The hottest Cryptocurrency Substack posts right now

And their main takeaways
Category
Top Technology Topics

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 59 implied HN points • 29 Jul 24
💰 Finance Cryptocurrency
  1. Tech stocks have faced some tough times lately, with a drop in the NASDAQ 100. Investors are cautious and waiting to see how major companies perform in their earnings reports.
  2. During election years, financial and tech stocks typically do well, showing good returns. This trend is backed by past market behaviors where these sectors get investor attention.
  3. Investing in copper appears shaky right now due to issues in China’s property market, but experts still believe in its long-term potential, especially linked to renewable energy needs.

❄️ ⚡️ Tesla et Chine, le bon moment pour investir ?

Snowball • 550 implied HN points • 28 Jan 24
💰 Finance Cryptocurrency
  1. Tesla stock has dropped significantly, raising questions for long-term investors.
  2. The Chinese government aims to regain investor trust in their financial markets after a significant drop in the CSI 300 index.
  3. Generative AI is disrupting the entertainment industry, potentially leading to more immersive storytelling experiences.

The Fed is going to botch this

The Bitcoin Layer • 530 implied HN points • 01 Feb 24
💰 Finance Cryptocurrency
  1. The Fed may mishandle their approach to QT, which could cause issues.
  2. There is concern that the Fed is not properly addressing the balance sheet in their policies.
  3. The Fed's decision-making process on balance sheet matters appears arbitrary and lacking forethought.
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📹 Video IA con Pika 1.0

Vincos Newsletter • 550 implied HN points • 20 Jan 24
🕹 Technology Cryptocurrency
  1. Pika 1.0 is now available with tutorials for creating videos from text, animating images, and editing videos.
  2. Zuckerberg aims to develop AGI and make it open-source, with powerful infrastructure equivalent to 600,000 NVIDIA H100 GPUs.
  3. CES showcased products enhanced with AI, such as Walmart's AI for grocery shopping and Samsung's Galaxy S24 Ultra with new AI capabilities.

"The End Of The Monetary Road": Larry Lepard On Gold, Silver & Bitcoin

QTR’s Fringe Finance • 32 implied HN points • 28 Jan 26
💰 Finance Cryptocurrency
  1. The global monetary system looks like it's nearing a major breaking point, with charts pointing to a secular change and rising monetary chaos.
  2. Gold and silver have already made stratospheric moves, and investors who positioned early saw huge gains (one fund reported about 170% in 2025).
  3. These market signals are getting little mainstream attention but deserve close watching into 2026, especially for precious metals and Bitcoin as potential hedges.

Genesis Wins Court Ruling to Sell Tranche of GBTC Shares

Bitcoin Magazine Pro • 432 implied HN points • 09 Feb 24
💰 Finance Cryptocurrency
  1. Genesis won a court ruling to sell millions of GBTC shares, aiming to reimburse creditors and stabilize Bitcoin's price.
  2. A large sale of GBTC triggered a market decline for both GBTC and Bitcoin in the past, causing concerns within the Bitcoin community.
  3. Despite legal disputes and setbacks, Genesis is moving forward with plans to sell GBTC to settle debts, potentially impacting Bitcoin's valuation.

Top Links 804 A quadrillion dollar market. The NHS, the UK's national religion, in crisis & development as the "master key".

Chartbook • 414 implied HN points • 19 Jul 25
💰 Finance Cryptocurrency
  1. The global cross-border payments market is massive, nearing one quadrillion dollars in value. This shows how much money is moving between countries and how important it is for businesses.
  2. The National Health Service (NHS) in the UK is facing significant challenges, which adds complexity to public health in Britain. Its importance in society makes these issues particularly impactful.
  3. Understanding the evolution of financial markets and systems, including traditional and cryptocurrency payments, is key for grasping modern economic trends. These shifts can change how we think about money and transactions.

Chartbook 348 Dollar-like: eurodollars, crypto and the future of global money.

Chartbook • 1101 implied HN points • 25 Jan 25
💰 Finance Cryptocurrency
  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.

Why Is GBTC Killing Itself?

The Bitcoin Layer • 471 implied HN points • 23 Jan 24
💰 Finance Cryptocurrency
  1. Grayscale's decision to charge a higher management fee for GBTC resulted in massive outflows and selling pressure on bitcoin.
  2. Competitors offering lower fees attracted investors away from GBTC.
  3. The exodus from GBTC and selling pressure by Grayscale are impacting bitcoin's price.

Top Links 793 Stablecoins and MMF compared. China Investment Corp in retreat. Biology & air-conditioning & not knowing yet wanting-to-know.

Chartbook • 443 implied HN points • 08 Jul 25
💰 Finance Cryptocurrency
  1. Stablecoins are similar to money market funds and provide a way to manage digital assets safely.
  2. China Investment Corporation is pulling back from some markets, indicating possible economic shifts.
  3. There is a growing interest in the links between biology and technology, especially in areas like air-conditioning.

