The hottest Cryptocurrency Substack posts right now

And their main takeaways
Category
Top Technology Topics

SEC's ETF Verdict Today

Daily Digest • 19 implied HN points • 10 Jan 24
💰 Finance Cryptocurrency
  1. The SEC's decision on spot Bitcoin ETFs is expected soon and could impact trading.
  2. The SEC's Twitter account was hacked, causing fake ETF approval news.
  3. Bitcoin developer Luke Dashjr's proposal to stop 'spam' NFTs was rejected.

"Failed To Gain Traction": CBDC Lessons From The Caribbean

QTR’s Fringe Finance • 14 implied HN points • 25 Jul 25
💰 Finance Cryptocurrency
  1. Central bank digital currencies (CBDCs) in Jamaica and The Bahamas have not become popular with people or businesses. They mostly function as tools for the government to distribute money during giveaways.
  2. In Jamaica, using the CBDC requires a bank account, which makes it harder for many people to access. The app has limited use, as it often requires converting CBDC back to regular cash for payments.
  3. Both countries have seen more activity in CBDC use when government payments are involved, showing that people may not want to use these currencies on their own. For a CBDC to succeed, it needs to bring real value to users.

What I'm preparing for in 2024

next big thing • 120 implied HN points • 01 Jan 24
🕹 Technology Cryptocurrency
  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.
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2023 Reflections

@MacBrennan’s Investor Updates • 19 implied HN points • 24 Dec 23
🕹 Technology Cryptocurrency
  1. 2023 was about conviction, investment, and hard work to set the foundation for future growth
  2. Launches like mrgnlend, LST, and mrgn points were key accomplishments in innovation and growth
  3. Prioritizing mental and physical health, investing in knowledge, and more travel with friends are personal goals for 2024

Lessons from the Crypto Bloodbath[Finance Fridays]

Technology Made Simple • 79 implied HN points • 25 Jun 22
💰 Finance Cryptocurrency
  1. First principles analysis of information is crucial to avoid being manipulated on social media
  2. Crypto crashes are often fueled by greed, FOMO, lack of regulations, and vulnerability to malicious actors
  3. Cryptocurrency market crashes are not the same as stock market sales, as many crypto projects lack profitability plans and are based on speculative principles

5,700 tons of bitcoin miners

Miner Weekly • 39 implied HN points • 18 Mar 23
💰 Finance Cryptocurrency
  1. The U.S. saw significant shipments of bitcoin miners in January 2023 and September 2022, contributing to the surge in bitcoin's hashrate.
  2. Bitmain's AntMiner S19 product line dominated the identified miner shipments to the U.S., with MicroBT also shipping a significant amount of WhatsMiner parts.
  3. Regular updates on import records of bitcoin miner shipments can provide insights into the hardware market dynamics in the U.S., including different shippers and consignees.

Noting the Appearance of Chris Dixon's Book "Read, Write, Own": Am I Still Allowed to Believe in Web3?

Brad DeLong's Grasping Reality • 99 implied HN points • 24 Feb 24
🕹 Technology Cryptocurrency
  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.

Seoul Searching

Net Interest • 14 implied HN points • 27 Jun 25
💰 Finance Cryptocurrency
  1. KakaoBank in Korea has seen its stock rise significantly because it is preparing for the arrival of stablecoins. They filed trademark applications to be ready for changes in the market.
  2. In contrast, traditional banks like Bank of America are still unsure about stablecoins and how impactful they will be.
  3. KakaoBank's growth reflects the changing attitudes toward digital assets in South Korea, showing how new opportunities can arise from the digital finance sector.

Read Write Own, Reviewed

The Future, Now and Then • 92 implied HN points • 26 Feb 24
🕹 Technology Cryptocurrency
  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.

Face First

QTR’s Fringe Finance • 32 implied HN points • 24 Jan 25
💰 Finance Cryptocurrency
  1. Cryptocurrency is becoming a major focus in the U.S., especially with recent government actions. This could be a sign of big changes in the stock market ahead.
  2. President Trump supports crypto by promoting regulations and aiming to make the U.S. a leader in this industry. This includes plans for a national Bitcoin reserve.
  3. There is still uncertainty about the long-term value of cryptocurrencies. People are wondering if they will actually be useful or if they might fail completely.

The second era of fintech

Alex's Personal Blog • 32 implied HN points • 14 Jan 25
💰 Finance Cryptocurrency
  1. Fintech is experiencing significant growth again, with companies like Plaid and Klarna showing increased revenue and plans for IPOs. This is a positive sign for the industry after a tough period.
  2. The market has changed how it values fintech revenue, with some companies seeing a drop in their revenue multiples. This creates challenges for startups looking to raise funds or sell.
  3. There’s a lot of optimism in tech startups, especially with advances in AI and improvements in battery technology. Many founders are working on exciting projects that could change the industry.

Apeiron's Ecosystem Token $APRS is Launching on Ronin!

Ronin’s Newsletter • 73 implied HN points • 07 Mar 24
🕹 Technology Cryptocurrency
  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.

The Road to Global Fintech and Crypto Adoption

Ben’s Newsletter • 79 implied HN points • 28 Jun 22
💰 Finance Cryptocurrency
  1. Many traditional banks are slow to adopt new technology, which harms their ability to innovate and serve customers effectively.
  2. There is a big chance for fintech to grow since a lot of people around the world still don't have access to basic banking services.
  3. For crypto and fintech to succeed, they need better systems for security and transparency, plus the ability to process payments quickly and easily.

Is that a stock or a religion?

