The hottest Cryptocurrency Substack posts right now

And their main takeaways
Category
Top Technology Topics

Yearn Finance (Part 1 of 2) - Yes There is That Much to Cover!

DeFi Education • 2098 implied HN points • 02 Jul 21
🔮 Crypto Cryptocurrency
  1. Yearn Finance is a major project in the DeFi space that offers various opportunities for earning returns. It's essential to understand its features and risks before investing.
  2. The evaluation of Yearn Finance will help you make informed decisions about potential investments. You'll learn to weigh the risk versus reward for your own financial choices.
  3. This post focuses specifically on Yearn Finance, excluding discussions about other similar projects to keep the information organized and clear.

Lifetime Value for Crypto Businesses

DeFi Weekly • 255 implied HN points • 03 Apr 23
🔮 Crypto Cryptocurrency
  1. Understanding the concept of Lifetime Value (LTV) is crucial for crypto businesses as it determines how much a customer is worth in terms of fees earned over their lifetime.
  2. For different categories like chains, DEXs, lending, stablecoins, and yield aggregators, there are specific frameworks to optimize customer lifetime value based on factors like transaction size, fees applied, profit earned, and performance fees.
  3. Each crypto primitive operates similar to traditional businesses but with unique mechanics due to the nature of the crypto environment, such as the impact of costs on profits and the challenge of optimizing incentive elasticity.

Ecoinometrics - The BlackRock Bitcoin ETF: are we expecting too much?

Ecoinometrics • 255 implied HN points • 26 Jun 23
💰 Finance Cryptocurrency
  1. The launch of a BlackRock Bitcoin ETF may not have the same impact as the GLD ETF had on gold in the 2000s.
  2. History shows that macroeconomic factors played a significant role in driving gold's price, rather than just the introduction of an ETF.
  3. A spot Bitcoin ETF could attract new money into the space, but its impact may be influenced by broader economic conditions.

How many Bitcoin miners should you bet on?

Ecoinometrics • 255 implied HN points • 30 Aug 23
💰 Finance Cryptocurrency
  1. Bitcoin miners stocks provide an opportunity for an asymmetric bet with potential high returns
  2. Bitcoin miners closely follow BTC movements but can offer multiple growth times if patient
  3. Consider the tradeoff of selecting different numbers of miners based on market expectations when investing
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The DeFi Roundup (January 28, 2023)

DeFi Education • 619 implied HN points • 28 Jan 23
🔮 Crypto Cryptocurrency
  1. The updates from the White House are not very impactful right now, just providing basic information.
  2. There are interesting alternative cryptocurrencies being discussed that could be worth looking into.
  3. Developer activity in the crypto space is being tracked, which might indicate future trends and innovations.

U.S. Banking Fears, USDC post-mortem + March Q&A

DeFi Education • 539 implied HN points • 14 Mar 23
💰 Finance Cryptocurrency
  1. There are concerns about the stability of U.S. banking, and this has created a sense of fear in the market. Many people are worried about what might happen next.
  2. The USDC cryptocurrency faced serious issues recently, raising questions about its reliability. Some are analyzing what went wrong and what it means for the future.
  3. In a time of crisis, quick actions and communication from venture capitalists helped to calm the situation. It shows how important leadership and support can be during financial troubles.

Top Links 619 The payments presidency. The coming rupee shock. Musk’s space juggernaut. Saffron in polycrisis.

Chartbook • 329 implied HN points • 15 Jan 25
💰 Finance Cryptocurrency
  1. There's a focus on how fintech and payments are shaping politics, especially relating to Trump's presidency. It's interesting to see money technology playing such a big role in politics.
  2. India is facing potential challenges with its currency, the rupee, which could create economic shockwaves. People should keep an eye on how this may affect the global economy.
  3. Musk's ventures in space are being discussed, highlighting the impact of private companies on space exploration. It's exciting to see how the future of space travel is changing because of new technologies.

Farcaster and Solana

The Superteam Blog • 117 implied HN points • 08 Feb 24
🕹 Technology Cryptocurrency
  1. Developers can use frames to embed token-gated experiences within the Warpcast feed.
  2. Allowing creators to offer custom products and services within a social feed can enhance user engagement and distribution.
  3. Creating mini-games where users can interact with the BONK coin can drive developer and user activity on Farcaster.

Why Crypto Matters For Humanity's Future: A Basic Guide to Enlightening Open Minds

America 2.0 (by Gary Sheng) • 235 implied HN points • 17 Jun 23
🕹 Technology Cryptocurrency
  1. Crypto democratizes financial sovereignty, providing individuals with more control over their money.
  2. Crypto makes fundraising easier and more inclusive globally through tools like ICOs, STOs, and NFTs.
  3. Crypto enables powerful global coordination through smart contracts and blockchain technology, fostering decentralized collaboration.

