Hive’s Investment Thesis
Now let’s analyze Hive (formerly Steem for you OGs out there) on its investment thesis. This one took me a while, because Hive is a very intricate, full ecosystem with lots o
Monero Exploit Discovered!
Recently(ish?) a vulnerability in Monero’s ring signatures was discovered. If you rely on Monero for privacy, please read the mitigation advice! If you simply use it for extr
The Thinly-Veiled Attack on DEXes
DEXes are not money laundering operations, and blaming them for such is a thinly-veiled attempt at retaining centralized control over crypto. Make no mistake, the heat THORChain is
What Makes Crypto Prices Go Up?
What makes crypto prices go up? Supply and demand, of course, but that’s not it. You could have an amazing, valuable project that people will pay for, but the prices just are
Everyone Will Self-Custody
Self-custody is for everyone! In the future, almost everyone will self-custody. And no, I don’t care what the Bitcoin maximalists say, this is a very realistic goal. I’
Monero and Zcash’s Investment Thesis
Let’s do Zcash and Monero’s investment thesis now, since they’re extremely similar, but also have a couple of interesting differences. Please read this article fi
The Nano Investment Thesis
Okay let’s do Nano today! Let’s break down the three major crypto token roles (gas, investment, product) as they apply to Nano, and explore why it would make sense to b
The Bitcoin Investment Thesis
What’s the Bitcoin investment thesis? What should you buy, and why (under which assumptions)? If you haven’t read my “stop hoarding gas tokens” article, go
THORChain’s Rise, Fall, and Rebirth
It’s been quite an exciting, dramatic few weeks for THORChain! Protocol changes, feature halts, massive price drops, and talk of insolvency and complete collapse of the very
Bitcoin’s Coalition Is Rapidly Dissolving
Since the beginning of the cryptocurrency and blockchain revolution, there has been one big, unwritten rule: Bitcoin comes first. And that might be ending soon. For years, the enti