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Are significantly positive perp funding rates an indicator of "easy short money"?
Over the past 6 months, negative funding rates have been an efficient market, but positive funding rates seemingly haven't been.
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Alex
2024 Post-ETF Crypto Outlook
Expecting a lot more volatility ahead after BTC finally stabilizes.
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Alex

December 2023

Helicoptering Everclear to the Punch Bowl
A hawkish charade ends ignominiously, as fiscal dominance takes center stage
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Alex
BTC ETF-mania: Bought the Mystery, Sell the History?
Expecting the BTC ETF approvals to be a major sell-the-news event.
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Alex

November 2023

CZ's Marlo Stanfield Exit
CZ fought the law. The law and CZ won -- and BNB lost.
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Alex

October 2023

September 2023

PoS Governance evolved: the urgent need for a Reddit-ized governance UI linked to staked tokens
The current Proof-of-stake governance system (validators, Twitter/Youtube influencers and delegators) creates echo chambers, not robust governance…
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Alex
Guerrilla infrastructure
Web3's oldest product remains its most compelling PMF. Why does nobody invest in it anymore?
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Alex

August 2023

When (if ever) is blockchain-state manipulation justified?
Pretty much never--unless, as in the case of USTC, you are burdened with an otherwise-unpayable debt.
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Alex
2

July 2023

What's with Binance's "BNB burns"?
Binance BNB burns are just cleverly disguised insider selling.
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Alex
Binance: Wargaming Doomsday
What's the worst the DOJ could do to Binance?
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Alex
1

May 2023

4 crypto investment theses
What 1.5 years in crypto market taught me about crypto's future
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Alex
7
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