Trust Me: Wise, Circle, Ripple Seek Charters, Master Account Access

Fintech Business Weekly • 118 implied HN points • 06 Jul 25
💰 Finance Cryptocurrency
  1. Many fintech companies like Wise, Circle, and Ripple are trying to get bank charters to simplify regulations and improve their operations. This will help them manage their assets without needing a third party.
  2. Obtaining a bank charter could allow these companies access to important payment systems, like those operated by the Federal Reserve. However, getting approval for this access is not guaranteed and can be complicated.
  3. Stripe has recently won approval for a special bank charter that lets it operate more independently as a payment processor. This gives it more control but does not allow it to hold customer deposits.

Five Decades Of Currency Rot: Lyn Alden

QTR’s Fringe Finance • 26 implied HN points • 05 Dec 25
💰 Finance Cryptocurrency
  1. Currency debasement is a long-running, multi-decade trend that accelerated after currencies were decoupled from gold, and it has generally boosted asset prices and favored people who own assets over those who rely mainly on labor.
  2. The real pain for savers comes from interest-adjusted debasement — when money supply grows faster than bond yields, bondholders lose purchasing power, as seen in the big debasement spikes around 2020–21.
  3. The era of steadily falling long-term interest rates is likely over, so debasement may continue but with a weaker tailwind for valuations; bonds may still lose value in real terms but not as rapidly, and investors should expect different relative performance across stocks, gold, crypto, and housing.

Binance in Crisis: Senior Execs Quit Over CEO's Response to DOJ Investigation

Daily Digest • 216 implied HN points • 07 Jul 23
💰 Finance Cryptocurrency
  1. Binance is facing a leadership crisis with senior executives quitting over the CEO's response to a DOJ investigation.
  2. Bitcoin has survived its longest bear market ever, showing resilience by exiting the bear market in early January.
  3. Litecoin has become the most used cryptocurrency on BitPay, surpassing Bitcoin due to its low fees and fast transaction times.

CBDCs and Future Black Markets

BowTiedMara - Geoarbitrage & Mobility Assets • 216 implied HN points • 16 Mar 23
💰 Finance Cryptocurrency
  1. Central Bank Digital Currencies (CBDCs) are becoming inevitable in a cashless society.
  2. Privacy options in a cashless society are diminishing, leading to the potential rise of 'Freedom markets' for private transactions.
  3. In a CBDC world, alternative options like Monero, traditional coins like gold, and potential crackdowns on onramps and offramps need to be considered for financial resiliency.

Competitive Advantages in Crypto

DeFi Education • 979 implied HN points • 07 May 22
🔮 Crypto Cryptocurrency
  1. Bitcoin created a public ledger that anyone can check, making it secure and decentralized. This means anyone can verify transactions without needing to trust a central authority.
  2. Ethereum improved on Bitcoin by allowing developers to create smart contracts. These contracts are automatic and can be used for many applications on the blockchain.
  3. Both Bitcoin and Ethereum showcase the importance of open-source technology in crypto, encouraging innovation and collaboration in the space.

What's the actual point of cNFTs?

The Superteam Blog • 117 implied HN points • 10 Jan 24
🕹 Technology Cryptocurrency
  1. NFTs have evolved into compressed NFTs (cNFTs) on Solana, enabling cheaper enterprise activities and efficient organization.
  2. cNFTs on Solana allow for easy scaling of content creation, with the ability to mint up to 1 million NFTs cost-effectively.
  3. cNFT tooling platforms like TipLink and Underdog Protocol are simplifying the frictionless minting and distribution of compressed NFTs within the Solana ecosystem.

Solang Welcomes Ethereum Developers to Solana as GameShift Revolutionizes Web3 Gaming

Daily Digest • 196 implied HN points • 20 Jul 23
🕹 Technology Cryptocurrency
  1. Solang is inviting Ethereum developers to build on Solana, strengthening its position in the crypto space.
  2. GameShift by Solana Labs is simplifying Web3 game development, potentially attracting more developers to the platform.
  3. Elon Musk's tweet about Dogecoin led to a $320 million increase in its value in just 15 minutes, showing the impact of influential figures on the crypto market.

Stock Talk

Jon’s Newsletter • 79 implied HN points • 02 Mar 24
💰 Finance Cryptocurrency
  1. Stocks are on the rise, and analysts are adjusting their forecasts upward for the S&P 500. Staying invested long-term is advised, as it seems there’s still room for growth.
  2. If the S&P 500 performs well in January and February, historical data shows it usually continues to do well for the rest of the year. This makes the start of 2024 look promising.
  3. Amazon’s clothing sales are expected to grow significantly, potentially reaching $100 billion. This shows Amazon is successfully expanding in the fashion market, which usually has higher profit margins.

