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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.
Jan 28, 2024
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Alex
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Are significantly positive perp funding rates an indicator of "easy short money"?
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2024 Post-ETF Crypto Outlook
Expecting a lot more volatility ahead after BTC finally stabilizes.
Jan 25, 2024
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Alex
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2024 Post-ETF Crypto Outlook
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December 2023
Helicoptering Everclear to the Punch Bowl
A hawkish charade ends ignominiously, as fiscal dominance takes center stage
Dec 14, 2023
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Helicoptering Everclear to the Punch Bowl
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BTC ETF-mania: Bought the Mystery, Sell the History?
Expecting the BTC ETF approvals to be a major sell-the-news event.
Dec 12, 2023
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Alex
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BTC ETF-mania: Bought the Mystery, Sell the History?
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November 2023
CZ's Marlo Stanfield Exit
CZ fought the law. The law and CZ won -- and BNB lost.
Nov 22, 2023
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CZ's Marlo Stanfield Exit
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October 2023
Hamas and Israel: scapegoating crypto again
A barrage of US government leaks accuses crypto of financing Hamas terrorism, obfuscating the US government's direct and indirect contributions to this…
Oct 11, 2023
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Alex
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Hamas and Israel: scapegoating crypto again
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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…
Sep 19, 2023
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Alex
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PoS Governance evolved: the urgent need for a Reddit-ized governance UI linked to staked tokens
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Guerrilla infrastructure
Web3's oldest product remains its most compelling PMF. Why does nobody invest in it anymore?
Sep 3, 2023
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Guerrilla infrastructure
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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.
Aug 4, 2023
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When (if ever) is blockchain-state manipulation justified?
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July 2023
What's with Binance's "BNB burns"?
Binance BNB burns are just cleverly disguised insider selling.
Jul 24, 2023
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What's with Binance's "BNB burns"?
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Binance: Wargaming Doomsday
What's the worst the DOJ could do to Binance?
Jul 11, 2023
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Binance: Wargaming Doomsday
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May 2023
4 crypto investment theses
What 1.5 years in crypto market taught me about crypto's future
May 6, 2023
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Alex
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4 crypto investment theses
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