disenfranchisement and still tilt toward Democratic gains in Congress.
  3. Prediction markets are shifting toward hedging and financial products, with crypto-based platforms like MNX targeting AI and real-world risk hedges, and markets are already being used to price geopolitical events like the Iran conflict.

International financial anarchy

Noahpinion • 27294 implied HN points • 01 Feb 26
đź’° Finance Cryptocurrency
  1. Gold has re-emerged as the main safe-haven asset, with central banks and investors buying it, while Bitcoin has not behaved like “digital gold” during recent turmoil.
  2. The dollar’s international roles — payments, reserves, and collateral — are distinct, and because currencies can be swapped quickly, using the dollar for payments doesn’t necessarily force large reserve holdings; building non-dollar payment systems makes de-dollarization easier.
  3. China’s push to expand yuan payments and accumulate gold could enable a challenge to the dollar, but China hasn’t shown a clear desire to replace it, and a change in reserve currency wouldn’t automatically revive U.S. manufacturing — policy choices matter more.

Shocking Stats About Your Purchasing Power And The US Dollar

The Pomp Letter • 559 implied HN points • 17 Oct 24
đź’° Finance Cryptocurrency
  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.

Entering the Bearhole

DeFi Education • 1218 implied HN points • 04 Aug 24
đź’° Finance Cryptocurrency
  1. It's tough to decide when to take profits during a bull market because people often fear missing out on more gains.
  2. Investors might take on more risk when their long-term investments are doing well, which can lead to mistakes.
  3. Being aware of your emotions and market psychology can help you make better financial decisions.

Economics Links, 1/27/2026

In My Tribe • 258 implied HN points • 27 Jan 26
đź’° Finance Cryptocurrency
  1. A very large, concentrated holder of Bitcoin could be forced to sell if prices fall to its average cost, and such selling could trigger a damaging price spiral and liquidity crunch.
  2. The biggest long-term drop in women’s unpaid housework came from moving cooking into the market, and physical attractiveness also yields measurable advantages in pay and workplace evaluations.
  3. High and rising public debt could undermine investor confidence and a spike in interest rates might cascade into a broad financial crisis, but rapid GDP gains from transformative technologies could make today’s debt seem trivial even as they disrupt the labor market and reduce participation.
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You Are Not The Man In The Arena

Where's Your Ed At • 24184 implied HN points • 30 Aug 23
đź•ą Technology Cryptocurrency
  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.

Monkey Laundering

Where's Your Ed At • 20772 implied HN points • 26 Sep 23
đź’Ľ Business Cryptocurrency
  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.

Axie and Ragnarok are joining forces in Axie Dungeon!

The Lunacian • 414 implied HN points • 04 Dec 25
đź•ą Technology Cryptocurrency
  1. The Axie Dungeon is now open in Ragnarok Online, where players can fight monsters to earn rewards like RON and Axie Coins. It's a limited-time event from December 4 to January 8.
  2. To participate, players need to talk to Professor A in Prontera and accept a mission to enter the dungeon. You can fight alone or in a party up to five players.
  3. Only players with a Season 9 Battle Pass can earn RON while playing, but everyone can join for free and collect other seasonal items.

❄️ 🎰 Investir dans un monopole monégasque ? Où acheter les ETF Bitcoin ?

Snowball • 1965 implied HN points • 14 Jan 24
đź’° Finance Cryptocurrency
  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.

Markets & Memes (Update Post)

DeFi Education • 1298 implied HN points • 08 Mar 24
đź”® Crypto Cryptocurrency
  1. The S&P 500 is hitting new record highs, which is positive for traditional finance markets.
  2. Bitcoin ETFs are seeing more investment, indicating a growing interest in cryptocurrencies.
  3. Coinbase's stock has risen significantly, showing strong performance in the crypto market.

Can analysis ever be automated?

benn.substack • 1150 implied HN points • 01 Aug 25
đź•ą Technology Cryptocurrency
  1. Automating analysis is tricky because we can't confirm if the results are accurate without understanding how they were made. This means we often have to trust the source instead of verifying the information ourselves.
  2. AI can create complex spreadsheets or charts but we can't easily check their correctness. Unlike other software, we can’t just test if a chart 'works' without digging deeper into its creation.
  3. In finance, companies are using strategies like buying crypto to boost their stock prices, even if these tactics seem irrational. This shows that sometimes getting attention matters more than the actual business fundamentals.

Oh, Lucky Man!

Daniel Pinchbeck’s Newsletter • 10 implied HN points • 02 Mar 26
đź’° Finance Cryptocurrency
  1. Howard Lutnick runs Cantor Fitzgerald, which now serves as the main custodian and broker linking Tether-style stablecoins to US Treasury debt, and stands to earn large ongoing fees as that bridge. This gives his firm a central role in moving crypto liquidity into government securities.
  2. Lutnick has a history of aggressive, self‑interested business behavior and close ties to controversial figures like Brock Pierce, Steve Bannon, and Jeffrey Epstein, and he’s been accused of lying and positioning his firm to profit from government policies. These patterns suggest his influence mixes private gain with public policy.
  3. Forcing stablecoins to hold Treasuries (via laws like the GENIUS Act) funnels crypto money into government debt, can reduce credit available to ordinary businesses, act like a backdoor CBDC, and concentrate financial control among billionaires and their firms. That structural shift could reshape who controls liquidity and credit in the economy.

