The hottest Digital Assets Substack posts right now

And their main takeaways
Category
Top Finance Topics
@adlrocha Weekly Newsletter 129 implied HN points 08 Mar 26
  1. Compute, energy, and AI tokens will become the new scarce commodities and collateral, so access to PFlops, MWh, and tokenised intelligence will be treated like money and hedged accordingly.
  2. Two parallel economies are likely to emerge: a fast, tokenised, agent-to-agent market running on stablecoins and tokenised assets, and a slower human-facing economy that uses fiat and stablecoins for everyday needs.
  3. The ultimate economic advantage will be inference efficiency — getting the most useful intelligence per unit of energy — so smaller, more efficient models and edge deployments will capture the most value.
Noahpinion 25529 implied HN points 21 Jan 25
  1. Memecoins like TRUMP and MELANIA are seen as a way to make money without the usual transactions. They can allow people to support political figures while avoiding direct payments.
  2. These coins do not have the same respect as traditional cryptocurrencies like Bitcoin. Many believe they could harm the overall reputation of crypto, as they mainly serve speculative purposes.
  3. Buying these memecoins could be a form of legal corruption, allowing individuals to give money to leaders or celebrities while disguising the true nature of the transaction, similar to a bribe.
Points And Figures 426 implied HN points 19 Jan 26
  1. Tokenized stocks are becoming real and come in three forms — native, wrapped, and synthetic — which can enable 24/7 trading and programmable features that may not exactly match traditional shareholder rights.
  2. Tokenization reduces friction and costs by speeding settlement, enabling easy fractional ownership, simpler lending/shorting, and broader global access, which should make markets more liquid and capital more efficient.
  3. Tokenization will shift market structure and risks: it can change who has the trading edge, create arbitrage between token and regular markets, embed AML/KYC and other rules into tokens, and introduce legal and governance uncertainties.
DeFi Education 539 implied HN points 20 Apr 24
  1. The Q&A sessions are led by experienced people from finance and crypto, so you can learn a lot.
  2. These sessions help both new and existing subscribers stay updated on the latest in DeFi.
  3. It's a good opportunity to gain insights and ask questions to deepen your understanding of decentralized finance.
DeFi Education 759 implied HN points 14 Feb 24
  1. Crypto tokens are different from stocks because they don't give you ownership rights. They're like digital assets that operate in a coded system rather than through traditional laws.
  2. Creating value for tokens isn't just about profits or revenues; it's really about what makes them desirable in the market. Factors like user engagement and market attention play big roles in their success.
  3. Market makers help improve the trading experience for tokens by providing liquidity and stabilizing prices. They make it easier for people to buy and sell tokens without too much hassle.
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The Lunacian 230 implied HN points 20 Nov 25
  1. AIP-003 is a proposal to stake about 2,829.43 ETH from the Axie Treasury to generate extra income for the community. If it passes, it could earn around $200,000 per year.
  2. The new Voting Delegation feature lets users share their voting power with others easily. This helps more community members participate in decisions, even if they're unable to vote themselves.
  3. To pass AIP-003, a supermajority of 66% YES votes is needed, and each user is capped at 10% Voting Power. This ensures that all voices are considered in the decision-making process.
The Lunacian 1242 implied HN points 10 Jan 25
  1. Lunacia had a great year in 2024, with important growth in player numbers and treasury revenue. There were significant increases in trading volume and the popularity of Mystic Axies.
  2. They launched several new features like Bounty Boards and Wings of Nightmare, which helped attract more players to the game. Key updates and events kept the community engaged and active.
  3. Looking ahead to 2025, Lunacia is planning even more exciting developments and will be aiming to involve the community in new adventures. They're focused on building bigger and better experiences together.
Value Investing World 471 implied HN points 23 Jan 24
  1. Information is usually gathered quickly, with most of it obtained in the beginning.
  2. High uncertainty can lead to low prices in investments.
  3. Investors often seek certainty and avoid uncertain situations, but prices may rise with it.
The Lunacian 414 implied HN points 26 Jun 25
  1. Axie Capsules are a fun way to collect NFTs. You buy a spin for a chance to get a sealed capsule that reveals an axie NFT inside.
  2. Each capsule has a 25% chance of containing a collectible axie. There are different types of axies you can get, ranging from common to rare.
  3. If you buy five capsules, you can earn extra rewards like accessories and the chance to win special axies by completing specific quests.
DeFi Education 1458 implied HN points 22 Feb 23
  1. Ownership is based on legal rights and often requires group agreement. Just saying something is yours isn't enough; the law has to back it up.
  2. In tough situations, like political or economic crises, ownership can be taken away by governments. This shows that owning something comes with conditions.
  3. Cryptocurrency offers a new way to own things without needing a central authority. It relies on technology to prove ownership, making it more secure against seizures.
