The hottest Cryptocurrency Substack posts right now

And their main takeaways
Category
Top Technology Topics
muk’s Newsletter 0 implied HN points 16 Sep 23
  1. Bitcoin may be under a possible 51% attack, which can provide attackers with the power to reverse transactions and control block production.
  2. Understanding the basics of Nakamoto Consensus helps in comprehending the vulnerability to 51% attacks in Bitcoin and the importance of hashpower in the network.
  3. A 51% attacker can aim to gain 100% control over block rewards by manipulating block production and slowly squeezing out other miners, posing a threat to the open nature of the network.
Coin Metrics' State of the Network 0 implied HN points 09 Jan 24
  1. The cryptocurrency market eagerly awaits the launch of a spot Bitcoin ETF, marking a historic milestone.
  2. BTC spot trading volumes are affected by ETF anticipation, surging back with potential ETF launches on the horizon.
  3. The volatility and return characteristics of digital assets like BTC are evolving, showcasing their potential role in diversified investment portfolios.
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LN Markets’ Newsletter 0 implied HN points 03 Jul 23
  1. The evolution of Oracle-Based Conditional payments involved the collaborative efforts of many individuals, starting with Dryja's original application idea.
  2. Adaptor signatures are a key concept in Oracle-Based Conditional payments, allowing for the encryption of signatures without revealing the actual signature.
  3. The proposal of ObC payments introduces the use of BLS signatures, optimizing efficiency through the interaction between BLS signatures, identity-based encryption of Schnorr's signature.
Money in Transit 0 implied HN points 23 Oct 23
  1. Different payment providers are constantly innovating and competing with traditional credit card schemes like Visa and Mastercard.
  2. Building resilient payment systems involves anticipating and mitigating potential outages from third party providers.
  3. Engineering payment systems correctly provides a better understanding of customer behavior and improves fraud detection capabilities.
Fprox’s Substack 0 implied HN points 20 Feb 23
  1. There are new instructions for hash functions like SHA-2 and SM3 in the RISC-V vector cryptography extension.
  2. The Zvkb extension includes instructions for bit manipulation like bit and byte reversal, vector rotations, and carry-less multiplication.
  3. The vector cryptography extensions have specific encodings within the opcode spaces, making them incompatible with certain future extensions.
The Otonomist 0 implied HN points 31 Jan 24
  1. Central Bank Digital Currencies (CBDCs) can give governments too much power over individuals' financial activities and privacy.
  2. CBDCs aim to replace physical cash with digital currency issued by central banks, potentially streamlining payment systems and enhancing financial inclusion.
  3. Concerns about CBDCs include privacy risks, security vulnerabilities, and the potential for state control over spending and savings.
Ronin’s Newsletter 0 implied HN points 10 Feb 24
  1. Sponsored transactions are being introduced on Ronin mainnet with the Neo upgrade and Miko hardfork.
  2. Sponsored transactions involve one address making a transaction that is paid for by another, offering new possibilities for game studios and players in Web3 gaming.
  3. The Neo upgrade and Miko hardfork are scheduled for February 26th at 7:00 UTC, so validators and RPC node operators should upgrade to Neo before that date.
Coin Metrics' State of the Network 0 implied HN points 13 Feb 24
  1. Avalanche is a blockchain network with unique architecture and features like subnets, making it versatile for a wide range of applications like DeFi and gaming.
  2. The AVAX token is central to Avalanche, used for transaction fees, network security through staking, and has shown notable success with market capitalization peaking at $30B.
  3. Avalanche's consensus mechanism, called Avalanche Consensus, is structured to handle high throughput with fast transaction speeds, enhanced scalability, and a permissionless approach different from traditional blockchains.
Ronin’s Newsletter 0 implied HN points 16 Feb 24
  1. Decentralization fortifies Ronin's security by distributing power and control across multiple participants, reducing vulnerabilities.
  2. Decentralization on Ronin aims for antifragility, ensuring the protocol can thrive even without the core team, but there are trade-offs like slower processes.
  3. Ronin is progressively enhancing decentralization with roles like validators, governors, and game developers each playing key parts in maintaining a resilient network.
James Ledbetter's FIN 0 implied HN points 18 Feb 24
  1. Bitcoin's mining fees are halved approximately every four years, impacting the currency's supply and value. This reduction in mining rewards plays a significant role in the dynamics of the cryptocurrency market.
  2. After the closure of Mint, several contenders, like YNAB, Simplifi, and Monarch Money, aim to fill the gap in personal finance management. These successors are exploring new revenue models and innovative features to attract users.
  3. The evolution of personal finance tools includes trends like access to advisors, integration of artificial intelligence, and customization for various financial situations. These advancements aim to enhance user experience and offer valuable financial planning insights.
Splitting Infinity 0 implied HN points 15 Oct 23
  1. Public goods are resources that are nonexcludable and nonrivalrous, and modern technology is making some private goods resemble public goods.
  2. Mechanisms for funding public goods face challenges like the free-rider problem and impossibility theorems regarding efficiency, incentive compatibility, individual rationality, and budget balance.
  3. Different mechanisms like assurance contracts, Vickrey-Clarke-Groves mechanism, quadratic funding, lotteries, and the Lindahl process aim to address the public goods funding problem, each with its own strengths and challenges.
Coin Metrics' State of the Network 0 implied HN points 27 Feb 24
  1. The Total Cost to Attack (TCA) metric introduced in the research is a valuable tool for assessing the economic viability of potential threats to Bitcoin and Ethereum networks.