Exclusive: Amazon's new James Bond script

Read Max • 2529 implied HN points • 21 Feb 25
🇺🇸 U.S. Politics Cryptocurrency
  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.

A Billion-Dollar Fraud In Plain Sight

Where's Your Ed At • 10237 implied HN points • 01 Nov 23
đź’° Finance Cryptocurrency
  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 Great Tech Demographic Survey of 2025

The Lunduke Journal of Technology • 2297 implied HN points • 10 Feb 25
đź•ą Technology Cryptocurrency
  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.

Don't Lose Your Hyperliquid Airdrop!

DeFi Education • 539 implied HN points • 08 Apr 24
đź”® Crypto Cryptocurrency
  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!

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 119 implied HN points • 21 Jul 24
đź’° Finance Cryptocurrency
  1. Investing in the stock market during election years is usually a good idea, as many years have shown positive returns regardless of who wins.
  2. Mark Cuban suggested that a Trump presidency could benefit Bitcoin and crypto businesses, mentioning that lower tax rates and business-friendly regulations could boost prices.
  3. Amazon's Prime program remains very popular, with many members sticking around for years, which supports the company’s strong sales during events like Prime Day.

2023 Year-in-Review

DeFi Education • 1079 implied HN points • 28 Dec 23
đź”® Crypto Cryptocurrency
  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.

My afternoon with The Rizzler

Taylor Lorenz's Newsletter • 2955 implied HN points • 18 Oct 24
đź•ą Technology Cryptocurrency
  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.

Winner Takes All

Doomberg • 5270 implied HN points • 17 Mar 24
đź’° Finance Cryptocurrency
  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.'

Is Elon Musk the Anti-Christ?

Break Free with Karen Hunt • 1474 implied HN points • 26 Jul 23
đź•ą Technology Cryptocurrency
  1. Elon Musk is utilizing AI and technology to potentially control and surveil every aspect of human life.
  2. Musk's empire includes SpaceX, Neuralink, Starlink, and Dogecoin, indicating a quest for power and control.
  3. There are concerns regarding Musk's ambitions to dominate space, connect humanity to AI, and collect vast amounts of data.

❄️ 🔧 Mes 38 outils préférés pour gérer vos finances personnelles

Snowball • 1356 implied HN points • 17 Mar 23
đź’° Finance Cryptocurrency
  1. The post shares 38 favorite tools for managing personal finances including budget tracking, investment research, and ETF investing.
  2. The tools cover various aspects such as budget management, investment strategies, tracking investments, and finding information on companies and markets.
  3. There are tools for managing subscriptions, finding forgotten bank accounts, simulating compound interests, assessing insider trading activities, tracking crypto portfolios, and more.

Michael Hudson: Why the US banking system is breaking up

Geopolitical Economy Report • 1275 implied HN points • 12 Mar 23
đź’° Finance Cryptocurrency
  1. The US banking system is facing a significant crisis due to the consequences of past actions, like the 2009 bank bailout and the quantitative easing measures that followed.
  2. Rising interest rates are causing bond prices to fall, which is putting pressure on banks as their assets decrease in value against deposit liabilities.
  3. The current banking crisis is reminiscent of past financial failures, like the savings and loan crisis in the 1980s, and is exacerbated by factors like the cryptocurrency wave and derivatives trading.

Mantic Monday 3/11/24

Astral Codex Ten • 4336 implied HN points • 12 Mar 24
đź•ą Technology Cryptocurrency
  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.

Weekend Thoughts: Coinbase $COIN

Yet Another Value Blog • 1159 implied HN points • 19 Jun 23
đź’° Finance Cryptocurrency
  1. Coinbase is facing serious challenges posed by an SEC suit that could potentially put the company out of business.
  2. The primary defense of Coinbase against the SEC is the hope that Congress will change laws to save them, but this could lead to increased competition and challenges for the company.
  3. Even if Congress were to change laws to make crypto trading legal, it could have negative consequences for Coinbase's business by opening the door to strong competition and impacting its unique revenue streams.

Post "Sell The News" Market Update

DeFi Education • 639 implied HN points • 21 Jan 24
đź’° Finance Cryptocurrency
  1. Selling Bitcoin soon after a major news event might be smart, as prices often peak at these moments. It's a common strategy to buy when news is expected and sell when it's delivered.
  2. Consider converting your Bitcoin into dollars or stablecoins if you anticipate a price drop. That's a way to secure your profits.
  3. Keep an eye on market updates and predictions, as they can help inform your trading decisions. Staying informed is crucial in the fast-moving crypto space.

Origins S14 is LIVE!

The Lunacian • 506 implied HN points • 06 Aug 25
đź•ą Technology Cryptocurrency
  1. Origins S14 is now live, offering players a chance to win part of an 80K AXS prize pool and an Origins axie.
  2. The leaderboard has changed, now only the top 2,000 players will earn increased AXS rewards, making it more competitive.
  3. Collectible chest rewards have increased from 7,000 AXS to 10,000 AXS, giving players more incentives to participate.

Anatomy of a Cryptocurrency Scam Operation

Practical Security • 116 HN points • 29 Jun 24
đź”® Crypto Cryptocurrency
  1. Be cautious of scams promising quick profits with minimal investment; if you can't withdraw transferred funds without additional payments, it's likely a scam.
  2. Watch out for unrealistic returns like earning $200,000 in a day; legitimate investments rarely yield over 200% returns so quickly.
  3. Avoid schemes that only accept deposits but don't allow withdrawals, ultimately causing losses and preventing you from accessing your initial funds.