Alex’s Substack

December 2023

Helicoptering Everclear to the Punch Bowl

A hawkish charade ends ignominiously, as fiscal dominance takes center stage

Dec 14, 2023 • Alex

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 • Alex

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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 • Alex

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 • Alex

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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 • Alex

Guerrilla infrastructure

Web3's oldest product remains its most compelling PMF. Why does nobody invest in it anymore?

Sep 3, 2023 • Alex

August 2023

July 2023

What's with Binance's "BNB burns"?

Binance BNB burns are just cleverly disguised insider selling.

Jul 24, 2023 • Alex

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Binance: Wargaming Doomsday

What's the worst the DOJ could do to Binance?

Jul 11, 2023 • Alex

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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 • Alex

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