The Fintech Blueprint 275 implied HN points 25 Jan 24
  1. Frax Finance introduces on-chain bonds called FXBs, resembling zero-coupon bonds and converting to FRAX stablecoin upon maturity.
  2. The emergence of interest-bearing stablecoin projects like sFRAX and USDe is likely to shift focus from non-interest paying stablecoins like USDT.
  3. There has been a significant growth in Total Value Locked (TVL) in tokenized securities with U.S. Treasury exposure, reaching around $790MM.
DeFi Education 579 implied HN points 20 Aug 23
  1. The cryptocurrency market is splitting into two main groups: builders and institutions versus casual or speculative traders. This means that projects may start focusing more on serious investors rather than just the retail crowd.
  2. Institutional investors work differently than retail traders. They think long term and have to follow strict rules, while retail traders can move quicker and are less regulated.
  3. For those involved in crypto, being open about your identity can help you gain more trust and attention, as doxxed individuals may have an edge over those who stay anonymous.
The Fintech Blueprint 235 implied HN points 01 Feb 24
  1. The system of bridging in DeFi faces challenges like inefficiencies, centralization, and risky synthetic asset replication
  2. Portal Network raised $34MM to create a decentralized exchange network without the need for bridges or custodians
  3. Portal Network's innovative features aim to address liquidity fragmentation and inefficiencies in cross-chain swaps
The Lunacian 782 implied HN points 18 Nov 24
  1. The Wings of Nightmare event starts on November 21, introducing new Nightmare parts for Axies. Axies can evolve to gain these special parts, but there's a limited supply.
  2. With Nightmare parts, Axies can become collectibles with added benefits, like earning Fortune Slips. This can increase their rarity and give them new looks.
  3. To get a Nightmare Body, players must devolve existing parts, which has a 5% chance of success. Keep in mind that once transformed, the original body is lost forever.
DeFi Education 759 implied HN points 06 Apr 23
  1. LizardOS is a new software designed for crypto security that focuses on privacy and ease of access. You can buy it with Bitcoin and you don't need to give any shipping details.
  2. The software guarantees a genuine version with tamper-free installation, backed by a digital signature from the creators. This ensures that you get the real deal.
  3. Currently, LizardOS only works with specific Lenovo laptops and is not compatible with Macs. If you want to use it, you need to buy the right hardware separately.
DeFi Education 439 implied HN points 23 Aug 23
  1. Coinbase has a large user base with over 100 million registered users, making it a key player in the crypto market in the U.S.
  2. Although many of the registered users may not use the platform actively each month, the sheer number still highlights CoinBase's reach.
  3. When launching a new product, having good distribution is crucial, and Coinbase sets a strong example of this in the crypto space.
DeFi Education 599 implied HN points 21 May 23
  1. There are many safety concerns about using Metamask and Ledger in the crypto space. Users need to be aware of these issues to protect their assets.
  2. Metamask has updated its terms, which could affect how users interact with the platform. It's important for users to stay informed about these changes.
  3. There are alternative options to Metamask that might be safer or better suited for some users. Exploring these alternatives can help individuals find a solution that meets their needs.
DeFi Education 1179 implied HN points 29 Sep 22
  1. It's a monthly Q&A where DeFi Ed team answers questions about DeFi and crypto. You can ask anything you're curious about.
  2. You can also suggest topics for future content and give feedback to help improve their offerings.
  3. This session is for paid subscribers only, making it more exclusive and personal for those who contribute.
Men Yell at Me 402 implied HN points 13 Dec 24
  1. Memecoins are just digital coins that have no real value and are mostly a gamble. People are getting hurt financially by investing in them.
  2. Many young people feel disappointed by traditional paths like college and stable jobs, so they turn to risky internet ventures like memecoins in hopes of success.
  3. Trust in systems is declining as they seem to keep failing us. This creates a culture where people are tempted to follow questionable advice for quick gains.
Points And Figures 479 implied HN points 11 Oct 24
  1. The ongoing legal battle between Bitnomial Exchange and the SEC is crucial in determining whether $XRP is classified as a security or a commodity. This could impact how all digital assets are regulated in the future.
  2. $XRP is argued to be similar to traditional currencies like the US Dollar, functioning as a medium of exchange without the characteristics of a security, which usually includes dividends or voting rights.
  3. The SEC's actions are perceived as an overreach to expand its regulatory powers, and many believe that a ruling favoring Bitnomial could help protect the crypto industry and promote innovation.
DeFi Education 1218 implied HN points 08 Feb 22
  1. Bitcoin is the foundation of crypto and DeFi, starting in 2009. It's important to learn about Bitcoin to understand everything that followed.
  2. Ethereum followed Bitcoin and introduced smart contracts, which allowed DeFi technologies to grow. This innovation opened doors for many other projects.