End of QT is near, Bitcoin ETFs are here

The Bitcoin Layer • 471 implied HN points • 09 Jan 24
💰 Finance Cryptocurrency
  1. The Federal Reserve is slowing down quantitative tightening to avoid liquidity issues in financial markets.
  2. Bitcoin is positioned to benefit from the Federal Reserve's monetary policy decisions.
  3. Markets have been influenced by excess liquidity and are now facing potential liquidity constraints.

Top Links 780 First-time home buyers. Stablecoin surge. Thatcher's Volcker shock & the Alpha Course.

Chartbook • 429 implied HN points • 27 Jun 25
💰 Finance Cryptocurrency
  1. First-time home buyers are facing challenges in today's market. It's getting harder for them to find affordable options.
  2. There's been a surge in stablecoins recently. This could have big impacts on the financial landscape.
  3. Historical events like Thatcher's Volcker shock still influence today's economic discussions. They show how past policies shape current financial situations.

Academy Discount is LIVE! (+ The Next Bull Run)

DeFi Education • 659 implied HN points • 07 Nov 23
🔮 Crypto Cryptocurrency
  1. There is a $100 discount available for the DeFi Academy until November 9, 2023. This is a good chance for new members to join.
  2. Despite some ongoing challenges in the crypto market, there are signs of recovery and potential for a bull run. Staying informed and prepared can help capitalize on this.
  3. Building skills, capital, and the right mindset is essential for success in crypto. Focus on what you're good at and keep improving yourself.

The KQL Mysteries: Chapter 3

Rod’s Blog • 456 implied HN points • 05 Jan 24
🕹 Technology Cryptocurrency
  1. Jon and Sofia's financial accounts were compromised by hackers, leading them to investigate the breach and work towards recovering the stolen funds.
  2. Through KQL queries and Microsoft Sentinel workspace, Jon and Sofia uncovered details about the malware used in the cyberattack and the group of threat actors behind it.
  3. Jon and Sofia utilized Microsoft Defender Threat Intelligence and various online resources to track the remote servers, cryptocurrency wallets, and patterns involved in the financial heist, narrowing down their search for the threat actors.

474: Apple Cloud Gaming, Elon Musk vs Tesla & OpenAI, LVMH, Dialup Era, Batteries, Chip Smuggling, Neuralink + Humans, and Malaria Vaccine

Liberty’s Highlights • 373 implied HN points • 31 Jan 24
🕹 Technology Cryptocurrency
  1. Reflect on past technological transitions to appreciate progress made and inspire future advancements
  2. Batteries are crucial for transitioning to clean energy but require significant investment and innovation
  3. Exciting developments in technology, from Apple allowing game streaming to Neuralink's brain implants

INTRODUCING ATIA'S LEGACY — THE AXIE MMO

The Lunacian • 782 implied HN points • 06 Mar 25
🕹 Technology Cryptocurrency
  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.

The Art of Crypto Kayfabe

Altered States of Monetary Consciousness • 1076 implied HN points • 11 Dec 24
💰 Finance Cryptocurrency
  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.

Batch Transactions for EOAs

The Variable • 393 implied HN points • 17 Jan 24
🕹 Technology Cryptocurrency
  1. Batch transactions for EOAs can make daily interactions faster, safer, and cheaper.
  2. Batch transactions fix security issues like stale approval attacks in Ethereum transactions.
  3. Batch transactions reduce state growth and remove the need for trusted intermediaries in EOA transactions.

❄️🔮 +250 % pour cette action / Comment l'IA va bouleverser nos économies

Snowball • 314 implied HN points • 11 Feb 24
💰 Finance Cryptocurrency
  1. Sprouts Farmer Market, an American supermarket chain focusing on healthy products, saw its stock increase by over 250% in 3 years due to a new CEO's strategy.
  2. Artificial intelligence has the potential to disrupt consumer behavior and economies, as explored through a study by the investment fund a16z.
  3. Events like the Super Bowl can indicate economic trends and provide insights into the financial health of companies through their marketing spend.

The KQL Mysteries: Chapter 4

Rod’s Blog • 396 implied HN points • 09 Jan 24
🕹 Technology Cryptocurrency
  1. Jon and Sofia used KQL queries and tools like Microsoft Defender Threat Intelligence to track down threat actors behind a financial breach, targeting remote servers and the master wallet separately.
  2. Jon discovered malicious activities on servers using methods like port scanning and DNS spoofing, eventually finding a network of servers communicating over Tor.
  3. Sofia tracked cryptocurrency transactions and wallets, identifying techniques like CoinJoin and stealth addresses, and used tools like Chainalysis to follow the money trail.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 119 implied HN points • 19 May 24
💰 Finance Cryptocurrency
  1. Investing in utilities could be a smart move as demand for power grows due to the rise of AI and data centers.
  2. The stock market has shown strong recent performance, with predictions of further gains this year based on solid earnings and market momentum.
  3. There's a noticeable trend in retail investors participating in meme stocks, indicating a lasting shift in how a generation approaches investing in the stock market.

