Once in awhile it's useful to put away all concepts you read about online and to reason up from the base of your experience and what you’ve seen and done. Here are the best lessons I have learned from working in crypto the past ten years: Consensys.eth: Saying yes In the early

In the seven years since sports betting has been allowed, New York and New Jersey have benefited in over $11B in tax revenue. The train isn't stopping any time soon.

Prediction markets are producing more winners than sportsbooks. Take Polymarket - 15% of accounts have a positive balance while only 3% of sportsbooks’ users are profitable long-term. Sure, prediction markets don't take a fee compared to sportsbooks that do. But imagine if

How to find outliers: - Take lots of shots on goal. The more samples you have, the more likely you’ll find an outlier. - Know what to look for: figure out how good of an outcome is possible, so you know when to stop. - Find ways to evaluate candidates that are well-correlated

People just want to park their money and earn. According to Birdeye: yield-bearing stablecoins grew nearly 12x since 2024 to a $15B+ supply, distributing over $900M in yield; sUSDe and sUSDS lead with 52% of market share.

20% of all internet activity runs through Cloudflare. Enabling AI's to get paid by internet currency, instantly is a massive unlock.

Stablecoins need three things to hit mass adoption: 1. No volatility 2. Ability to pay from your bank account 3. Reverse payments of fraud, money laundering Does this go against the Bitcoin, permissionless finance thesis? Absolutely. Does most of the world care about

Get up, it’s gameday

🚨BREAKING: The U.S. Securities and Exchange Commission has issued a no-action letter saying that investment advisers can use state-chartered trust companies as qualified custodians for crypto assets. What does this mean? Under the Investment Advisers Act of 1940, advisers must keep client assets with a

Excellence is the capacity to take pain

Air travel is a modern marvel we completely take for granted ‣ 45,000 daily flights in the US ‣ with only ~1% cancelled and ~0 accidents ‣ taking you about anywhere on the planet in <1 day

Everything You Need to Know About BD in Crypto Mike McCoy breaks down what actually matters in crypto BD, stablecoins meta and lessons that took a decade to learn. BlockHunters Voices #60 out Tuesday. Powered by: Semantic Layer | Semantic_42

Wager with anyone. Anywhere. On any platform.

There’s something magical about being able to walk, bike to a Main Street in a suburban American town. Need groceries? Hop on your bike. Need to ship mail? Walk to FedEx. Need to see people? Go to the farmers market and listen to bands playing music. Main Street America rocks.

Blockchains don't make payments faster or cheaper compared to TradFi. However, they cannot: - shut down - kick people out - change code - raise prices Unless a centralized party intervenes or universal consent is given. If these are concerns for you, blockchains are useful.

Many companies are looking to issue their own stablecoin to lower payment friction, control their payment stack and enable global trading. However, they want to utilize stablecoins with the banks the already trust today. Here are the questions the banks need to be aware of

Stablecoin Wars, Institutional Adoption, and What BD in Crypto Really Means - Voices #60 Mike McCoy went from covering sports on ABC to shaping crypto at Consensus, Accenture, Blockdaemon, Protocol Labs, and Ava Labs. Powered by: Semantic Layer | 42 Chapters: 00:00

Ken Griffin had a negative take on tokenization yesterday, his point being that securities trading is already efficient I understand Ken's take, but it misses the point that tokenization's primary use case is not trading. Tokenization's main use case is to facilitate better