  3. DeFi has evolved significantly, with innovations like MakerDAO for stablecoins and automated market makers like Uniswap. The future will focus on cross-chain liquidity and expanding DeFi beyond just Ethereum.
DeFi Education 1119 implied HN points 11 Mar 22
  1. Dopex is a decentralized options exchange that offers new products and features for trading. It's a good option for those looking to trade digital assets.
  2. They are planning updates to their tokenomics, which means changes in how their tokens work. This could create new trading opportunities.
  3. The focus is on event-driven trades, which are strategies that react to market events, helping traders potentially make better decisions.
DeFi Education 979 implied HN points 07 May 22
  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.
The Superteam Blog 117 implied HN points 10 Jan 24
  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.
The Lunacian 368 implied HN points 16 Oct 24
  1. The Season 10 Elite 8 Tournament is happening on October 20th, where eight top players will compete for the championship and 3,000 AXS prize.
  2. Collectible Axie ticket rewards are coming soon, and they will help determine your share of the 7,000 AXS prize pool based on how many tickets you earned.
  3. New features are on the way, including Rune Upgrading and two new starter axies, Shu Fen and Temujin, which will bring exciting changes in the next season.
DeFi Education 559 implied HN points 05 Nov 22
  1. The term 'non-fungible token' is not easy for people to understand and doesn't sound appealing. This makes it harder for NFTs to become popular.
  2. Big companies often change their names to sound better and connect with customers. This shows how important branding is.
  3. Rebranding can help new ideas like NFTs to be more accepted and embraced by the public. A catchy name might make a big difference.
DeFi Education 619 implied HN points 17 Sep 22
  1. Ethereum has successfully merged, which many people have been waiting for a long time. This is a big step for the future of this cryptocurrency.
  2. The weekly roundups help subscribers stay updated on major events in the DeFi sector quickly. It’s a good way to catch up on important news in just five minutes.
  3. The White House has released a framework for the responsible development of digital assets. This could impact how cryptocurrencies and digital assets are regulated in the future.
The Lunacian 276 implied HN points 04 Dec 24
  1. The Epic Era of Origins Season 11 has started, and players can compete for a share of a 24,000 AXS prize pool. It's a great time to jump in and try to earn some rewards!
  2. Collectible Axie holders can gain extra rewards by finishing the Epic Era at a high rank while holding their collectibles. These rewards come in the form of Collectible Chests filled with tickets that can earn AXS.
  3. The costs to mint Runes and Charms have been lowered, making it cheaper for players to upgrade their Axies. This makes the game more accessible and fun for everyone.
DeFi Education 439 implied HN points 01 Jan 23
  1. Crypto will likely be seen as a significant part of our cultural history, reflecting its rise and impact over time.
  2. Future generations may explore our digital era using advanced technology, giving them insights into our online lives.
  3. The evolution of finance through crypto could change how we understand money and investments in the future.
DeFi Education 579 implied HN points 03 Sep 22
  1. Coingecko has added a new section for 'Tokenomics', but it's still a work in progress. Currently, only some tokens have this information available.
  2. The DeFi Roundup shares interesting updates and events in the crypto space regularly. It's a good resource for those wanting to stay informed.
  3. Subscribers receive detailed analysis and insights in the Roundup, making it valuable for anyone interested in decentralized finance.
The Loop News 157 implied HN points 20 Feb 23
  1. Discussion on royalties in NFTs is evolving and shifting to optional royalties on major marketplaces.
  2. Projects relying solely on royalties are at risk and need to find more sustainable revenue sources.
  3. Changes in the NFT market due to the shift to 0 royalties could include more subscription-style NFTs, higher mint prices, quicker rugs, and lower marketplace fees.
Crypto is Easy 157 implied HN points 16 Feb 23
  1. Bitcoin's price movement towards the 200-week moving average is a key point to watch.
  2. Consider the potential scenarios of a short squeeze or a crash in the crypto market.
  3. The update discusses the importance of specific charts and whether it's a good time to buy.
The Lunacian 92 implied HN points 25 Jun 25
  1. You can now make collection and trait offers on App.axie to find the perfect axies with specific traits. This makes it easier to adopt the axies you need in just a few clicks.
  2. If you're looking for certain axie parts or cards, you can specify what you want in your offer. This saves time by eliminating the need to scroll through many listings.
  3. Making and managing offers is simple. You just need to connect your wallet, choose your traits, and click to make an offer or accept one that's been made to you.
The Lunacian 92 implied HN points 25 Jun 25
  1. The Origins S13 Final Era is now live, giving players a chance to win part of the 24K AXS prize pool. It's an exciting time to compete!
  2. You can qualify for the Elite 8 Tournament by performing well during this final era. Make sure to give it your best shot!
  3. Don’t forget to check in with your axies to earn points, which you can exchange for helpful items in the shop. It's a quick way to boost your game!