Alex's Personal Blog • 32 implied HN points • 27 Nov 24
💰 Finance Cryptocurrency
  1. MicroStrategy is a small software company that has invested heavily in bitcoin. It keeps buying more bitcoin by using money it raises, even though its software business alone can't fund these purchases.
  2. Investors seem to trust MicroStrategy, allowing it to have a high market value compared to the actual worth of its bitcoin. This trust lets the company keep buying more bitcoin, which keeps pushing its stock higher.
  3. The company's strategy could backfire if the market changes. If it needs to pay back debts in cash, it might be forced to sell bitcoin or shares, which could hurt its value.

Sick Days

Malt Liquidity • 10 implied HN points • 14 Jul 25
💰 Finance Cryptocurrency
  1. People are feeling a lot of pressure and urgency to innovate and make changes in their lives and careers, especially after the upheaval of recent years.
  2. The old ways of securing wealth and stability, like banks and gold, seem less effective now, leading to a lot of uncertainty about the future.
  3. It's important to take breaks and manage stress, especially when dealing with complex and overwhelming thoughts, to maintain mental health and clarity.

Degenesis: How to source memes to trade, perform DD, and size your bets

Boltzmann Soul • 2 HN points • 28 Jun 24
💰 Finance Cryptocurrency
  1. Understand how to source memes for trading by looking at opportunity identification and filtering through platforms like Dexscreener.
  2. Perform due diligence on meme coins by checking for burned liquidity, mint and freeze authorities, holder distribution, and top trader PnL health.
  3. Size your bets based on the Kelly criterion formula, considering probabilities of success and potential bet gains. Tactical execution includes recycling costs, dollar-cost averaging, and follow-on investments.

Benchmarks for Poker 2-party computation

Bram’s Thoughts • 19 implied HN points • 18 Sep 23
🕹 Technology Cryptocurrency
  1. Practical approach for Poker on blockchain involves playing out hands normally and cancelling any with duplicate cards.
  2. On-chain protocol for Poker involves multiple steps of committing to and revealing images for cards and calculations.
  3. Benchmarks for practical Poker protocol include computation time, round trips, and data transfer limits.

Navigating the ASIC Market Cycles

nicosmid • 19 implied HN points • 21 Mar 23
🕹 Technology Cryptocurrency
  1. Fluctuations in the Bitcoin ASIC miner market are common due to various factors like Bitcoin price and mining difficulty.
  2. Timing the market entry for ASIC mining is crucial for running a successful mining business.
  3. Accessing free trial subscriptions can provide valuable insights into navigating ASIC market cycles.

Fintechs, you are not a super-app; The 10 biggest fintech companies in America 2023; Open finance: The opportunity to support small businesses;

Fintech Wrap Up • 19 implied HN points • 14 Jun 23
💰 Finance Cryptocurrency
  1. Fintech companies should be honest about their capabilities and avoid prematurely labeling themselves as super-apps.
  2. Affirm has partnered with Amazon Pay to offer buy now, pay later options for U.S. merchants and customers.
  3. Open Finance presents an opportunity to support small businesses by improving standards, data-sharing, and access to finance.

web3wallet v1.0

sonsofcrypto • 19 implied HN points • 06 Oct 23
🔮 Crypto Cryptocurrency
  1. Web3 is often reliant on proprietary web2 APIs, compromising decentralization.
  2. Web3 wallets should aim to connect to the blockchain directly for data, avoiding centralized services.
  3. To enhance mass adoption, web3 products need to be user-friendly, mobile-compatible, and focus on decentralization.

We Need CBDCs ASAP!

Athena Scale • 19 implied HN points • 15 Apr 23
💰 Finance Cryptocurrency
  1. CBDCs are government-backed digital currencies managed on a digital ledger.
  2. CBDCs can limit people's financial freedom and control.
  3. The launch of CBDCs could lead to increased adoption of cryptocurrency worldwide.

Cult DAO: Decentralization, Disruption and Developing teh ReVoLuTion

sonsofcrypto • 19 implied HN points • 04 Apr 23
🔮 Crypto Cryptocurrency
  1. Cult DAO aims to challenge existing financial and political systems by promoting decentralization, freedom, and equality.
  2. Cult invests in projects that further decentralization and empower the majority, limiting the influence of deep-pocketed entities.
  3. Projects like Revolt, The Rug Game, and Modulus showcase Cult's commitment to innovative governance mechanisms and decentralized systems.

A Skeptic's Guide to Bitcoin

The Last Bear Standing • 76 implied HN points • 12 Jan 24
💰 Finance Cryptocurrency
  1. Fiat currencies can be debased through opaque tactics, benefiting some while hurting others.
  2. Bitcoin has proven itself as a means for global value transfer and storage since its inception in 2009.
  3. As Bitcoin demonstrates its use case, arguments against its legitimacy weaken, leading to broader acceptance.

Slise.xyz Q4 2023 Investor Updates — Year Wrapped

Oleksii Sidorov • 72 implied HN points • 10 Jan 24
💼 Business Cryptocurrency
  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.

Bailout Brink

Three quarks • 128 implied HN points • 14 Mar 23
💰 Finance Cryptocurrency
  1. The 2008 recession drastically impacted the trajectories and beliefs of different generations, shaping their careers and perspectives on work.
  2. The shift from 20th-century life-work balance to 21st-century always-on freelancing has redefined how we engage with news, videos, and money.
  3. Financial crises like the recession reveal the deep intersection between economy, personal identities, and societal structures, prompting reflections on the role of banks, governments, and personal financial management.