The hottest Cryptocurrency Substack posts right now

And their main takeaways
Category
Top Technology Topics
Brad DeLong's Grasping Reality 99 implied HN points 24 Feb 24
  1. Questioning beliefs in web3 technologies is valid, especially in the context of Chris Dixon's book 'Read, Write, Own'.
  2. Advocating for ownership and control of personal data on the internet, believing in the importance of owning digital tracks and controlling access to them.
  3. Suggesting that for credibility in promoting web3 technologies, there is a need for substantial investment in software infrastructure and genuine use cases rather than hyperbolic promotion.
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Concordium Monthly Updates 98 implied HN points 15 Sep 23
  1. Concordium emphasizes privacy and compliance through its identity verification process, showcasing a user-centric approach.
  2. Worldcoin aims to revolutionize access to the global economy with a unique digital identification platform but faces challenges with compliance and security.
  3. Concordium's diverse ecosystem facilitates innovation across various sectors, while Worldcoin focuses on Universal Basic Income through the World App.
next big thing 120 implied HN points 01 Jan 24
  1. 2024 might see a fundraising frenzy in the venture capital world with many companies trying to raise capital.
  2. Many late-stage companies are working on becoming IPO-ready, focusing on strong financial performance and management teams.
  3. AI will be a major focus in 2024, with advancements in AI-enabled products, but also facing challenges like lawsuits and safety concerns.
The Future, Now and Then 92 implied HN points 26 Feb 24
  1. Chris Dixon's book 'Read Write Own' discusses the impact of blockchain technology, but fails to address the potential downsides of Web3 projects and the financial risks involved.
  2. Dixon's vision for Web3 revolves around tokenomics and a future where everyone is an owner and investor, which can lead to increased financial precarity and reliance on speculative investments.
  3. The book highlights Dixon's overconfidence in blockchain technology, lack of detailed understanding of technical aspects, and his past involvement in hyped NFT and play-to-earn ventures, casting doubt on his ability to provide a realistic and innovative vision for the future of the internet.
Fintech Business Weekly 170 implied HN points 24 Sep 23
  1. Eco shut down its banking app and laid off its team as it focuses on new money initiatives with cryptocurrency.
  2. Goldman Sachs is near selling GreenSky, indicating a bleak future for its "Platform Solutions" division.
  3. CFPB warns that lenders using AI must provide specific reasons for adverse actions and initiates rulemaking to remove medical debt from credit reports.
The Greek Analyst 579 implied HN points 22 Aug 21
  1. The Greek Analyst is transitioning from sharing short takes on Twitter to longer, in-depth content covering startups, economics, geopolitics, and more.
  2. Greece and Europe are showing resilience and growth in the tech industry, offering promising opportunities and a rich landscape for tech advancements.
  3. Europe and Greece are entering a golden age for tech, with a flourishing startup scene, significant investments, and a shift towards risk-taking, leading to a bright future in innovation.
DeFi Education 559 implied HN points 20 Oct 21
  1. You can earn a very high return by staking ALCX on Tokemak, around 600% APR in TOKE rewards. Just be mindful of gas fees if you decide to unstake.
  2. If you want to use OHM in the reactor, you must unstake it first, which means you will lose any rebases you've earned.
  3. This information is specifically for paid subscribers, so it’s aimed at those who are more invested in the project.
Ronin’s Newsletter 73 implied HN points 07 Mar 24
  1. Apeiron's $APRS token is launching on Ronin, allowing users to purchase through partners at Impossible Finance between March 12th and 15th for $0.11 USDC per token.
  2. The $APRS token will have vesting and unlock requirements to ensure a sustainable ecosystem, holding investor token allocations in escrow until they vest.
  3. There will be community rounds for Apeiron NFT holders and the Ronin community to purchase $APRS, with key dates including a wRON staking period, APRS purchase period, and APRS claim period.
Unsyndicated by Mason Nystrom 39 implied HN points 25 Jan 24
  1. Unique digital identifiers like domain extensions are valuable in the crypto world.
  2. Blockchain-based namespaces offer new business opportunities for crypto consumer applications.
  3. Companies can choose between leveraging existing namespace platforms like ENS or creating their own namespace protocols.
Fintech Radar 6 implied HN points 20 Nov 24
  1. Klarna has filed for an IPO in the U.S., hoping to attract more investors. This comes after difficult years, but they're now showing profitability.
  2. Nubank has grown to over 100 million customers in Brazil, showing how digital banks can successfully compete with traditional ones. They've expanded their services beyond just credit cards.
  3. PayPal has introduced a new feature for group money pooling, making it easier for users to manage shared expenses. This move highlights how big companies can absorb features that startups were trying to create.
Miner Weekly 19 implied HN points 11 Apr 24
  1. Public mining companies are holding a significant amount of Bitcoin reserves, with the top three miners accounting for 74% of the total reserves.
  2. There was a decline in the collective Bitcoin reserves held by public mining companies in the past but a major reversal occurred starting in July 2023.
  3. With the upcoming halving, it may become more challenging for mining companies to accumulate Bitcoin at a lower cost through mining operations.
The Last Bear Standing 55 implied HN points 08 Mar 24
  1. The equity market has shown signs of over-indulgence recently, with increasing enthusiasm and unbridled momentum.
  2. Market worry has shifted from lack of enthusiasm to lack of disbelief, raising concerns about the sustainability of the current bull run.
  3. The macroeconomic resilience is attributed to a balance between big fiscal policies, monetary tightening, and strong balance sheets post-pandemic.
Oleksii Sidorov 72 implied HN points 10 Jan 24
  1. 2023 was a challenging but successful year for Slise.xyz, establishing a strong brand.
  2. In 2024, Slise.xyz aims to introduce a single mediation protocol for Web3 advertising, maximizing revenue and minimizing risks for all participants.
  3. Anticipate market moves in 2024, with a surge in Solana volume and new budgets driving growth opportunities.
Technology Made Simple 99 implied HN points 03 Dec 22
  1. Some cryptocurrency firms were using tokens as collateral for loans, potentially allowing them to have infinite money, but this practice made the system very inter-connected and vulnerable to collapse.
  2. Using tokens as collateral is similar to companies using shares as collateral; if the value of the token or coin drops, the collateral becomes worthless, leading to the collapse of the ecosystem.
  3. The issue arises when multiple firms in the industry follow the same practice, creating a facade of liquidity, but in reality, the entire system is built on a risky foundation, vulnerable to collapses.
Cryptocurrency and Friends 58 implied HN points 21 Feb 23
  1. In rollup transactions, finality occurs in three stages: Sequencer's Promise, Order Finality, and Execution Settlement.
  2. The Sequencer promises correct transaction execution, the bridge determines final transaction order, and Executors verify and enforce execution.
  3. Separating transaction ordering from execution allows for quick order finality and potential delays in execution settlement in rollup transactions.
Confronting the Future 58 implied HN points 06 Jun 23
  1. The SEC alleges that Binance has operated in the US as an exchange, broker dealer, and has misrepresented their activities.
  2. The SEC's broad stance on cryptocurrencies could lead to a lack of clarity for businesses operating in the US.
  3. The SEC's extreme temporary relief requests against Binance reflect a power struggle rather than genuine consumer protection.
Confronting the Future 58 implied HN points 08 Mar 23
  1. The SEC faced difficulties in court hearings about Voyager's bankruptcy and the Grayscale Bitcoin ETF.
  2. Judges criticized the SEC's handling and lack of clarity in legal arguments, raising doubts about their approach.
  3. SEC's stance on unregistered crypto exchanges could lead to regulatory challenges, pushing crypto firms to explore non-US options.