  2. Analyzing the economics of potential attacks on blockchain networks highlights significant economic disincentives for attackers, with the costs to compromise Bitcoin ranging from $5B to $20B and Ethereum's cost estimated around $34 billion, proving to be prohibitively high.
  3. The study emphasizes the security mechanisms of major blockchain networks like Bitcoin and Ethereum, indicating a promising future for the cryptocurrency industry amidst market growth.
CyberSecurityMew 0 implied HN points 11 Sep 23
  1. Hangzhou PQCTech completed a Series A financing round worth tens of millions of yuan, led by Haiyue Asset Management and with participation from other investors like Yuhang Guotou and Gingko Capital.
  2. The company focuses on post-quantum cryptography and high-performance national cryptographic libraries, aiming to advance new cryptographic products.
  3. Hangzhou PQCTech develops quantum-resistant cryptographic services for various sectors like national defense, government, finance, and energy, ensuring cybersecurity in the quantum era.
zach's tech blog 0 implied HN points 29 Feb 24
  1. Proof of Stake (PoS) blockchains like Algorand face a tradeoff between decentralization and security, unlike Proof of Work (PoW) blockchains.
  2. Algorand aims to prevent forking with innovative cryptographic techniques and by requiring honest money control, but assumptions about user behavior bring in security concerns.
  3. Further decentralization in Algorand can make the network more vulnerable to bribery attacks, showing a tradeoff between security, decentralization, and scalability.
James Ledbetter's FIN 0 implied HN points 04 Mar 24
  1. Copy-trading is gaining popularity among retail investors due to factors like high-speed internet access, smartphone adoption, and the ability to mimic trades of established traders.
  2. The social trading platform market is projected to grow significantly, with a compound annual growth rate of 7.8%, driven in part by chatbot integration and artificial intelligence.
  3. Dub, a new copy-trading app, is disrupting the market by offering one-tap trading to copy U.S. equities, focusing on portfolio management, simplicity, and transparency to stand out from competitors.
Coin Metrics' State of the Network 0 implied HN points 05 Mar 24
  1. Decentralization concerns exist within Bitcoin mining due to the dominant control by a few major pools like Foundry and AntPool.
  2. Cross-pollination between mining pools is observed through shared addresses and flow of funds, indicating potential coordination among pools.
  3. Mining pools utilize different payout models and external networks like Cobo's Loop for liquidity, leading to a complex landscape with hidden consolidation of power.
Reverie by Daniel Cawrey 0 implied HN points 06 Mar 24
  1. Crypto has massive potential but has not yet succeeded as electronic cash, which is one of its original purposes.
  2. Bitcoin's value being at all-time highs leads people to hold onto it rather than spending, creating a barrier to being used as cash.
  3. Although cryptocurrency cannot currently function effectively as cash, it still holds promise for the future.
James Ledbetter's FIN 0 implied HN points 11 Mar 24
  1. Investing in farmland can be a smart long-term choice, offering consistent returns, inflation protection, and potential growth driven by global trends like population growth and innovation.
  2. Platforms like AcreTrader, FarmTogether, and Alto Marketplace are making it easier for accredited retail investors to access farmland investments as part of a diversified portfolio strategy.
  3. Despite the risks like weather impacts and limited liquidity, the interest in farmland investing is growing with the potential for significant returns over time and unique investment opportunities.
Coin Metrics' State of the Network 0 implied HN points 12 Mar 24
  1. Staking on the Ethereum network has seen significant growth, with 31M ETH staked on the Beacon chain, representing 26% of the supply.
  2. Liquid Staking Tokens (LST's) like Lido's stETH & wstETH have become a dominant form of collateral, with $9.5B in collateral across DeFi lending markets.
  3. Market risks associated with Liquid Staking Tokens include de-pegging, liquidity risk, and potential market instability during significant events like the Terra Luna collapse.
James Ledbetter's FIN 0 implied HN points 18 Mar 24
  1. One in five U.S. shoppers used Buy Now Pay Later services, with younger consumers mainly using BNPL for daily essentials, showing fierce competition in the market with traditional credit card issuers leading in satisfaction.
  2. The 2024 U.S. BNPL Satisfaction Study by J.D. Power found high satisfaction with credit card issuers like American Express, Chase, and Citi compared to BNPL providers Klarna, Afterpay, and Affirm, indicating key areas where card issuers are excelling.
  3. Factors affecting customer satisfaction with BNPL services include demographics, user behavior, and the types of purchases made, showcasing a shift towards security and terms as driving factors for future BNPL growth, alongside the importance of regulatory oversight for market evolution.
Quantum Formalism 0 implied HN points 13 Dec 23
  1. The Elliptic Curve Cryptography course has an upcoming first live lecture scheduled for December 27th, with a strict cap on live attendees to enhance interactivity.
  2. The Quantum Tea open discussion forum started with a free-form session but will introduce more structured discussions exploring alternative viewpoints.
  3. You can register for both the ECC course and Quantum Tea sessions using the provided links to secure your spot.
Quantum Formalism 0 implied HN points 30 Nov 23
  1. The Elliptic Curve Cryptography (ECC) course will start on December 13th, not November 13th as previously stated.
  2. The ECC course will be held on Wednesdays at 5 PM UK time, aligned with the ongoing quantum hardware course.
  3. Recordings of the live ECC course sessions will be freely available on YouTube, and registration is required for live participation.