Central Bankers Disagree About Gold

QTR’s Fringe Finance • 27 implied HN points • 22 Nov 25
💰 Finance Cryptocurrency
  1. Gold prices have significantly risen, which some believe signals trouble for the US dollar and the overall financial system. This raises questions about the stability of fiat currencies.
  2. Central bankers have differing views on gold's relevance; while one downplays gold's importance, another sees its rising value as a sign of eroding trust in the dollar. This shows a divide in how they understand economic stability.
  3. Gold remains a crucial asset for central banks, sometimes even more so than government securities, indicating that it is still valued as a safe haven in uncertain times.

Investing Update: Hedge Fund Buys & Holdings

Spilled Coffee • 28 implied HN points • 22 Nov 25
💰 Finance Cryptocurrency
  1. The stock market has recently seen a decline, with all major indices dropping for three weeks in a row. Even strong earnings from companies like Nvidia couldn't change the downward trend.
  2. Many popular tech stocks are significantly below their record highs, indicating market struggles. Investors are feeling cautious as market breadth has hit a two-year low.
  3. Despite the pullback, November is usually a strong month for stocks. Observing key stock levels and certain companies can provide insight into the market's next moves.

Does shutting down dark web markets kill people?

Aliveness Studies • 6 implied HN points • 20 Jan 26
🏥 Health Politics Cryptocurrency
  1. Nationally, shutting down major darknet markets in mid‑2017 did not cause a spike in fentanyl deaths; instead the growth rate of synthetic opioid deaths slowed afterward, though it’s unclear if the shutdowns caused that change.
  2. The impact varied a lot by state: most states showed deceleration but several showed acceleration, and a few states (notably Ohio) drove much of the national pattern, suggesting local factors matter more than a single national event.
  3. Darknet market transactions plunged right after the shutdowns but recovered within about six months as users moved to other markets, so the disruption was short‑lived and shutdowns look like a temporary whack‑a‑mole fix.

How Banks (Zeros) Make Money

DeFi Education • 899 implied HN points • 12 Apr 22
💰 Finance Cryptocurrency
  1. Banks make money by accepting deposits and giving loans. They charge fees for services like managing assets and processing transactions.
  2. Decentralized finance (DeFi) is changing how finance works, allowing people to cut out banks and manage their money directly. This means banks might lose some of their income.
  3. Crypto and other digital methods are making it easier for people to manage their money and investments without needing traditional banks. This could change the banking industry a lot in the future.

The DeFi Roundup (September 10, 2022)

DeFi Education • 619 implied HN points • 11 Sep 22
🔮 Crypto Cryptocurrency
  1. This week focuses on the Merge and how it affects trading options for any potential forks. Understanding these changes is important for making smart trading decisions.
  2. The re-allocation of GPU hashpower has positively impacted some other blockchain networks. This shift shows how interconnected different chains can be.
  3. The roundup provides key insights quickly, making it easy for users to stay informed about the DeFi market. It's a convenient way to catch up on important events.

I Am Back: Exposing the Bullsh*t Market

Behavioral Value Investor • 282 implied HN points • 26 Nov 24
💰 Finance Cryptocurrency
  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.

Counter Points for January 10, 2024

Bad News • 98 implied HN points • 10 Jan 24
🕹 Technology Cryptocurrency
  1. The SEC's twitter account hack caused chaos in the crypto markets due to lack of two-factor authorization.
  2. Always enable two-factor authorization on your accounts for better security.
  3. Consider subscribing to Ryan Grim's Counter Points for more insights and updates.

How to Read Smart Contracts Part 1

DeFi Education • 859 implied HN points • 23 Mar 22
🔮 Crypto Cryptocurrency
  1. This post gives an overview of how to read smart contracts, focusing on Uniswap v2's structure. It's meant for those interested in understanding the basics of smart contracts.
  2. The author introduces key terminologies related to smart contracts, which will help readers grasp the concepts better.
  3. In the next part, the author will break down the code line by line, making it easier to understand what each part does.

Transaction Bumping

Bram’s Thoughts • 137 implied HN points • 10 Nov 23
🕹 Technology Cryptocurrency
  1. Transaction bumping is a form of attack in the Bitcoin network involving fee manipulation.
  2. In Chia network, conventional mempool behavior is already defending well against transaction bumping attacks.
  3. There are practical difficulties and complexities involved in executing transaction bumping attacks in practice.

Six Easy Ways to Save Money in DeFi

DeFi Education • 799 implied HN points • 14 Apr 22
🔮 Crypto Cryptocurrency
  1. Ethereum transaction fees can be very high, sometimes between $10-$30. This makes it hard for many people to use the network.
  2. DeFi can help save money, allowing users to navigate their financial needs without excessive costs.
  3. Finding efficient ways to conduct transactions in DeFi is important for maximizing savings and accessibility.