New to DeFi? *Start Here* Glossary of DeFi Terminology as Well

DeFi Education • 5255 implied HN points • 29 Jun 21
🔮 Crypto Cryptocurrency
  1. DeFi means doing banking activities using code instead of traditional banks. It’s changing how people manage money online.
  2. Common DeFi terms, like APR and APY, help you understand how interest works. APR is straightforward, while APY accounts for compounding interest, making it higher.
  3. Risks in DeFi include potential losses and scams like 'rug pulls.' It's important to do your research and understand these risks before getting involved.

Decentralized Finance - the High Level Basics

DeFi Education • 5115 implied HN points • 20 Jun 21
🔮 Crypto Cryptocurrency
  1. Decentralized finance (DeFi) allows people to lend or borrow using their crypto assets without relying on banks. This means you can use your Bitcoin as collateral to get a loan without selling it.
  2. Smart contracts are essential in DeFi, replacing middlemen with code to streamline financial transactions. This makes processes like taking out loans or trading assets easier and cheaper.
  3. DeFi aims to remove inefficient centralized systems, allowing for 24/7 trading and more access to financial opportunities. This could change how we invest, like through NFTs and other digital assets.

Coinbase Q3 2023 Earnings

DeFi Education • 519 implied HN points • 03 Nov 23
💰 Finance Cryptocurrency
  1. Coinbase had some good news in their Q3 earnings report. They are seeing signs of positive growth.
  2. However, there is bad news too, as some challenges in the market could affect their performance.
  3. The recent verdict in the Sam Bankman-Fried trial is significant and could impact the crypto industry and its regulations.

How Liquidity Impacts Market Crashes

DeFi Education • 599 implied HN points • 15 Sep 23
💰 Finance Cryptocurrency
  1. Low liquidity can cause big price drops in markets, meaning even small buy or sell orders can affect prices a lot. This can lead to more volatility and crashes.
  2. Market makers provide important liquidity, but they may pull back during volatile times. This makes it harder for traders to buy or sell quickly without impacting prices.
  3. Knowing when liquidity is low can help investors manage risks better. By watching market conditions, investors can make smarter decisions about when to trade or hold their assets.

Zelle Thinks I’m Pablo Escobar

QTR’s Fringe Finance • 60 implied HN points • 09 Dec 25
💰 Finance Cryptocurrency
  1. Banks and payment apps like Zelle often flag and freeze tiny transfers, treating normal gifts as suspicious and disrupting everyday use of money.
  2. The system focuses on policing ordinary users because they’re easy targets, while wealthy actors evade scrutiny through complex methods like shell companies and art deals.
  3. Keeping some control outside the banking system—cash, gold, or decentralized options like bitcoin—helps prevent an algorithm or bank from freezing your finances.

Strategic Funds

Points And Figures • 692 implied HN points • 05 Feb 25
💰 Finance Cryptocurrency
  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.

The Bull Case (Is That Nothing Matters Anymore)

QTR’s Fringe Finance • 64 implied HN points • 02 Dec 25
💰 Finance Cryptocurrency
  1. Inflation may keep driving up prices, while governments avoid taking responsibility. This could hurt middle and lower classes over time.
  2. Market behavior might not reflect real economic data anymore, so a sudden surge of cash could lift stock prices drastically without waiting for the economy to catch up.
  3. Even if a downturn happens, it might end quicker than expected. The market has changed, and old rules about valuations may not apply anymore.

My Personal Investing Journey

Jay's Data Stream • 5 implied HN points • 19 Feb 26
💰 Finance Cryptocurrency
  1. Buy-and-hold only reliably works for broad index funds, because they spread risk across many companies; individual stocks or crypto can go to zero, so you can’t treat every asset the same.
  2. True diversification means different exposures, not just different labels — owning the S&P plus a bunch of U.S. tech bets is still concentrated; an automated, multi-asset portfolio with regular rebalancing helps you survive big drawdowns.
  3. Use clear rules and position sizing: keep a small YOLO bucket, only hold individual bets you would buy at today’s price, and pay attention to fees and fine print because small differences compound over time.

Elon Musk

kamilkazani • 471 implied HN points • 30 Oct 23
🕹 Technology Cryptocurrency
  1. Elon Musk's innovation can sometimes be misunderstood as tricksterism due to disruption.
  2. Non-violent businesses like Musk's may face security challenges by outsourcing violence.
  3. Musk's success in creating non-violent enterprises may be due to existing in an environment that favored this approach.